membership has its privileges

Membership has its privileges

Member Menu – secure account specific

access for member only

Add funds via credit card: Use link “ Credit Card Deposit Request”

Enter REQUEST

for transaction

to be processed -

by end of business day

Confirmation of transaction to ‘Member Messages’ …

Successful credit card

deposit notification

…and to contact e-mail

Review ‘Reports’

More about ‘Reports’Transactions UPLOADED during the

current calendar month

Deposits: via check, credit card, wire, or fund transfer from another library

Deposits RECORDED during the

current calendar month

… ‘Reports’

Summarized

accounting

information for a period greater

than one month

Summary of account

activity for a period

greater than one month

… ‘Reports’Account

statement for a

specific month –

other than the current

calendar month

Report your LEND activity via the TRANSACTION PROCESSING link

UPLOAD file or

MANUALLY ENTER

transaction data

Docline FileBuilder, QuickDoc, Clio or Illiad

Select your saved

file then UPLOAD

OR - Manually enter transactions – including refund/credits - using the EFTS loan editor

After all data entry, select ‘View Pending Uploads’

If satisfied, click ‘Upload Transactions’

No problem

s or errors

1

1

Successful transactions post in ‘Reports – Current Month Activity’

All Uploads

and Manually entered

transactions during

the current calendar month

Other Questions? Contact EFTS staff: