Can EFT info be set up for payees that don't have a membership number?

Can EFT info be set up for LDS Family Services (Can Vancouver Family Services Agency) or other Payees that aren't a member with a membership number?

Would it just involve asking someone from their office to make an churchofjesuschrist.org account for the office and entering their EFT info in the donations setting section of the churches website?
It seems like it should work, is there any reason not to try this?

shanepoettcker wrote:Would it just involve asking someone from their office to make an churchofjesuschrist.org account for the office and entering their EFT info in the donations setting section of the churches website?

I doubt if it would work. The person would have to be a member of your unit to show up on your list. And to do that, they have to be a member.

russellhltn wrote:

shanepoettcker wrote:Would it just involve asking someone from their office to make an churchofjesuschrist.org account for the office and entering their EFT info in the donations setting section of the churches website?

I doubt if it would work. The person would have to be a member of your unit to show up on your list. And to do that, they have to be a member.

Actually, in my case 'Can Vancouver Family Services Agency' does show up in my payee list. I haven't done it just yet, but it would seem that entering expenses for them via the church website with payment type set to check should work just fine. I'll just have to go to the church to print the cheque when I'm done.

So yeah, I'm just wondering if I can save time by skipping a couple steps - printing the cheques and getting a second signature and mailing them. It would still run through the online approval process so it seems like it should work.

I was under the impression that the system automatically selects the payment type. If that user is set up for EFT, that's what happens. Otherwise, it makes you print a check. I don't think you can set up a EFT for them, or create a create a bogus user to route it to.

russellhltn wrote:I was under the impression that the system automatically selects the payment type. If that user is set up for EFT, that's what happens. Otherwise, it makes you print a check. I don't think you can set up a EFT for them, or create a create a bogus user to route it to.

If the user is setup for EFT then you can select either EFT or check. If they are not setup for EFT then if you select EFT then it will give an error message and the submit button will be disabled. The clerk cannot setup EFT for a payee. That has to be done by the member.

shanepoettcker wrote:Actually, in my case 'Can Vancouver Family Services Agency' does show up in my payee list. I haven't done it just yet, but it would seem that entering expenses for them via the church website with payment type set to check should work just fine. I'll just have to go to the church to print the cheque when I'm done.

Yes, you can setup the check beforehand but then you have to go to the check to print (as you say).

shanepoettcker wrote:So yeah, I'm just wondering if I can save time by skipping a couple steps - printing the cheques and getting a second signature and mailing them. It would still run through the online approval process so it seems like it should work.

I'm afraid there is no way to do that. If the agency sets up a Church Account it wouldn't have a membership number so it wouldn't be in your ward and wouldn't be available to you for EFT. There is no way for you to associate a non-member payee (like you have for the agency) with a non-member church account. You have to use checks for anyone other than members of your ward who have set up their EFT details.

eblood66 wrote:The clerk cannot setup EFT for a payee. That has to be done by the member.

Here in the UK, we can also set up payee EFT bank details on behalf of an individual/organisation. As an example I as a Ward Clerk with a Bishopric counsellor are required to sit down together, at a computer, enter the details then we both sign off with our Church accounts. This enters details without any other workarounds. Similar process to adding an individual, in MLS, who will be handling finances.

This process is completed after having added the relevant address, contact information etc.

shanepoettcker wrote:Can EFT info be set up for LDS Family Services (Can Vancouver Family Services Agency) or other Payees that aren't a member with a membership number?

I have been able to pay via EFT a member who had recently moved out of my ward. Although I no longer held their membership record, I think I still had them listed as a Payee. Even so, I think I could have created a Payee record for them using their MRN.

Also, I have seen IROP expenses for our local LDS Family Services office come through. So they must have a method for directly charging units for services rendered. The charges are passed through to the Fast Offerings account, so they don't affect the ward budget.