Web Pledge Import module allows you to import pledges downloaded from any web-based form. Robust donor matching minimizes duplicates.
Electronic Fund Transfers
Electronic Fund Transfers module provides valuable time saving procedures involving electronic fund transfers. It can be used to import information from an outside E.F.T. firm or to export a NACHA file formatted for processing by your bank. The automation benefits of the export/import tools will soon pay for the module in time saved not having to post E.F.T. payments individually.
Lock Box Imports
Lock Box Import automatically saves payments downloaded from a lock box service. It posts payments fulfilling open pledges and updates the donor’s membership records. This cost effective automation module eliminates the manual entry of check payments returned with solicitation reply forms.