ParishSOFT Tips & Tricks

The list of Registered and Active parishioners is being compiled and finalized on 1/8/2016. It takes a few weeks to print the CFSA letters. However, if there are critical changes to your database, I can usually get the printer to pull or reprint the letter. Most important, are deceased people. Please be sure to update your database promptly when a death occurs and notify me via email if this occurs after 1/8/2016. Thank you. [icon name="file-pdf-o" class="" unprefixed_class=""]View CFSA 2016 pdf

The Catholic Diocese of Sioux Falls recommends that ALL Registered and Active families receive a Detailed statement of giving for the calendar year of 2015. [icon name="file-pdf-o" class="" unprefixed_class=""]View End of Year Statements for 2015 pdf

Adding a new family to your ParishSOFT directory is easy to do! Be sure to SEARCH for the family BEFORE creating a NEW one. This newsletter reminds you of standards for naming conventions and address formatting. [icon name="file-pdf-o" class="" unprefixed_class=""]View Standards for Adding a Family pdf

Credit card payments for CFSA 2015 are new in the 0215 annual appeal. You have a couple of options available to you for processing. You can process the credit card payments yourself. If you are utilizing credit card processing for other itmes now through your own bank or Online Giving, you may also process CFSA 2015 credit card payments the same way. You would update the Pledge Record for the CFSA 2015 tax deductible fund as with all other payments because you are receipting the money. The Catholic Community Foundation for Eastern South Dakota (CCFESD) can process your credit card payments and pledges for CFSA 2015. However, since you are NOT receipting the money, you cannot post to a tax deductible fund. [icon name="file-pdf-o" class="" unprefixed_class=""]View CFSA Credit Card Processing…

In ConnectNow Family Suite, you can generate and export an anniversary report requested by the diocese for Anniversary Mass invitations [icon name="file-pdf-o" class="" unprefixed_class=""]View Anniversary Mass pdf

Follow the steps in the pdf below to manage and process your CFSA pledges. These instructions were modified from the 2014 CFSA processing. I apologize if I missed changing a 2014 to a 2015. :-) Thanks for your patience! [icon name="file-pdf-o" class="" unprefixed_class=""]View 2015 CFSA Processing pdf

Follow the steps in the pdf below to generate your end of year statements. 2015-[icon name="file-pdf-o" class="" unprefixed_class=""]View 2015 End of Year Statements pdf

This is a miscellaneous Tips and Tricks newsletter regarding some issues encountered with CN EOY Statements, Printing and Posting. [icon name="file-pdf-o" class="" unprefixed_class=""]View EOY Filters, Printer Setup, Browser Clearing pdf

Posting errors will occur. You may EDIT an individual contribution OR bulk change a selected group of contributions. Please keep in mind, you can only edit contributions if the batch is OPEN! You will not be able to check the box next to an entry in a closed batch. [icon name="file-pdf-o" class="" unprefixed_class=""]View Edit Contributions pdf

At this time of year, it is important to review and filter your family directory to be assured registrations and family groups are accurate. I have found many records that are REGISTERED with a Family Group of Deceased. To see if any exist in your database, click on Family Directory, Family List and the filter icon. [icon name="file-pdf-o" class="" unprefixed_class=""]View Filters, Paging, Send No Mail pdf