TFW Members: Online Documentation - GoFigure: Drafting From GoFigure 1 and 2

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TFW Direct Debit drafts checking and savings accounts.
TFW Credit Cards drafts credit cards.

Six steps:

Update Checking Accounts, Credit Card Accounts
Select Drafts Due
Select Drafts Held
Select Drafts in Collections (optional)
Send
Return Results

1. Update Checking Accounts, Credit Card Accounts

In this step, we extract your latest member checking account or credit card information from GoFigure® and write it here in a format protected from theft.

We find new accounts there, and write them here with secure encryption.   We replace the number in GoFigure® with its last four digits (a security requirement called "truncation"). This step can be reversed later if you wish (Revert). More on Encryption And Truncation.

We alert you to missing information. We alert you to credit cards that are expiring, missing, invalid, or mistyped.

Message (example): "Added 2 accounts(s), replaced 1 account(s), repaired 1 account."

"Replaced" means TFW found a new full-length account number in GoFigure® for a member who already had an encrypted account number in TFW. In that case, TFW takes the new account information in place of the old.

TFW does not pick up checking account changes you make in GoFigure unless you also enter the full length account number there.

     2. Select Drafts Due

In this step, we extract from GoFigure® all check or card payments (drafts) due on or before today's date or the date you specify.

You then select which of these to write. "Select All" checks the select box on every line.

     3. Select Drafts Held
     4. Select Drafts in Collections (optional)

A second screen shows all payments still due ("held") from dates before today's date. You may select these too, and retry them.

Payments are "held over" if they have not been "deposited" by their date due. GoFigure® moves a payment to "held over" when you make a deposit for a date that should have included that payment.

Some (not all) of these are shown in GoFigure® under Deposits, on the "Drafts Held" screen.

Most (but not all) of these are shown in GoFigure® under Deposits, on the "Drafts Held" and "Collections" tabs. GoFigure® contains Drafts Held for members who owed you money when you archived them. GoFigure® does not show you those. TFW shows you those in orange highlighting. If you don't want to pursue them further you may delete them. Highlight the entire line and press the Delete key on your keyboard. A message will ask you to confirm that you want to delete the row. Click Yes and you won't see it again.

A third screen shows all payments in Collections, whether due by check or by credit card.

Collections Option: In TFW Direct Debit or TFW Credit Cards, click the Setting tab, click the GoFigure Settings button, and mark the box that reads "Show Collections".

Select "Held" and Collections payments with care. You may want to check your Payment History at the same time. Under the "Review and Report" bar, click "Payment History", then on the main menu click "Window" and then "Tile Horizontal".

If you successfully collect a Collections payment, mark it paid in GoFigure® so TFW won't present it again. TFW does not mark paid Collections payments in GoFigure® during the "Return Results" step.

The payments you select here will appear again in the next step.

5. Send (Checking, Savings, Credit Card Transactions)

In this step, we send your payments to a file for upload to your bank, or directly to your EFT or credit card service.

Click "Send". Select payments to send by clicking the box in the "Select" column.

While writing, you'll see a a blinking green light in the status bar.

As each draft is successfully sent, its status goes from "Unsent" to "Collected" or (in the case of credit cards) "Declined". For credit cards, the comment line shows your six character approval code or your decline code and decline message.

Drafts that can't be sent then say "Incomplete." That means member account information is missing.

6. Return Results

In this step, we tell GoFigure® which drafts were successfully collected. You'll see them on the Deposit screen, under Drafts or Drafts Held. They are checked for deposit. From there they go to your Daily Gross.

Only successfully collected drafts are marked in GoFigure®.

All results, successful or not, go into the TFW Payment History, in case you need to see them later.

Message (example): "Success. Collected $78 in 3 payments."

Frequently Asked Questions:

Q: What about members who are in need of a pro-rated amount? Can you just change the amount due?

A: TFW just shows what GoFigure shows. If you need to pro-rate an amount, do that in GoFigure first.

Or, skip this draft in the TFW list, take the draft some other way, and in GoFigure mark it taken (for Deposit) yourself.

For instance, take the pro-rated amount through the credit card terminal in TFW CC, or log on to AllianceACH and use their manual transaction "Create New ACH".

Once you mark a draft taken (for Deposit) in GoFigure, TFW will no longer see it or show it to you.

Q: We have a small group of women who like to pay by check on their due date... in GoFigure, I took their CC info out, so that it would not just automatically charge them, but their names are still on there.

A: You could Check Draft Exchange them in GoFigure, and then TFW would not see them.

Or do these drafts as with the pro-rated amounts just above.

Once you mark a draft taken (for Deposit) in GoFigure, TFW will no longer see it or show it to you.