Tag Archive for: electronic funds transfer

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NewViews Feature Showcase – EFT and Pre-authorized Deposits

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To close our NewViews Feature Showcase on EFT, the video below demonstrates how to set up and process pre-authorized deposits from customers. This video is Part 2 in a series; Part 1, which demonstrates how to pay suppliers using EFT, can be found here.

NV2 and NewViews for Non-Profit Housing users may also want to review the section Recurring (Post Dated) Transactions in the User Guide to learn how to set up recurring transactions quickly and easily using the Tools > Create Transactions > Post Dated command.

Thank you to everyone who took the time to learn more about NewViews and EFT by watching videos, reading the FAQ and/or participating in our Ask the NewViews Expert session.

If there are specific topics you would like to see covered in upcoming NewViews Feature Showcases, please use our feedback form to let us know!

 

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NewViews Feature Showcase – EFT Payments to Suppliers

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Throughout April, we’ll be showcasing NewViews and EFT (electronic funds transfer) to pay suppliers and accept deposits from customers. EFT is a time-saving and convenient option that helps you manage your cash flow and reduces costs associated with producing and processing paper cheques. Best of all, EFT functionality is built right into NewViews – the only additional charges are any fees your bank may impose.  Make sure you are running an up-to-date version of NewViews to take advantage of this great feature.

The video below demonstrates how to pay suppliers using EFT; later this month, we’ll upload a video on how to accept deposits from customers.

We’ll also be posting FAQs for NewViews and EFT, and hosting a live online “Ask the NewViews Expert’ session on April 25 at 1 pm EST. To register for the online event and have your EFT questions answered live, click here.

 

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