Fund E-Z Export
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.
- Go to , and add the Account Number field.
- Go to , and add the FundEZ Fund, Fund EZ Dept, and FundEZ Subaccount fields.
- Go to Events
- Add the Project Code field on any necessary Events.
- 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 Deposits to Fund E-Z
- In the navigation menu, click .
- Make sure you have no records selected on the Deposits page.
- Change your view to Ready to Export.
- Select all the Deposits in the Ready to Export view, and change your Selection drop-down to Current/Unsaved Selection to confirm your selection.
- Optionally, run any preliminary reports for this selection of Deposits.
- From the Reports menu, select Selected Deposit Fund E-Z Export.
- Select the bank account.
- Click View Report.
- Review the on-screen report.
- If the report is correct, click the Prepare Export link in the report.
- Export the results to a CSV.
- Import into Fund E-Z.