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What are System Adjustments in Bank Reconciliations
Trying to resolve longstanding bank reconciliation issue. What are System Adjustments and how best to use them?
Re: Email Marketing for Hard and Soft Bounce
@Shawn Jacobson this is a great topic to add to the idea bank. It wouldn't surprise me at all if many similar ideas are already there, so definitely vote on them and repost links in this thread so others can vote them up.
Although Blackbaud staff lurk in the community, they do not respond to many posts. The idea bank is where they will always ask you to post “product suggestions” like this.
I think the email marketing needs quite a bit of work, and this is one of the areas where it really falls down. Sending an email is only part of the picture, and Blackbaud left out some important follow-up pieces that operations and marketing people need.
SKY API Documentation Feedback
Hi, I was wondering where to give feedback on the SKY API Documentation?
For instance on this page:
There is a link to “Issues”
“You can also check the check the Issues page to see if we are experiencing any problems on our end.”
But it takes me to a page that does not exist
"Nothing to see here.
Pardon us, but this page
is missing or has moved."
So, I just wanted to let someone know so it could be updated.
Thanks,
Daniel
Re: Attachment uploaded from dbv & deleted from dbv still showing in web view
@Jeannie Goings
Interesting, I have not encounter this before.
I found this:
so if a dbv media file is deleted, you may still see the file in webview until the sync happened, 30-60minutes.
I just deleted a dbv media file on my test envirionment. I will report back if it is gone from webview tomorrow morning
Re: Adding a row in journal entries
@Roberta A Gilbert check out our post-PUB blog: Your Top Blackbaud Financial Edge NXT® May Product Update Briefing (PUB) Questions Answered - Blackbaud Community Question 12 is about timing for Inserting a JE line and we've outlined that it should be rolled out to everyone by the end of July.
Hallelujah and thank you! ?
Re: bbcon 2025 - Is the investment worthwhile?
@BrieAnna Clothier If you have never attended or have not attended for a long time, I think it is worth the investment. Other than the sessions, you can meet people at breakfast, lunch, or the social events that might be able to help you with some ideas for your reportings. I would say try it once, you may get really good info out of it!
Re: bbcon 2025 - Is the investment worthwhile?
@BrieAnna Clothier, I went to bbcon for the first time last year. It was…amazing. I'm incredibly introverted and still managed to make friends, especially folks who attended the same sessions I did. When I first checked in, there was a wall of ribbons and one of them (in rainbow!!) said “First Time Attendee” and I put it on my badge with pride. Because of this one ribbon, one other attendee saw it and immediately took me under her wing (shoutout to Angela Finley Hunter and her lovely crew!) I plan to pay this kindness forward and look out for a first-timer every time I go to bbcon in the future.
I planned out my session choices based on what I wanted to improve at my organization, specifically data health and clean-up (my absolute favorite!). The session presenters include their contact info in the slides, so if you're interested in learning more about what they did, you can reach out. Another seasoned attendee I met told me to leave any session I didn't immediately find valuable and go to another one. I brought a notebook with me and took notes at each session. One of them was about switching to automated recurring gifts. I implemented it, and never looked back. If I hadn't gone to this session, I would've never considered it. Other sessions included building a culture of innovation and how to go about making change happen. Power Automate is huge right now, and getting a chance to see examples of successful implementations at other orgs was huge. The sessions, to me, felt like a great source of excitement and inspiration, and a good starting point, like, “ooh, this sounds cool. How can I do this thing?”
bbcon also had a marketplace where you could visit vendors, as well as various sub-departments within blackbaud in general. I was a huge fangirl and spent most of my time saying hello to all of my favorite instructors who staffed the blackbaud university booth. Being able to tell them how much I appreciated their instruction made me so happy.
I hope this helps, and I'd be happy to talk details with you further if you're interested. If you do decide to attend bbcon this year, I'd be happy to say hello to you in-person.
Re: Minimum Amount in Optimized Form
@Samantha McGuin Thanks for being part of this conversation and sharing the idea bank links.
Just to add to the minimum gift amount conversation. My initial thought about this was it seems to me that the cost to process a $1 online gift (merchant fees and staff entry time) would actually be a net loss to the organization. However, I thought about the number of online gifts we receive for under $5 and decided to take a look and since we started tracking the gift source in 2020 only 1.5% of gifts we received online were under $5. I suspect some of the larger donations offset the “loss” for those smaller gifts.
And to continue my stream of consciousness response here, it really makes you think about how much you lose on fees if a donor gives say $10K online or even $5K. Do I hear a between range for these forms? hahaha! Interesting conversation for sure.
Re: Minimum Amount in Optimized Form
Hi @Samantha McGuin ,
Our senior management has asked us to pause the implementation of the Optimized Form due to the absence of a critical functionality—specifically, the ability to set a minimum gift amount.
This feature is considered essential for the following reasons:
Gift Acceptance Policy: Our in-house policy requires a minimum donation of $10. This has been in place for over 25 years, and there is no willingness to revise it to accommodate the current software limitation.
Official Receipts: We only issue official gift receipts for donations of $10 or more. These are generated automatically upon batch approval, and we want to avoid placing additional manual workload on our back-end team to issue receipts for qualifying online gifts.
Is there any possibility that the Blackbaud team could prioritize this functionality? I truly appreciate the benefits of the Optimized Forms and would prefer to move forward with them. However, without this feature, our back-end team may be asked to revert to using Standard Forms instead.