Church Software by Parish Data System: Training Class Descriptions

PDS Online Training Course Descriptions

Installation and Conversion
Basic Data Entry
Reports and Selections
School Grade Entry - Reports Cards - Grade Book
Fund Setup
Quick Postings and Processes
Sharing Data Between Church-School-Formation
End-Of-Year for Church Office
EOY - New Year Setup for Formation Office
EOY - New Year Setup for School Office
EOY - Fiscal for Ledger
End-Of-Year for Ledger And Ledger-Payroll (1099's-W2's-etc.)

Installation And Conversion of School(1.5 Hours)
Learn how to install PDS School Office Management. Convert your existing data from either PDS School (DOS) or PDS Census/Contribution Version 17. See what needs to be done before and after the conversion. Configure the program for use on a network and share data with other PDS Office programs.

Installation And Conversion of Church - (1.5 Hours)
Learn how to install PDS Church Office Management. Convert your existing data from PDS Census/Contribution version 17. See what needs to be done before and after the conversion. Configure the program for use on a network and share data with other PDS Office programs.

Installation And Conversion of Formation - (1.5 Hours)
Learn how to install PDS Formation Office Management. Convert your existing data from either PDS Religious Education (DOS) or PDS Census/Contribution version 17. See what needs to be done before and after the conversion. Configure the program for use on a network and share data with other PDS Office programs.

Basic Data Entry for School Office, Church Office, and Formation Office - (2 Hours Each)

By taking these classes, you will learn how to:

Enter new families, parents/guardians, students, and teachers.
Add families that have already been entered in another PDS Office Program.
Lookup existing information.
Delete information that is not longer needed.
Work with keywords.
Use the Listing Screen.

Basic Data Entry for Ledger - (2 Hours)
Learn how to add, lookup, delete, work with keywords, use the listing screen and use all transactions.

Basic Data Entry for Ledger/Payroll - (2 Hours)
Learn how to add (employers, taxes, and employees), lookup, and delete.

Basic Data Entry for Facility Scheduler - (2 Hours)
Learn how to add, lookup and schedule facilities, organizations and events. See how to schedule one-time events, recurring events and event packages and how to check availability, view conflicts and print calendars.

Reports And Selections for School Office - (2 Hours)
Learn how to run lists, letters, labels, rolodex cards and data exports. Create your own simple reports. See how to print any report for just a selected group of families, parents/guardians, students, or teachers.

Reports And Selections for Church Office - (2 Hours)
Learn how to run lists, letters, labels, rolodex cards and data exports. Create your own simple reports. See how to print any report for just a selected group of families, or members.

Reports And Selections for Formation Office - (2 Hours)
Learn how to run lists, letters, labels, rolodex cards and data exports. Create your own simple reports. See how to print any report for just a selected group of families, parents/guardians, students, or catechists.

Reports And Selections for Ledger - (2 Hours)
Learn how to run lists, letters, labels, rolodex cards and data exports. Create your own simple reports. See how to print any report for just a selected group of accounts, vendors, or income sources. Explore the options available for the Balance Sheet, and Income Statement. Learn how COA Groups can be utilized.

Reports And Selections for Ledger/Payroll - (2 Hours)
Learn how to run lists, letters, and labels for employees. See how to print reports for all or a selected group of employees.

Reports And Selections for Facility Scheduler - (2 Hours)
Learn how to run lists, letters, and calendars for events, organizations and facilities. See how to print reports for all or a selected group of events, organizations, or facilities.

Advanced Reports for Church - School - Formation - (2 Hours)
See how to create advanced lists, letters, and labels using the Advanced Report Designer. Work through some practical examples of designing some reports from scratch and using the templates features.

School Grade Entry - Reports Cards - Grade Book - (2 Hours)
Learn how to enter grades (marks) for specific subjects to the School Office Program. Export names to the Grade book. Import marks from the Grade Book program. See how to print report cards.

Funds for Church Office, School Office, and Formation Office - (2 Hours Each)

By taking these classes, you will learn how to:

Learn how to setup funds in the School Office Management program.
Create fund periods, groups, and activities.
Use the different function types.
Add funds to families.
Enter tuition & fees.
Use the extra steps involved running financial reports.

Quick Postings And Processes for School Office - (2 Hours)
Learn how to efficiently enter information for many families, parents/guardians, students, teachers, and funds using the various quick posting processes. See how to make changes to large amounts of data using the processes.

Quick Postings And Processes for Church Office - (2 Hours)
Learn how to efficiently enter information for many families, members, and funds using the various quick posting processes. See how to make changes to large amounts of data using the processes.

Quick Postings And Processes for Formation Office - (2 Hours)
Learn how to efficiently enter information for many families, parents/guardians, students, catechists, and funds using the various quick posting processes. See how to make changes to large amounts of data using the processes.

Sharing Data Between Church-School-Formation - (2 Hours)
Review configuring the program for use on a network to share data with other PDS Office programs. See how to add families that have already been entered in another PDS Office program (shared database environment). Explore the use of the Quick Add feature that allows you to quickly setup a new program to an existing database (for example, to add the Formation program to an existing Church Office database).

End-Of-Year for Church Office - (2 Hours)
See how to create a checklist for end of year processing and new year fund setup. Review the end of year processes and the processes for setting up new fund periods. See how to print tax statements and how to customize the end-of-year letter.

EOY - New Year Setup for Formation Office - (2 Hours)
See how to create a checklist for end of year processing and new year fund setup. Review the end of year processes and the processes for setting up new fund periods. See how to prepare for the upcoming year.

EOY - New Year Setup for School Office - (2 Hours)
See how to create a checklist for end of year processing and new year fund setup. Review the end of year processes and the processes for setting up new fund periods. See how to prepare for the upcoming year.

EOY - Fiscal for Ledger- (2 Hours)
See how to create a checklist for end of fiscal year processing and new fiscal year setup.

End-Of-Year for Ledger And Ledger/Payroll (1099's-W2's-etc.) - (1 Hour)
Learn how to close the payroll year. Making the End-Of-Year backup. Print W-2's and 1099's for both Vendors and Employees. Reprinting W-2's. Submitting electronic W-2's. Printing payroll reports for the previous year (after the close). Close of Fiscal Year (only if fiscal year ends in December).