Tech Forum Archive

Member Reimbursement Account not recognized

15 postsstarted by cjbeckert 4,123 viewsoriginal topic

cjbeckert
New Member
#1
Has anyone had problems with a member's reimbursement account not being recognized for ACH payments?

With ACH reimbursements finally going live for us this weekend, we wanted to try it out. Our first ACH reimbursement attempt belonged to a sister who never used online donations before but uses a check for donations instead. She agreed to try out the ACH reimbursement. I had her go to her Donations settings, then to Expense Reimbursement Account, and add her bank info which appeared to take. I then attempted to initiate a ACH expense in the LCR but when I selected her as a Payee a warning popped up that no EFT details exist for the Participant. I had her double check that her bank information was listed and correct in the Expense Reimbursement Account section, which she confirmed it was. I attempted a few other times yesterday and today as well with the same results.

We've had two other wards process ACH reimbursements today with no issues. I activated my own and wife's reimbursement accounts yesterday (we've used online donations for the past couple years) and verified our reimbursement account was recognized when selecting each of us as a Payee for an expense.

Is there perhaps some type of delay in the system for members who have never used online donations before and then add bank information for the first time?
eblood66
Senior Member
#2
I haven't seen that. But even after a year on the beta program, we probably only have about 20 members with their accounts set up for deposit so it's not a big sample. All of them were primarily online donors.
jdlessley
Community Moderators
#3
Make sure the member is using a bank checking or savings account. Additionally the member should ensure the routing number and account number are correct. If there is a question about the numbers to use, the member should contact their bank. I have a bank that uses one routing number for processing paper checks and another routing number for processing electronic funds transfer (EFT)/automated clearing house (ACH) transactions.
JD Lessley
Have you tried finding your answer on the ChurchofJesusChrist.org Help Center or Tech Wiki?
russellhltn
Community Administrator
#4
cjbeckert wrote:Is there perhaps some type of delay in the system for members who have never used online donations before and then add bank information for the first time?
This is still super new to us, but a delay for all the computers to sync up would not surprise me in the least.
Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

So we can better help you, please edit your Profile to include your general location.
morrisangusgraham
New Member
#5
Request for reimbursement:

Missionary Department,

[-- Moderator note: Details of requested reimbursement removed --]

Thank you kindly,

Elder Morris Graham
scgallafent
Church Employee
#6
morrisangusgraham wrote:Request for reimbursement:

Missionary Department,
This is a user-to-user support forum, not a tool for submitting reimbursement requests. I recommend you contact the mission you were assigned to for assistance in submitting this request.
devonerickson
New Member
#7
cjbeckert wrote: Sun Mar 17, 2019 1:17 pm Has anyone had problems with a member's reimbursement account not being recognized for ACH payments?

With ACH reimbursements finally going live for us this weekend, we wanted to try it out. Our first ACH reimbursement attempt belonged to a sister who never used online donations before but uses a check for donations instead. She agreed to try out the ACH reimbursement. I had her go to her Donations settings, then to Expense Reimbursement Account, and add her bank info which appeared to take. I then attempted to initiate a ACH expense in the LCR but when I selected her as a Payee a warning popped up that no EFT details exist for the Participant. I had her double check that her bank information was listed and correct in the Expense Reimbursement Account section, which she confirmed it was. I attempted a few other times yesterday and today as well with the same results.

We've had two other wards process ACH reimbursements today with no issues. I activated my own and wife's reimbursement accounts yesterday (we've used online donations for the past couple years) and verified our reimbursement account was recognized when selecting each of us as a Payee for an expense.

Is there perhaps some type of delay in the system for members who have never used online donations before and then add bank information for the first time?
I am experiencing a similar issue with a member. They are all set up for electronic payments of tithing, which works fine for them. They have also checked the box for online reimbursement of expenses using the same bank account, but when I enter their information for electronic reimbursement, I receive the same error mentioned previously ("No EFT details exist..."). Has anyone been able to resolve this issue?
BrianEdwards
Senior Member
#8
Has anyone been able to resolve this issue?
Just to confirm, how long has it been since the member checked the box for electronic reimbursement? I know I often see responses in the Forum where users expect things to have a quicker turnaround than what ends up happening. Might not be the case here, but it wasn't clear if they've been paying online tithing for a while and just recently checked the box for electronic reimbursement.
owentolley
New Member
#9
devonerickson wrote: Thu Oct 07, 2021 7:51 pm
cjbeckert wrote: Sun Mar 17, 2019 1:17 pm Has anyone had problems with a member's reimbursement account not being recognized for ACH payments?

