A Workflow for reconciling NMI Settlements and Rock Transactions

{% raw %} The Problem: Our church is rolling out Rock in a limited way, to begin with. We are starting with our External Website and by extension online giving. We opened an account with MyWell, but so far the experience of matching transactions in an NMI settlement with Transactions in Rock has been difficult, especially when ACH deposits are made when the time between the donation and the deposit can be longer. We also knew that given the sporadic times that fees can be withdrawn from the checking account, finding the exact fees for the various accounts that needed to cover their fees would be difficult. I knew that the transaction code in rock matched the transaction code in NMI and that in the NMI gateway, I could download a list of transaction codes in a settlement from NMI, but st...

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