Set Up for Electronic Banking

Setting Access for Electronic Banking Processes in Administration

 
Permission to perform certain tasks in CDM+ must be assigned to users by someone with CDM+ Administrative privileges.
 

Process Pending Gifts

Select Administration from the File menu. Select the user you wish to give access to process gifts made through the CDM+ Online Giving Tools and scroll down to the Contribution section.
 
Click the Process Pending Gifts box to give a user permission to process online gifts.
 
Check the box next to Process Pending Gifts. If you are finished making changes to this person's access settings, click Save.
 

Deposit Processing

Select Administration from the File menu. Select the user you wish to give access to process electronic deposits made through the CDM+ Online Giving and/or Registration Tools and scroll down to the Accounting section.
 
 
Check the box next to Deposit Processing and click Save.
 

Setting Up Accounts for Income and Fees

 

Online Giving Tool

>Contributions >Contributions Setup >Giving Funds
 
 
Enter the account number to which you want the merchant fees to be charged against on this window. This could be an expense account or it could be the income account so that the revenue is net of the amount received.
 

Single Event Registration Tool

>Event Registration >Event Records
 
 
Enter the account number to which you want the merchant fees to be charged against on the Event Record. This could be an expense account or it could be the income account so that the revenue is net of the amount received.