Add BBMS Transaction ID to disbursement reports | Ideas for RE NXT

Add BBMS Transaction ID to disbursement reports

Please give us the option to include the transaction ID in the BBMS disbursement report--it would be so helpful in reconciliation!

Nicole Holt
Dec 6 2023
Reviewed: Voting Open

Blackbaud Donation Forms

Comments (2)
Votes (29)

Attach files

Enter a subject

Guest commented

December 27, 2023 20:33

If RE supports extremely long notes on the Gift Reference field, I don't understand why a transaction ID is not supported.

×
Attachments Open full size
heather templeton commented

December 12, 2023 21:17

The transaction ID is a very long field that will take a lot of room and will be hard to translate.
The suggestion is to use the Transaction List functionality and add a filter by Disbursement Date. This will give you the flexibility to add all the columns you need in the order you want, plus it can be exported to Excel without the multiple headers making it easer to manipulate. Additionally you can do quick finds and scroll thru the transactions inside the List you create.

×
Attachments Open full size