Training

ParishSOFT Diocesan Suite Training

Videos Onsite Training Release Information End of Year Tips & Tricks

Videos

Clicking on any of the bulleted items below will open a new browser window with that video. Keep in mind that some videos are full-length courses that may take upwards of one hour to complete, while others are short video lessons, created to help with a specific topic within the program.

Onsite Training

If you have several staff members who need extensive training, consider inviting a trainer to come to you. We also recommend coordinating with other parishes in your area—you can schedule live training together and reduce costs.

Benefits of Onsite Training

Schedule a time that fits your schedule
Learn in your own space, at your own computer
Hands-on practice in a training database
You’ll have the full attention of a ParishSOFT trainer, who can gear and pace the session to specifically meet your team’s needs
Live, onsite training is the best way to get your staff comfortable with the software and up and running at full speed

Requirements / Considerations

Classroom area with computer space and data projector and screen for instructor
Internect connection with sufficient capacity for multiple users
Computers for trainees
Class size is limited to 25 trainees—if you’re coordinating with other parishes and will have more than 25 trainees per class, we will need to schedule additional sessions to accommodate everyone

Pricing / Costs

Our Professional Services team will charge their hourly rate
Travel expenses including airfare and accommodations for ParishSOFT trainer

Onsite Training Evaluations

Release Information

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End of Year

End-of-year reporting involves more than executing an end-of-year tax statement. Reviewing your database for missing information, auditing fund accounts and Excel reports, make end-of-year clean up a breeze. This webinar will show you how to complete the end-of-year checklist and generate your end-of-year statements with confidence. In addition to the traditional paper statement process, we will also cover how ParishSOFT Offering & Pledges e-statements can provide cost effective, timely, and accurate giving statements to the givers who support your parish’s financial needs.

Checklist

Before running your End-of-Year (EOY) contributions statements, it’s important to do some advanced preparation to ensure that your statements and your mailing information are accurate and complete. This checklist outlines the steps you’ll want to complete for your EOY processing. You may also want to watch the video above for assistance.

Electronic Statements

Electronic contribution statements are also available in ParishSOFT Family Suite’s Offering and Pledges program. They’re simple to create and deliver to your donors.