BBMS disbursements

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Cristina Conciatori
Cristina Conciatori ✭
Seventh Anniversary Facilitator 1 Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
I couldn't find a category for BBMS, so this was my best guess as to where it should go.  What do people do with reconciling disbursements with the BBMS account that it goes to.  All of the disbursements say the same thing on the credit card statement and it's a lot of work to go into every BBMS account we have to figure out which one it goes to. 
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  • Austen Brown
    Austen Brown ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic
    I would suggest figuring out which donation forms send transactions through with BBMS Account, and then when you are downloading/entering donations into Raiser's Edge to group donations in batches by the account they are processed through.  That way, when you are reconciling you know that the gifts in Batch "X" correspond to Account "Y".
  • Heather MacKenzie
    Heather MacKenzie ✭
    Tenth Anniversary Facilitator 4 Name Dropper Photogenic
    The donation form URL should be coming through as a gift attribute - maybe querying these will help?  Also, definitely grouping the gifts in batches according to however you need to separate them out would definitely help.


    I think there's also a field/tab in the thing that opens up for pulling gifts through that shows which form/page the donation is happening on.


    If you get really desperate, use the appeal code field in your forms, set it to something fake that will show you what you need & hide it, and then update to whatever it really should be once the gifts are all in a batch.

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