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Accounting Track Workshops

Beginner Accounting Track Workshops

Accounting Tips & Tricks (Beginner)
Attend this session to learn tips & tricks from our knowledgeable staff on ways to more effectively leverage your software.  You will learn how to save time on data entry, research, and reporting.  This is sure to be an information-packed session for all ParishSOFT Ledger & Payables users.

Accounts Receivable Overview (Beginner)
Through a demonstration of the ParishSOFT Accounts Receivable software, see how parishes and schools can easily integrate invoices, payments, credits, and reports for common church receivables. This workshop will focus on the core functionality of the Accounts Receivable module and show how it is fully integrated with the general ledger in your Ledger & Payables program. This session is designed for organizations that are considering adding the Accounts Receivable module or have just purchased the module.

Effectively Recording Credit Card Transactions (Beginner)
A large number of churches have started to use credit cards.  It can be a challenge to properly track and record credit card charges in your accounting software.  If your organization is using or considering credit cards, ParishSOFT Accounting can designate credit card accounts, manage entered transactions, and provide a reconciliation feature to ensure everything on your statement is in your system.

Family Suite Contribution Reporting for Accounting Staff (Beginner)
Have you ever wondered what contribution information is available from the ParishSOFT Family Suite program to help you be more effective in tracking the financial information for your organization?  This session will explore the different types of contribution information and reporting available from the ParishSOFT Family Suite.  Leveraging this information can make you more effective in tracking the overall financial health of your organization.

Financial Statements:  How to Read Them and Who Should Get Them (Beginner)
In this workshop, we will detail the content of common financial statements and show you how to analyze the reports for better financial administration of your parish. We will discuss the different level of detail you might want to consider for the many different groups you have and show you the importance of understanding them.  Learn how to decide who gets which financials and make sure they contain the right information.

How to Build Your Budget (Beginner)
Budgeting can be a valuable tool in managing the financial health of your organization.  Learn how to enter a budget into ParishSOFT Ledger & Payables and how to use reports to compare actual totals to your budget amounts throughout the year. This session also includes an overview of the budget import process.

Importing and Exporting in PS Accounting (Beginner)
Manually entering all your transactions can be time-consuming.  Learn how to quickly get information in and out of ParishSOFT Accounting as well as help with consistency.  We will demonstrate the process you’ll need to know to easily produce single or multiple transactions in just a few clicks.

Ledger & Payable Standard Reports Overview (Beginner)
This session will walk you through the numerous reports in the Ledger & Payables module.  We will cover common month and year end reports, as well as less commonly known reports.  An open discussion on what reports parishes and schools are using will be included.

Permissions and User Administration in Accounting (Beginner)
This workshop will walk you through the different types of logins and how the permissions work with each of them. Learn the purposes behind different types of permissions and see examples that will help you determine how you should use permissions for your organization.  Learning how to utilize the templates for user permissions will be included in the class.  Discuss best practices on creating and maintaining your users and their permissions.

Purchase Order Overview (Beginner)
ParishSOFT’s Purchase Order module allows your organization to create purchase orders to vendors in seconds and track them in ParishSOFT Accounting. Purchase order management is about getting your parish staff what they need with speed, accuracy, and within budget. Our flexible and secure purchase order software gives your organization an effective way to meet the needs of your staff and eliminate paperwork while easily managing purchases. ParishSOFT stores and sorts all your purchase orders in a centralized database so you can easily see your purchasing history or search through past purchases in seconds. Receiving is the most crucial link between purchase and payment in your process. Knowing what was delivered, who received it and when it was received is essential. Track all that and more in your ParishSOFT Purchase Order module. Attend this workshop to learn more about how Purchase Order may be able to help your organization.

Tracking Your Assets in Fixed Asset Management (Beginner)
Tracking assets is an important concern of every organization, regardless of size. Without an accurate method of keeping track of these assets, it would be very easy for an organization to lose control of them. The ParishSOFT Accounting Fixed Asset module allows organizations to track what assets they own, where each is located, who has what, warranties, insurance, maintenance schedules, and the cost and depreciation of each asset. Nonprofit organizations are not required to use depreciation; even though the Fixed Asset module has a straight-line depreciation process, the organization can choose to not use the depreciation and just use the software to maintain information about assets they own.  This workshop will show you how helpful this module can be in keeping track of all your assets. This session is designed for organizations that are considering adding the Fixed Assets module or have just purchased the module.

What You Need to Know About Bank Reconciliation (Beginner)
The monthly bank reconciliation can be challenging.  This workshop will discuss the importance of reconciling your bank account as well as best practices to solve an unbalanced reconciliation.  The tips and tricks included in this class will help you quickly find problems and reconcile your bank account in record time! 

Intermediate Accounting Track Workshops

Accounting Ask the Expert (Intermediate)
Our expert staff will be available to take questions from the audience about our accounting products.  This is your opportunity to ask those questions you may have but have not yet asked about the accounting products you use.  You will have the opportunity to submit your questions ahead of time during registration or ask them during the session.  Please note that questions related to specific user issues may not be able to be answered during this general session.

Analyzing Financial Statements & Providing Valuable Reports (Intermediate)
In this workshop, we will detail the content of common financial statements and show you how to analyze the reports for better financial administration of your parish. We will discuss the different level of detail you might want to consider for the many different groups you have and show you the importance of understanding them.  Learn how to decide who gets which financial reports and make sure they contain the right information.

Church Manager Advanced Options (Intermediate)
Explore some of the more advanced options available to you in ParishSOFT Accounting.  These options are enabled in the Church Manager Module.  During this session we will discuss tracking multiple subsidiary general ledger accounts in the same primary bank account, processing your payables through Bill Pay, fighting fraud with Positive Pay, and keeping your entities in balance automatically.  One of these advanced features may be your pathway to using ParishSOFT Accounting more effectively.

Ledger Report Writer: Getting the Custom Statements Your Parish or School Needs (Intermediate)
Get the data you want in the format you need. Learn how the Ledger Report Writer lets you create custom consolidated or organization-level statements of activity and financial position from your general ledger.  Use those statements to produce flexible reports that deliver real-time, accurate financial data for any given organization, or your entire diocese, at any time, for any period, directly from your chart of accounts.  You will also see some example reports that may help you.  This session is designed for organizations that are considering adding the Ledger Report Writer module or are new to Ledger Report Writer.

Projects: Organize and Group for Effective Reporting (Intermediate)
Using projects effectively requires forethought.  We demonstrate how you can set up projects and project groups to organize and report efficiently to departments, finance councils, and pastors.  For those who have created a “project monster” by having a project for “everything,” discussion will be held on how to organize by using project groups to your advantage.

User Round Table Discussions (Intermediate) General Session
We will facilitate a set of user discussions during a round table session where ParishSOFT users can network with others in their same role or area to learn and share best practices and ideas.