Get practical tips and real-world examples to help your parish steer clear of common audit findings in your next Agreed-Upon Procedures (AUP) review. This session will cover the most frequent compliance issues, simple fixes, and proactive steps to keep your financial practices audit-ready all year long. Whether you’re new to the process or a seasoned pro, you’ll leave better prepared—and with fewer dings.
One of the tasks parishes need to complete during an Agreed Upon Procedure (AUP) is a reconciliation of the data entered in the Offering system versus the data entered as Deposits in the Accounting system.
For parishes who use ParishSOFT Accounting, and who have the Accounting Integration enabled, this process is quick and easy.
Watch the video to learn how to download data from both Offering and Accounting, Download the ParishSOFT Offering to Accounting Reconciliation Template, and follow the instructions listed below to complete this reconciliation.