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Export Deposits to ACS

 

A report and custom fields can be added to your MinistryPlatform system so you can create a file that makes debits and credits for ACS journal entries. If you want this functionality added to your system, a SPoC can contact Support and request this as an Integrations project.

Initial Setup

A SPoC must complete some initial setup for this functionality to work. If a new Program, Bank or Congregation is added in the future, this process must be repeated for the new additions.

  1. Go to Lookup Values > Banks and populate the Account Number field. You must have at least one Bank setup. Account Number must be formatted as 1(Accounting Company in ACS) a dash and a 5-digit account number (#-#####).
  2. Go to Lookup Values > Banks and populate the ACS Source field (optional).
  3. Go to Church Structure > Programs and populate the Account Number field for all Programs. Account Number must be formatted as 1(Accounting Company in ACS) a dash and a 5-digit account number (#-#####).

Once these fields are populated, you can test your setup as follows:

  • MinistryPlatform creates a CSV file that you can use as many times as necessary to load in ACS if it doesn't work the first time. If you are familiar with ACS and what information the file needs, you can look at the file to verify it before importing to ACS.
  • We do not recommend testing with a Deposit that's already been exported and used in your legacy or current financial system.

Exporting to ACS

  1. Go to Stewardship > Deposits.
  2. Make sure you have 0 Selected on the Deposits page.
  3. Change your view to Ready to Export.
  4. Select all the Deposits in the Ready to Export view, and change your Selection drop-down to Current/Unsaved Selection to confirm your selection.
  5. If desired, run any preliminary reports for this selection of Deposits. 
  6. Click Reports > Selected Deposit - Export Preview ACS.
    • 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.
  7. Import to ACS.