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
It would also be beneficial to see paypal transactions in BBMS reporting.
Attachments Open full size
Why is this idea being ignored? It seems like a basic simple function, I am shocked merchant services does not provide this.
Attachments Open full size
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.
Attachments Open full size
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.
Attachments Open full size
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!
Attachments Open full size
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.
Attachments Open full size
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.
Attachments Open full size