About the Funds Page

The Funds page provides access to your organization's funds. On this page, you can add new fund records and manage existing ones. You can also apply criteria that enables you to find records that have specific characteristics in common, such as tax-deductible funds and funds with a specific start date. 

Permissions

What Is a Fund?

What Is a Fund Record?

Overview of the Funds Page

The image below identifies the main elements on the Funds page. Click a numbered link to view a detailed description of the element.

 When you first open the Funds page, no records are displayed. To find a specific fund record, use the Search or Filter feature. 

Collapse Button

By default, the Navigation Bar is expanded, so the entire name of each page is visible. If you need more viewing space in the right panel, you can collapse the menu by clicking . Doing so minimizes the menu so that only the page icons are visible:

To return the Navigation Bar back to the expanded position, click (Expand). Note that the state (expanded or minimized) of the menu that you specify on any page stays the same on all pages until you change it.

 Navigation Bar

The Navigation Bar is the menu that sits on left side of the Funds page (and on every other page in the module). The menu lists the module's primary pages and provides a way for you to quickly move from one page to another. When you want to view a specific page's content, simply select the page option. 

 Organization List

The Organization list is located above the Navigation Bar. By default, this dropdown list is closed and shows the name of the organization you are working in.

  Help Button

Click  to access the Offering Help. The Help opens in a separate browser so that you can view it while working in the module. The Help provides an overview of Offering concepts and features and offers step-by-step instructions on how to perform specific Offering tasks.  

Initials Button

This button shows the initials of the logged-in user. Clicking the button display the Log Out option. Click this option to log out of Offering

 Toolbar

The Funds toolbar, shown below, spans across the top of the page. The toolbar includes a Search box and a group of buttons that give you quick access to the functions you use most often on the Funds page. 

Search Feature

The Search feature provides a quick and easy way to find a fund without having to look through an entire list, which, depending on the number of funds you have, can be pages long. Note that results of searches include only the organization's funds that the logged-in user has permission to access.  

In the list below, click an element to view its description.

 Information Icon

Using the Search Box

Toolbar Buttons

In the list below, click the name of a button to view its description.

 Manage Permissions by Member

 Layout

 Export

 Add New Fund 

Filter

 Filter Panel

The Filter panel contains filters you can use to narrow down and sort your search results. The Filter  button in the toolbar opens and closes this panel.

Filter Buttons

 (Search): enter or select your filter criteria in the Filter panel fields, and then click to find matching funds.

 (Clear Search): clears the currently selected criteria from all filters in the Filter panel.

 (Close Search): closes the Filter panel.

Filters 

The Filter panel contains the following filters that you can apply to the Funds grid to narrow down and sort your search results. In the list below, click the name of a filter to view its description.

Order Direction

Order By

Tax Deductible

Start Date

End Date

Active

External ID

Diocesan ID

 Fund Records

Each record shows the following data pulled from the Fund record. In the list below, click the name of an item to view its description.

 To view all the details in a fund record, click its Name link.

Fund Name

Organization

Account #

Start

End

Tax Deductible


© Offering Help v5.0.15 November 8, 2023 ParishSOFT LLC, all rights reserved. ParishSOFT grants licensed users the right to unlimited duplication of this publication for internal use only.