Add NXT/OLX Form Name to Disbursement Reports in BBMS

Please add the NXT/OLX form name to the comments column (or add a column) on the disbursement reports from BBMS so each donation's origin can be tracked.

This is already done for Education Management event registrations and school forms; and you can export the form that was used for the donation in Database view, so the data is present and available and already has a pipeline to the comments column, at least from BEM.

We reconcile with our Business Office and right now I have to take each disbursement report and match those rows with each donation we received so that the BO can code it correctly when we're running multiple campaigns/donations forms at the same time. This is time consuming and cumbersome, and now that Blackbaud will no longer support Auth.Net we will have significantly more transactions flowing through BBMS cluttering up the NXT/OLX transactions.

  • Audrey Morris
  • May 22 2024
  • Attach files