This idea has been merged into another idea. To comment or vote on this idea, please visit PAY-I-329 We would like better BBMS disbursement reporting (Fund & Constituent)..
It would be helpful if the BBMS reporting would add more detail on what the funds are for. For example if online transactions are for the Annual Fund and the appeal is Scholarships or if its for a restricted fund, being able to see what the (appeal/package) funds are for. Our finance office would like to be able to pull a report that says that, versus asking Advancement to provide a report to provide additional supporting documentation on what the funds are for.
Guest
Love this idea! It would be great to have.
I am experienceing the same issue. I am responsible for getting our gift information to our finance office. Our foundation's bookkeeper needs this information to ensure the money is moved to the correct fund. When I refer to fund, an example would be two different scholarship funds.
Currently, I export the excel with the transactions from a certain time period and then search each consituent's gift record to enter the actual fund the transaction went to into the excel sheet before I turn it in.
It's very tedious. When I export the transactions, many other details come up like address, contact information, etc. when someone makes a gift. It seems like the fund would make a lot of sense to include as well. Thank you!
Hi Clint!
I hope all is well. Thank you for responding! Since Bishop Ireton has two BBMS accounts and an IATS account, it makes it difficult for Finance to know what the funds were for when reconciling. They have to contact advancement, athletics and other departments to determine what the funds were for.
One of the problems we're having is that when we set up forms and events in CORE/OnSuite/Education Management Systems, we can either use IATS or BBMS. After discovering that BBMS doesn't give detailed reports in CORE/OnSuite/Education Management Systems like IATS does, we've decided to use IATS for school related items and to use BBMS for Athletics and Advancement.
We've started using Online Express to assist with the data/gift entry piece. Since the information received using OLX goes to RE, we have to use one of the two BBMS accounts. When Finance opens the Detailed Disbursement Reports it doesn't advise what the fund codes are. It lets Finance know which account was used (Advancement or Athletics) in the upper right hand corner. Athletics has a lot more events and online charges than Advancement does. With the information from BBMS, it just list the name of the donor the amount, fees taken, date the account type and the net amount on the Disbursement Detail Report. What the school would like to see is fund codes and possibly packages to further drill down into the transaction.
For now, when finance asks for information, either myself or a member of the IT team has to manipulate the data in excel and send it back to them. Some if the transactions are recorded in Raiser's Edge while some of them are not because they are not affiliated with the Advancement office.
If you need more details or to discuss over the phone, you can reach me at 703-212-5180 or via email at gilderl@bishopireton.org.
Thanks again for everything! I appreciate it. Looking to working forward to working with you on this new venture. Take care and have a good day!
Thanks!
Lanetta M. Gilder-Sodipo
Advancement Services & Database Manager
Bishop Ireton High School
Thanks for your feedback! We are looking expand where transaction data can be accessed throughout Blackbaud solutions. This is an interesting request that we would like to know more about. What kind of fund details are you wanting to find on the BBMS reports? How would you use these data in the tasks the finance office completes?