With ACH reimbursements finally going live for us this weekend, we wanted to try it out. Our first ACH reimbursement attempt belonged to a sister who never used online donations before but uses a check for donations instead. She agreed to try out the ACH reimbursement. I had her go to her Donations settings, then to Expense Reimbursement Account, and add her bank info which appeared to take. I then attempted to initiate a ACH expense in the LCR but when I selected her as a Payee a warning popped up that no EFT details exist for the Participant. I had her double check that her bank information was listed and correct in the Expense Reimbursement Account section, which she confirmed it was. I attempted a few other times yesterday and today as well with the same results.

We've had two other wards process ACH reimbursements today with no issues. I activated my own and wife's reimbursement accounts yesterday (we've used online donations for the past couple years) and verified our reimbursement account was recognized when selecting each of us as a Payee for an expense.

Is there perhaps some type of delay in the system for members who have never used online donations before and then add bank information for the first time?
I am experiencing a similar issue with a member. They are all set up for electronic payments of tithing, which works fine for them. They have also checked the box for online reimbursement of expenses using the same bank account, but when I enter their information for electronic reimbursement, I receive the same error mentioned previously ("No EFT details exist..."). Has anyone been able to resolve this issue?
I had this issue when trying to reimburse my bishop. We are YSA ward and because of that, I think the bishop might actually be "out of unit" which makes it weird but I'm not sure. Either way, the payee information that would come up for him on the expenses page not with his membership number but a CUBS-xxxxxx. This payee information was not linked to his member account so that is why no ETF details were found. All I had to do was create a new payee and use his membership number and then it worked.
MurdockM
Member
#10
Late comment...

Fin Clerk here,
Today while entering a reimbursement for a member who has opted into EFT reimbursement "No EFT details..." was displayed.

Later while entering donations via LCR I noticed that member listed twice. Once followed by CUBS (Church Unit Banking ... -XXX) and the 2nd time followed by their membership number. I recorded the donation under the name with the correct membership number attached. Then, after closing the batch I merged the ancient CUBS entry with the current entry (followed by the members membership number).

Some other members were also listed twice. However I could not later find them via "Participants" in order to merge them with their current membership number listed entry.
I wish there was a way to search for possible duplicate listings. I'd like to clean things up before the official year end statements are issued.
richardhi99
New Member
#11
Stake Assistant Clerk for Finance:

Out of Unit Member in a YSA stake, has ACH reimbursement working in home ward, but not in the OofU Stake. Some OofU members it works, some not. Is it possible there are different ways an OofU member is brought into the Stake? Work around is to create a new member with their membership number. Then write a check. ACH still does not work.

Also as I tried to get help, when I choose contact, it logs me out. I could not find a number to call and other than the forum here, there was no help on this subject I could find.
russellhltn
Community Administrator
#12
I'd start by verifying that the member has set up the "Expense Reimbursement Account" in the online donation > settings page. Being able to donate isn't enough.

The fact that it works for some OofU members makes me suspicious that it's a setup issue on the member's side.
Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

So we can better help you, please edit your Profile to include your general location.
jonesrk
Church Employee
#13
There is a difference in stake callings vs ward callings. For ward callings they have to create an out of unit record before they can record the calling. For stake callings they just use the mrn (because stakes can't have members directly in them). That might another reason some work differently.
russellhltn
Community Administrator
#14
jonesrk wrote: Thu Mar 10, 2022 8:47 am That might another reason some work differently.
Good point.
Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

So we can better help you, please edit your Profile to include your general location.
eblood66
Senior Member
#15
Note that you don't have to create an out-of-unit record to pay someone electronically. You can add a new payee in the expense screen using their membership number. In my experience you can then send them an electronic reimbursement. I recently had to do this with a college student who moved back to college before getting their reimbursement account set up. Once they set it up I added them as a payee and sent them their reimbursement.