Check/Payment Import Field Information
Fund
- Select the Fund
- You can select whether to import the fund numbers from your file or to assign a fund for all checks/payments. If you assign the fund, the Fund Number defaults to the first fund listed in PDS, but you can change it.
CAUTION: The fund must already be set up in your PDS Office program in order for this information to import correctly.
- Select the Activity Name
- You can select whether to import the activity names from your file or to assign an activity name for all checks/payments. If you assign the activity, the Activity Name defaults to the first activity listed for the fund in PDS, but you can change it.
CAUTION: The activity name must already be set up in your PDS Office program in order for this information to import correctly.
Identification Information
This information is used to match the family record in PDS before you import the information from your file. The program attempts to match families based on the following information, in this order: phone number, email address, last name and numbers in the address. If no match is found, you can manually match each family or add a new record.
- Name
- Select the column in your file that corresponds to the name of the person who gave the check/payment.
- Address / City or City, State / State
- Select the column in your file that corresponds to the person's address, if applicable. Select the city and state if separated in your file, or select the field that corresponds to the city and state if listed together in the same column in your file.
- Phone Number
- Select the column in your file that corresponds to the person's phone number, if applicable.
- Email Address
- Select the column in your file that corresponds to the person's email address, if applicable.
Check/Payment
- Transaction Date
- Only dates formatted as MM/DD/YYYY are recognized.
- Amount
- Select the column in your file that corresponds to the check/payment amount.
- Check Number
- Select the column in your file that corresponds to the check number, if applicable.