Blackbaud Merchant Services

Provide more Robust Disbursement Reports

Please provide an alternative disbursement report where the transaction details with donation amount as well as amount to be deposited for each donation, along with deposit date - BUT allow input of beginning date and ending date of all transactions desired.

  • Guest
  • Feb 9 2018
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  • Amanda Mogridge commented
    May 17, 2018 23:14

    Please AT LEAST create the option of having a column for last name and column for the name of the donor (in addition to the name of the cardholder) in the transaction report. It makes reconciliation a nightmare without these. We had a less expensive donation service before recently switching to BBMS that had these options, and I am shocked they aren't available in the excel/csv export at least. The BBMS rep I spoke with suggested "manually deleting the first name in every cell." We had 495 donations last month - I am not about to manually delete the first name of every account holder.

  • Jorge FERNANDEZ commented
    October 25, 2018 17:29

    Please include on the disbursement report the RE fund to which the payment is applied.  This will facilitate the reconciliation process. Our previous payment system was able to do it.

  • Megan commented
    December 06, 2018 17:39

    Would like to be able to customize disbursement reports. In particular we want to be able to see funds. 

  • Lisa Flynn commented
    17 Jan 16:16

    Please add the RE fund to the disbursement report as a field as we don't use RE to post to our general ledger.

  • J Flanagan commented
    05 Feb 19:04

    Please identify the application the payment was processed on in the disbursement report so that we don't have to look up individual transactions to figure this out.  Both our development and admissions office use BBMS and it is creating confusion when we run the disbursement reports.  

  • Shawn Burke commented
    12 Mar 18:31

    Luminate Online and BBMS disbursements report should reconcile, but they do not. It would be invaluable if the campaign or LO source be included in the BBMS disbursement report. 

  • Karen Thomas commented
    18 Mar 18:36

    It would be vert helpful to include, name, address, fund, purpose on the disbursement report.  This is important information for my organization to have as back-up....

  • Tonya Kamaloni commented
    18 Mar 21:26

    Please include the Team Raiser Event/Form on the disbursement reports. We have to manually check every single transaction and it takes an excessive amount of time to reconcile.