Contributions-EFT
Moderators: Moderators, Tech Support
Contributions-EFT
Ran a query on PC Version 9. from Church membership pertaining to all members that contribute by EFT. The first four parishioners listed ended up with 0 for envelope numbers, the balance were correct. There are envelope numbers assigned to these parishioners. What got dropped in these four, or what is not entered the same. Thank you
EFT
Exactly which report are you running?
By the way, how many members pay by EFT? I only have two and it is more work on me than just entering checks. We are preparing to change banks and are getting ready to revoke the option to pay by EFT.
Kristi
Lea Joyner UMC
By the way, how many members pay by EFT? I only have two and it is more work on me than just entering checks. We are preparing to change banks and are getting ready to revoke the option to pay by EFT.
Kristi
Lea Joyner UMC
"Trust in the Lord with all your heart and lean not on your own understanding." Proverbs 3:5
EFT
Kristy
We have around 75 parishioners that pay by EFT. The bank does all the work, once a month around the 3-4 they do the posting from their end, send us a statement, and we just put the EFT into contributions. It is really easy. Do the usual posting to Contributions, post to the Accounting Fund Checkbook and run a posted report. I really wish everyone would pay that way. YOu know how much to budget based on the pledge card. The report is a custom report, pulling date from the membership files, and is then e-mailed to the budget envelop company. The Budget company only sends the EFT the miscellaneous envelopes, not weekly enevelopes.
We have around 75 parishioners that pay by EFT. The bank does all the work, once a month around the 3-4 they do the posting from their end, send us a statement, and we just put the EFT into contributions. It is really easy. Do the usual posting to Contributions, post to the Accounting Fund Checkbook and run a posted report. I really wish everyone would pay that way. YOu know how much to budget based on the pledge card. The report is a custom report, pulling date from the membership files, and is then e-mailed to the budget envelop company. The Budget company only sends the EFT the miscellaneous envelopes, not weekly enevelopes.
EFT cont'd
nlehrlich,
1. Your numbers. The only thing I can suggest is if it is a couple is to be sure they both have their env. number entered.
I only pull my contribution info from the Contribution Module.
2.EFT. I don't get a monthly report from my bank. I have to figure the entries just from the deposits. Know who pledged how much to Opr. or to the building fund. I finally made me a color coded copy to post from. I also think I have to enter the contributions on the date the money was deposited from each contributor. Each item is deposited on a different day...so that is 4 different posting dates for 2 people. I run reports after each contribution posted. Maybe I'm just making it too complicated.
1. Your numbers. The only thing I can suggest is if it is a couple is to be sure they both have their env. number entered.
I only pull my contribution info from the Contribution Module.
2.EFT. I don't get a monthly report from my bank. I have to figure the entries just from the deposits. Know who pledged how much to Opr. or to the building fund. I finally made me a color coded copy to post from. I also think I have to enter the contributions on the date the money was deposited from each contributor. Each item is deposited on a different day...so that is 4 different posting dates for 2 people. I run reports after each contribution posted. Maybe I'm just making it too complicated.
"Trust in the Lord with all your heart and lean not on your own understanding." Proverbs 3:5