EFT Folders

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EFT Folders

All your client information is stored in an appropriate EFT Folder.

The Folder Information tab shows your organization information (originator ID, banking information, etc.) about the type of transactions contained in the folder (pay employees, collect membership dues). When the  restrictions of the 30 Day Trial Version are removed, there is no limit to the number of folders that can be created in The Scheduler.

The Client tab has all the details of the clients associated with this folder. There is no limit to the number of clients that can be entered.