membership has its privileges
DESCRIPTION
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. - PowerPoint PPT PresentationTRANSCRIPT
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: