A report and custom fields can be added to your MinistryPlatform system so you can create a file that makes debits and credits for Fund E-Z journal entries. If you want this functionality added to your system, a SPoC can contact Support and request this as an Integrations project.
Initial Setup
A SPoC must complete some initial setup for this functionality to work. If a new Program or Bank is added in the future, this process must be repeated for the new additions.
- Go to Lookup Values > Banks, and populate the Account Number field.
- Go to Church Structure > Programs, and populate the "FundEZ Fund," "Fund EZ Dept," and "FundEZ Subaccount" fields.
- Go to Events, and populate the Project Code field on any desired Events.
Once these fields are populated, you can test your setup as follows:
- MinistryPlatform creates a CSV file that you can use as many times as necessary to load in Fund E-Z if it doesn't work the first time. If you are familiar with Fund E-Z and what information the file needs, you can look at the file to verify it before importing to Fund E-Z.
- We do not recommend testing with a Deposit that's already been exported and used in your legacy or current financial system.
Exporting to Fund E-Z
- Go to Stewardship > Deposits.
- Make sure you have 0 Selected on the Deposits page.
- Change your view to Ready to Export.
- Select all the Deposits in the Ready to Export view, and change your Selection drop-down to Current/Unsaved Selection to confirm your selection.
- If desired, run any preliminary reports for this selection of Deposits.
- Click Reports > Selected Deposit Fund E-Z Export.
- Select the Bank account.
- Click View Report.
- Review the on-screen report.
- If the report is correct, click the Prepare Export link in the report.
- Export the results to a CSV.
- Import to Fund E-Z.