October's Stuff You Need to Know Forum Contest

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David Springer
David Springer Blackbaud Employee
Tenth Anniversary 100 Comments 100 Likes Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
Howdy, RE Community!


This month's Stuff You Need to Know resources are focused on payment processing in Raiser's Edge, whether credit card or direct debit, EFT or non-EFT. Now that you've seen my picks, I'd like to know what's useful to YOU!

Please share your favorite tips, tricks, and resources below to help your fellow RE users master the art of Raiser's Edge. The tip or resource that receives the most likes by the end of the month will receive a gift card (and, of course, eternal Community-wide glory)! We'll be accepting submissions all month, but the sooner you post, the longer your suggestion will have to get likes.

For more great tips, please join me and special guest co-hosts for our Live Chats on Payment Processing later this month on the 12th and 19th. We'll be sharing some handy tips and then hosting a Q&A. We'd love to see you there! smiley

 
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  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Ancient Membership 2,500 Likes 2500 Comments Photogenic
    A feature of RE that I really like when it comes to processing payments is batch > Tools > Automatically generate transactions/payments. So many uses. I use this to generate batch entries for monthly credit card donors, monthly direct debit donors, an internal monthly member donation fund and for bi-weekly payroll deductions.  Find it even easier than a recurring batch. And I can set gift date and GL post date, too.


    For monthly credit card donors I can review control report if needed and then choose option Tools > Create EFT transmission file and I'm done.  For direct debit I just need to change filter options and it's one step to create file to go to the bank.   All our monthly payments like this are due the 5th of the month so it makes it easy to process this way. 


    For payroll, just change option to non-eft and use a query of all the staff who have payroll deductions at our Y and branches.  I review this list to delete records without a deduction this pay period which also gives me a good idea of who to check with HR about to see if they are no longer employed. 
  • Joan Perry
    Joan Perry Community All-Star
    Tenth Anniversary 100 Likes 100 Comments Photogenic
    When I commit our monthly Credit Card transactions, creating an exception batch for the decline credit cards has been a great help. It means I don't have to re-enter the transactions again; it means they aren't accidently pulled into another batch; and staff can't enter a payment on the pledge without letting me know...so I stay on top of our EFT transactions. Since we process between 500-700 per month...it has made the follow up much easier.
  • Brenda Heyer
    Brenda Heyer
    Ninth Anniversary 10 Comments Photogenic 5 Likes

    David Springer:
    Howdy, RE Community!


    This month's Stuff You Need to Know resources are focused on payment processing in Raiser's Edge, whether credit card or direct debit, EFT or non-EFT. Now that you've seen my picks, I'd like to know what's useful to YOU!

    Please share your favorite tips, tricks, and resources below to help your fellow RE users master the art of Raiser's Edge. The tip or resource that receives the most likes by the end of the month will receive a gift card (and, of course, eternal Community-wide glory)! We'll be accepting submissions all month, but the sooner you post, the longer your suggestion will have to get likes.

    For more great tips, please join me and special guest co-hosts for our Live Chats on Payment Processing later this month on the 12th and 19th. We'll be sharing some handy tips and then hosting a Q&A. We'd love to see you there! smiley

     

    Hi RE Community,

    I like the EFT checkbox to check or leave unchecked recurring gift payments.  I leave the EFT box "unchecked" for those recurring gifts that are processed elsewhere, such as PayPal.  I have a system for bringing those in, but I can quickly keep track of those gifts by automatically generating the unticked EFT gifts to see them in a batch or report.

    53adf27b83651b61436ae8ed0db635b4-huge-ef

     

  • Patty Renaud
    Patty Renaud
    Ninth Anniversary Photogenic First Comment Facilitator Level 1

    Joan Perry:

    When I commit our monthly Credit Card transactions, creating an exception batch for the decline credit cards has been a great help. It means I don't have to re-enter the transactions again; it means they aren't accidently pulled into another batch; and staff can't enter a payment on the pledge without letting me know...so I stay on top of our EFT transactions. Since we process between 500-700 per month...it has made the follow up much easier.

    Hi, this sounds very helpful. Not having a batch in process, I am not able to visualize how/where to select "create exception batch". Can you explain?  Thanks.

  • Joan Perry
    Joan Perry Community All-Star
    Tenth Anniversary 100 Likes 100 Comments Photogenic

    Patty Renaud:

    Hi, this sounds very helpful. Not having a batch in process, I am not able to visualize how/where to select "create exception batch". Can you explain?  Thanks.

    Patty, When you click the "green exclamation point" or go to commit the gift -- you have a variety of check box options. One is to "create an exception batch."
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    Any credit card with data in the rejection code field, will be in your new batch. If you use folders/categories in Batch, it will default to the "General" folder. Then you can re-process the transactions on another date (if the rejection was for insufficient funds) or when you update the credit card information. I also like being able to go right to a constituent's record from the batch and call and/or email them for an update.

    When you go to re-process the cards, you will need to clear the rejection codes before transmitting. And I just repeat the process until all the cards have been processed successfully, or I have to change a donor to a non-EFT pledge because I can't get an update.


    Hope that helps.

  • David Springer
    David Springer Blackbaud Employee
    Tenth Anniversary 100 Comments 100 Likes Photogenic

    Joan Perry:

    When I commit our monthly Credit Card transactions, creating an exception batch for the decline credit cards has been a great help. It means I don't have to re-enter the transactions again; it means they aren't accidently pulled into another batch; and staff can't enter a payment on the pledge without letting me know...so I stay on top of our EFT transactions. Since we process between 500-700 per month...it has made the follow up much easier.

    Thanks to everyone for participating in our Forum Contest this month!


    With her reminder to create exception batches (screen shot below), Joan Perry is our winner this month! Exception batches are a great way to keep declined transactions together after the batch is committed. 

    a84f76ac3847159a3d5a6bb8bb177e0a-huge-cr


    Thanks to everyone for the great tips, and we hope to see you next month for Stuff You Need to Know about matching gifts and soft credits! 

  • Jennifer Redalen
    Jennifer Redalen
    Sixth Anniversary 10 Comments Name Dropper 5 Likes
    I am new to running a CC after updating CC info after an exception, and this instance it was from a year ago. I have cleared the rejection code, and we are set up to restart her recurring gift with updated CC info on 6/1. Should I just re-run the exception batch with the new date of 6/1? will that pull her new CC info in her recurring gift in RE? or should I delete the exception batch? I just need to know how I can get her new payment starting 6/1 to run. I am having a hard time finding documentation on how to do this.

    Thank you.
  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Ancient Membership 2,500 Likes 2500 Comments Photogenic
    Welcome to the BB Community! Great place to post your questions and get answers/opinions/suggestions/etc.


    Jennifer, the place you need to be sure the updated info is entered is on the recurring gift record. On her gift tab, find the "Recurring Gift" record, not a pay one, and enter the correct card info there. (If you save card info on bio 2 tab, enter it there and then on recurring gift record, select the updated info for card to use.)


    I haven't worked much with exception batches but my understanding is if you've cleared the rejection code you can use same batch. Be sure old card # is removed, too. Not 100% sure as I usually don't have box checked to create exception batch so don't know what info is carried over that might need to be cleared/updated.

    I've created a new batch for gift that created an exception or included it in another credit card batch. That's definitely another option.


    Feel like there should be something else but can't think of it right now.


    Side note, I know sometimes the new topic link can be tricky to find, but for a question like yours it is better to start new topic than add it to a post from 2018. I almost just hit delete reading the subject line.?

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