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Exporting Deposits

Fund E-Z Export

This section examines how to export deposits through Fund E-Z.

You can add a report and custom fields to your MinistryPlatform system so you can 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. In the navigation menu, click Lookup Values > Banks.
  2. Add the account number field.
  3. In the navigation menu, click Church Structure > Programs.
  4. Add the FundEZ Fund, FundEZ Dept, and FundEZ Subaccount fields.
  5. In the navigation menu, click Events.
  6. Add the project code field on any necessary events.
Once you enter information into these fields, 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 view 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 Deposits to Fund 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 view, and change your selection drop-down to Current/Unsaved Selection to confirm your selection.
  5. Optional: Run any preliminary reports for this selection of deposits.
  6. Click Reports > Selected Deposit Fund E-Z Export.
    1. Select the bank account.
    2. Click View Report.
    3. Review the 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.
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Last updated: March 25, 2025