home

PDS

RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

What would you like to know more about?

Show Contents

thumbnailPDS

Ledger/Payroll User Guide

Synchronize Data with the Diocese

If your diocese uses PDS DioView, you can sync your PDS Ledger/Payroll data with the diocese. Before transferring, you must have a valid ID for your organization (included in the file you make) and Internet access.

  1. On the File menu in your PDS program, click Data Synchronization > Synchronize with Diocese.
  2. If this is your first time using the transfer process, click the Internet Connection Information tab, and enter your web service information.
    Note: This information is supplied by your diocese. The values for this field only need to be entered once. The information is saved when you leave this tab.
  3. If you want to send up your church's alternate account number to the diocese, select Include Alt. Account in name.
    Note: If there are multiple accounts mapping to one account, it will send up the last alternate account number for that type of account.
  4. Click the Summary Information tab. If you ran this process previously, you can click View Last Summary and View History of Past Summary to view prior synchronized data.
  5. Click Next.
  6. Click Review Accounting Mapping to select which diocesan account number to use for each local account number. If the account numbering system is the same as the diocesan numbering system, the program does this for you. If your account numbering system is different, make selections manually.
    Note: This button does not display if your diocese configures this mapping.
  7. After you review the account mapping, select the account data to transfer, and click Next.
  8. Click Start Update to synchronize your selected information. The program uploads the monthly totals for each account.
  9. When the process completes, click Finish.

Set Up Automatic Updates

You can schedule automatic updates to transfer the data at a specific time interval.

  1. On the File menu in your PDS program, click Data Synchronization > Synchronize with Diocese.
  2. On the Internet Connection Information tab, make sure your web service information is correct.
  3. Click the Automatic Update tab, and select an option for when you want the automatic update to run.
    Note: To use an application outside of PDS, such as Windows Task Scheduler, select Automatically Update Using External Scheduler. Refer to the application's documentation to set up external scheduled tasks.
  4. Optionally, enter an email address to notify in the event of errors during the update.
    CAUTION: If you haven't already, set up your email server in order to receive errors via email.
  5. Click Save.
Ledger_Payroll

Last updated: October 29, 2024