Add credit card information and Transaction ID from BBMS to NXT Batch gifts for credit card/direct debit transactions into NXT batch from Payment Services

In RE I need to see sometype of reference point batch to the credit card/direct debit that was processed in BBMS. Currently the only thing that pulls into NXT batch is the amount and that it was a Credit Card or Direct Debit charge.

For reconciliation purposes we need to have more information linked between Payment Services and RE, without having to an import of information.

Using NXT donation forms doubles the work I need to do to keep our system current.

  • Candy Reichert
  • Jan 16 2023
  • Reviewed: Voting Open
Online Giving
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  • gabriela slade commented
    15 Sep 18:45

    A reference in the BBMS Disbursement Report to the Batch would be MOST helpful. As the disbursements contain transactions from many different batches it becomes time consuming to reconcile with the bank statements. Also, the batch creation date, the description of the batch with date and the gift dates are not matching in some instances. It becomes difficult to find the right batch to go with the disbursement!

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  • Guest commented
    April 30, 2025 03:24

    Agree, agree, agree!!!

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  • Megan Bury commented
    March 19, 2025 14:45

    Agreed. The ability to customize NXT batch fields would be very helpfuyl. We currently use the transaction ID to help our business office with bank reconcilation.

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  • Guest commented
    January 31, 2025 17:26

    I enthusiastically agree.

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