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Member Menu: Secure Access & Account Management

Access exclusive features with a secure member menu. Add funds using credit cards. View reports. Easily manage transactions and account activities. Contact EFTS staff for assistance.

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Member Menu: Secure Access & Account Management

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  1. Membership has its privileges Member Menu – secure account specific access for member only

  2. Add funds via credit card: Use link “ Credit Card Deposit Request” Enter REQUEST for transaction to be processed - by end of business day

  3. Confirmation of transaction to ‘Member Messages’ … Successful credit card deposit notification

  4. …and to contact e-mail

  5. Review ‘Reports’

  6. More about ‘Reports’ Transactions UPLOADED during the current calendar month

  7. Deposits: via check, credit card, wire, or fund transfer from another library Deposits RECORDED during the current calendar month

  8. … ‘Reports’ Summary of account activity for a period greater than one month Summarized accounting information for a period greater than one month

  9. … ‘Reports’ Account statement for a specific month – other than the current calendar month

  10. Report your LEND activity via the TRANSACTION PROCESSING link UPLOAD file or MANUALLY ENTER transaction data

  11. Docline FileBuilder, QuickDoc, Clio or Illiad Select your saved file then UPLOAD

  12. OR - Manually enter transactions – includingrefund/credits - using the EFTS loan editor

  13. After all data entry, select ‘View Pending Uploads’

  14. If satisfied, click ‘Upload Transactions’ 1 1 No problems or errors

  15. Successful transactions post in ‘Reports – Current Month Activity’ All Uploads and Manually entered transactions during the current calendar month

  16. Other Questions? Contact EFTS staff:

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