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A Pastor Focused Course On Easily Getting Key Financial Information For Their Parish Matt Dent ParishSOFT ParishSOFT

ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

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Page 1: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

A Pastor Focused Course On

Easily Getting Key Financial

Information For Their Parish

Matt Dent

ParishSOFTParishSOFT

Page 2: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Today’s Agenda

• Overview

• Dashboard

• Finding Information on Screens

• Reports• Reports

Page 3: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Overview – Financial Duties

of Pastorsof Pastors

Page 4: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Dashboard

Page 5: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Bank/AP Balances and Bills to Pay

Page 6: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Bills to Pay

Page 7: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Memorized Transactions

Page 8: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Messages / News

Page 9: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Support & Services

Page 10: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Quickly accessing information on a

Screen: the Find link (Alt I)Screen: the Find link (Alt I)

Page 11: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Find link

Page 12: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St
Page 13: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Reports

Page 14: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Statements

Page 15: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Statement of

Financial

Position

Page 16: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Statement of

Financial

Position

Page 17: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Statement of

Activities

Page 18: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Statement

of Activities

Page 19: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Transaction Reports

Page 20: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Check Register

Page 21: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Check

Register

Page 22: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Deposit Register

Page 23: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Deposit

Register

Page 24: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Project

Report

Page 25: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Project

Report

Page 26: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Bank Reconciliation

Page 27: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Bank

Reconciliation

Page 28: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

A/P Aging

Page 29: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

A/P Aging

Page 30: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Spoiled Check Register

Page 31: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Spoiled Check Register

Page 32: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Vendor Reports

Page 33: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Vendor Audit Report

Page 34: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Vendor

Audit

Report

Page 35: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Budget Reports

Page 36: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Budget

History

Report

Page 37: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Budget/History Report

Page 38: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Analytic Reports

Page 39: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Negative Bank Accounts

Page 40: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St
Page 41: ACC Pastor Focused Course On Getting Key Financial ... · Techno ogy support 42517 08/23/2017 CAMP MANITOU-LIN Check Total: soo_oo 500.00 104.16 360.00 290.00 Catholic Supply of St

Thank you!

Matt Dent

ParishSOFT