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Export Deposits to Fund E-Z

A report and custom fields can be added to your MinistryPlatform system to allow you to create a file that creates 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 a Professional Services project.

Initial Setup

  • A SPoC must complete some initial setup for this.
If a new Program or Bank is added in the future, this process must be repeated for the new additions.
  1. Go to Lookup Values > Banks, and add the Account Number field.
  2. Go to Church Structure > Programs, and add the FundEZ Fund, Fund EZ Dept, and FundEZ Subaccount fields.
  3. Go to Events
  4. Add the Project Code field on any necessary 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.

Export to Find E-Z

  1. In the navigation menu, click Contributions > Deposits.
  2. Make sure you have no records selected on the Deposits page.
  3. Change your view to Ready to Export.
  4. Select all the Deposits in the Ready to Export view, and change your Selection drop-down to Current/Unsaved Selection to confirm your selection.
  5. Optionally, run any preliminary reports for this selection of Deposits.
  6. From the Reports menu, select Selected Deposit Fund E-Z Export.
    1. Select the bank account.
    2. Click View Report.
    3. Review the on-screen report.
    4. If the report is correct, click the Prepare Export link in the report.
    5. Export the results to a CSV.
  7. Import into Fund E-Z.