When a donation is disbursed into our bank account there is no way for us to match the transactions between Merchant Services and our bank. We would also like to see what funds a constituent chose to donate to in a report from Merchant Services. This would save us a ton of time trying to match up donations by using Church Management, Merchant Service, and our bank statement.
Diana Mergen
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I received an email from BBMS saying the status for this idea has changed to "Planned". Wonderful! Thank you in advance for providing this improved reporting for reconciliation.
Another option would be to add the BBMS Transaction ID to RE NXT DBV so it can be queried on, and not just Viewed on the gift record. And can also be queried upon where all the information already lives.
Thanks Daniel! Good catch I'll merge all the ones that mention fund or designation.
All these ideas should be merged with this one:
Ability to show the Appeal, Campaign, and Fund in the disbursement report
Add donor designation to BBMS report
More details in BBMS reporting
Include Gift info in Disbursement reports
fund ID or project ID on the disbursement reports
Adding a Fund Column to the BMMS report
Add Fund Column to the BBMS Distribution Report
Funds available on Disbursement report
We are having issues with the BBMS disbursements coming in net of fees. The gross deposit & offsetting fees should show as separate line items on our bank statements, so that our accounting systems can automate the recording of fees, separate from deposits/revenues. Our previous arrangement with Cybersource & Chase Paymentech did this.
It would also be beneficial to see paypal transactions in BBMS reporting.
Why is this idea being ignored? It seems like a basic simple function, I am shocked merchant services does not provide this.
Along those lines, we have 5 devices being used for concessions, gate ticketing, fundraising and donations. These events may happen on the same date, but need to be applied to different accounts. I'm disappointed that BBMS doesn't have better reporting to at least allow us to report by device or the individual account login. We're now setting a default Comment associated with an account, so every transaction can reflect a Comment that we can filter on when we export the transactions to a csv file. For auditing purposes, you would think there would be a deeper level of reporting at least by device or account.
Seems like this has been requested over and over with a little different wording. The only reason I can see that a business wouldn't need this is if they have their accounting linked to their Blackbaud account. For those of us that don't, it's a lot of work to know which funds the dollars should go to.
We could also use a way to export both gift date and disbursement date so we can reconcile with accounting - being able to export fund, etc. would be an added bonus. It is very frustrating - especially at year end when gifts end up in two different fiscal years!
I agree however, we report everything by appeal code. So we need a column either in the disbursement OR transaction listing to assist with this.
I totally agree! We report everything out by fund. Our finance department needs to know the amount and the fee associated with each transaction and what fund it's associated with. Right now I pull a report by payment method in Raiser's Edge and a transaction report in BBMS, and merge the two to figure out which fund goes with which fee. We recently switched from another processor and I am very disappointed in the reporting available through BBMS.