Since late 2024, BBMS disbursements may contain refunds from dates after the stated transaction dates of the disbursement reports. For example, if a disbursement is for 6/23-6/30 but refunds are run on 7/1, the disbursement will be the gross of 6/23-6/30 less fees and less the refunded amounts. This is insane. It means that a user cannot pull a database report (altru in our case) and have the payment method totals match the disbursement gross. If Blackbaud is unwilling to stop this practice, at a minimum there should be a way to flag such 'out-of-period' transaction activity without a user having to review the detailed report. Blackbaud indicates that this is a preferred method of disbursing funds because clients have a 'more accurate' disbursement but I cry foul. This is not a convenience.
Helen Hubbard-Davis
