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A Pastor Focused Course On
Easily Getting Key Financial
Information For Their Parish
Matt Dent
ParishSOFTParishSOFT
Today’s Agenda
• Overview
• Dashboard
• Finding Information on Screens
• Reports• Reports
Overview – Financial Duties
of Pastorsof Pastors
Dashboard
Bank/AP Balances and Bills to Pay
Bills to Pay
Memorized Transactions
Messages / News
Support & Services
Quickly accessing information on a
Screen: the Find link (Alt I)Screen: the Find link (Alt I)
Find link
Reports
Statements
Statement of
Financial
Position
Statement of
Financial
Position
Statement of
Activities
Statement
of Activities
Transaction Reports
Check Register
Check
Register
Deposit Register
Deposit
Register
Project
Report
Project
Report
Bank Reconciliation
Bank
Reconciliation
A/P Aging
A/P Aging
Spoiled Check Register
Spoiled Check Register
Vendor Reports
Vendor Audit Report
Vendor
Audit
Report
Budget Reports
Budget
History
Report
Budget/History Report
Analytic Reports
Negative Bank Accounts
Thank you!
Matt Dent
ParishSOFT