Applications – Process Outline
Step 1 – Apply Now
Initial contact & Questions
Complete Application
Applicant References
President Approval
Tax1099 –
W8, W9, Social Security
Create Account in phpServant
Create Account in Grantware
Create Contact Name in Email
Send Welcome to MEI Email
Personalize their Giving Account
Accounts Receivable (AR)
Pickup Mail Donations
Retrieving Electronic Donation Information
Batch Entry into phpServant
Batch Entry into GW
Batch Entry into Quickbooks
RDC Deposits
Merge Duplicate Donor Contact Info
Donations Requiring Attention
Recurring Donations that Require Attention
Changes or Backouts in PHP
Recon Arvest with electronic incoming donations
Accounts Payable (AP)
Missionary Support
Verify GW to PHP
Support Report
Vendor Maintenance
Recon
Banks
Credit Card
PayPal
Failed
Assets & Liabilities
Verify Bank to Cardpointe/phpServant (Roy and Angie)
IRA
Discretionary Payments
Recode 9 IRS Regions
Accounts Receivable (AR)