Confirm that you have purchased the optional RE:EFT module and it is unlocked. If it is not, contact your Account Manager at or call (800) 443-9441.

If EFT is available to other users:

    • Click Admin, Security.
    • Open the appropriate security group.
    • In the Group Privileges frame, select Batch.
    • Click Options.
    • In the Batch Type frame, select Gift.
    • In the Batch Privileges frame, select Automatically Generate Transactions/Payments and any other appropriate options.
    • Click OK and save and close the security group.