Exporting Deposits
This section covers how to export deposits from MinistryPlatform to several different accounting systems, including ShelbyNext, Shelby v5, Intacct, Financial Edge, ACS, and more.
- Once you create your deposit, you can export the information to your accounting system.
- Each Deposit record in MinistryPlatform has a status of Exported. Initially, this value is set to No. Change the value to Yes once the deposit is recorded in the accounting system:
- The export field on the deposit is set to Yes automatically when you use the Deposit Export Tool or a routine.
- The export field on the deposit is set to Yes manually when:
- You manually create the deposit in the accounting system;
- The deposits are already reflected in the accounting system; or
- The deposits do not need to be reflected in the accounting system (for example, non-cash gifts or adjustments with no general ledger impact).
- Before you export the deposit information, be sure to have the receipt from your bank confirming your deposit was made, as well as the amount of the deposit.