Start a Prenotification Process

When you run a prenotification process, the program prepares a prenotification authorization file for the selected constituents with financial accounts with an EFT status of "Prenotify." After you run a prenotification process, you can download and send its prenotification authorization file to your organization’s bank to be processed. A prenotification authorization file verifies that the electronic transfer is set up correctly but does not actually transfer funds from the constituent’s bank account.

When you run the prenotification process, the program automatically changes the EFT status of the affected financial accounts to "In process." When you receive notification from your organization’s bank about whether each account is set up correctly for electronic funds transfer, you can update the EFT status to "EFT" or "Inactive."