Blackbaud Merchant Services

Need to know when transactions are under review and/or Disbursement Reports are delayed.

Several times we've had missing Disbursement Reports for bank deposits, leading us to contact to support to find out it's due to transactions under review (usually direct debit). There's no way to know this on our end - transactions are shown as Disbursed and Approved in lists, indistinguishable from disbursed transactions that aren't under review. This makes it very hard for our Finance dept to reconcile.

What's needed:

  • Under review status needs to be indicated on Transaction records/lists.

  • When review causes a delay in posting Disbursement Reports, we should be notified instead of only finding out when expected report date comes and goes.

  • Daniel
  • Nov 5 2024
  • Attach files
  • Daniel commented
    5 Nov 06:58pm

    This one is about Direct Debit specifically but is the same basic problem, maybe should be merged: