With this quick posting, you can transfer electronic giving directly from families' accounts into your organization's account. There are a few things you need to do before you can post.
To prepare for this quick posting
Set up your eGiving provider, such as Vanco Payment Solutions.
We have arrangements with several companies that you can use. If you use a different company to create an ACH file, an extra step is required when importing.
- If you use Vanco or ACH, click Contributions, and in the Rates/History/Kywrds window, enter each family's terms and rates for payment.
- Select Using eGiving (EFT), and click EFT Info. Enter the family's values for this rate.
- Click Save/OK.
In the Contributions navigation pane, click Quick Posting > eGiving.
To post eGiving
- Select your transfer type. For more on transfer types, see the Additional Field Information.
Make your selections. If you use PDS Ledger or QuickBooks, you can export batch totals.
Never select an ending date beyond today's date. This can trigger future transactions and result in insufficient funds.
- For Direct Debit File, you can enter an override batch date that displays instead of the scheduled payment date.
- For a transfer type other than Vanco or ACH File, enter the name of the file provided to you.
- Click Next, and review your list of transactions. If needed, add or edit any information.
- When you're ready to post to the selected records, click Next.
To begin transferring, click Process eGiving.
Each file is transmitted to the company of your choice, and the transactions post to the Family window.
- When the transfer is complete, select the reports you want to print.
Posted transactions are marked with one of the following values in the Check column:
|Check Value ||What it means|
|EFT||Transactions posted with Vanco Payment Solutions, ParishPay, FACTS, or SMART types. This displays after the funds have been received.|
|EFT-Pend||Pending transactions posted with ACH file types. This is similar to an entry for a check that hasn't cleared the bank yet. Use the report from your eGiving company to manually change the status of any entry that is in error or denotes insufficient funds.|
|EFT-Req||A payment is required from the family. This is automatically marked during the Pledge Card quick posting if you add an initial payment for a family who wants to pay electronically. You can then enter the family's account information and the initial transaction date. After you run the eGiving and the Check Batch Status processes, this is replaced by EFT, EFT-ISF, or EFT-Error.|
|EFT-ISF||Insufficient funds. This doesn't count as a payment or count toward the totals.|
|EFT-Error||Error during processing. This doesn't count as a payment or count toward the totals.|
|Online||Transactions were posted online with Vanco Payment Solutions.|
Select a type based on the company you use for fund transfers.
Vanco - Auto Connect — Uses the credit card and checking/savings account information stored on the Vanco website instead of sending it from the PDS data file. Your parishioners can link directly from your parish website to secure donation pages. From there, they can make one-time donations/payments or set up a series of automatic donations/payments. If a new record is found online, you can add it in PDS before posting.
To review and verify transactions, use the Check eGiving Status quick posting.
- Vanco - Classic Import — Receive a file from Vanco to use with this quick posting. Only valid transactions are imported. Contact Vanco Payment Solutions at 800-675-7430 or CS@VancoPayments.com to inform them that you want to receive data files for importing.
- Acceptiva — Receive a file from Acceptiva to use with this quick posting. You can import the file whether or not an ID number is present.
- ACH File — This creates a file based on the information you enter for accounts, date of transaction, and amounts. Send this file to the company and receive the results at a later time. You can fix any transactions that are reported by the company as ISF or in error. Make sure you've set up your bank information.
- Cathedral Corporation - ACT Online Giving — Receive a file from Cathedral Corporation to use for this quick posting.
- Direct Debit File — Create an external file in tab delimited format.
- Diversified Check Solutions — Electronically deposit checks with Diversified Check Solutions. Includes checking, savings, debit, credit, and money orders.
- e-Contributions-Paluch's Electronic Giving — Receive a file from e-Contributions to use with this quick posting. Only valid transactions are imported.
- EFT Corporation — Allow your members to set up electronic offerings to be automatically transferred from their accounts.
- Faith Direct — Receive a file from Faith Direct to use with this quick posting. The information from the file posts to matching transactions on the History and Keywords tab.
FACTS with Sub-Accounting — Works just like FACTS, except you can break a single amount into tuition and fees. For example, if you post a $300 payment to a fund, you can split it between two entries: Tuition = $250 and Monthly Fee = $50. If a new record is found in the file, you can add it before posting.
- First Payment Systems — Receive a file from First Payment Systems to use with this quick posting. The file includes the fund activity name, such as Offering or Christmas Donation. Only valid transactions are imported.
- GFTS eGiving — Receive a file from GFTS eGiving to use. The file includes the fund activity name, such as Offering or Christmas Donation. Only valid transactions are imported.
- Give Central — Receive a file from Give Central to use with this quick posting.
- Format 1 (Formerly Good Shepherds Bank) — Receive a file in the format specified for this format. This was formerly used with Good Shepherds Bank.
- myEoffering — Provided by Church Budget. Includes checking, savings, and credit cards. An agreement is required before using this service.
- NCS E-Giving — Receive a file from NCS E-Giving to use with this quick posting.
- Our Sunday Visitor — Receive a file from Our Sunday Visitor Online Giving.
- Parish Giving — Upload files generated by Parish Giving directly into the PDS system.
- ParishPay — Receive a file from ParishPay to use. Only valid transactions are imported.
- PledgeConnect — Receive a file from PledgeConnect to use with this quick posting.
- Sage — Accept donations online and to process credit card, check, and recurring billing.
- Sage - Simple Format — Provides electronic payments services for retail, mail order/telephone, and internet. Includes checking, savings, and credit cards.
- Smart Payment Solutions — Create an ACH file to send to the company for processing. The transactions are also posted to the Rates/History/Kywrds window.
- SMART Tuition Mgmt Services — Receive a file from SMART to use with this quick posting. Only valid transactions are imported.
- Stewardship Technology — Receive a file from Stewardship Technology to use with this quick posting. An agreement is required before using this service.
- Toshiba Business Solutions New York — Receive data exported from an automated envelope capture and imaging program.
- Tuition Management Systems, Inc. — Receive a file from TMS to use with this quick posting. Only valid transactions are imported.
- WeShare — Upload files generated by WeShare directly into the PDS system.
- 5/3 Bank — Receive a file from 5/3 Bank to use with this quick posting. Matching transactions post to the Rates/History/Kywrds window.