Special thanks to the Blackbaud Team, specifically Julia Meseck. I have been in touch with Julia throughout our time after switching to Billing Management, and she has listened to the feedback provided and gotten things to the developers which help make my life easier.
Today she emailed and let me know that a suggestion I had for Billing Management was put into play. We use a clearing account for the credit card payments due to the payout period from BBMS. Our original set up was that we flowed it through operating, but it was causing a nightmare for reconciling the bank account, too much in and out. The only problem with this was we needed to set the cash account as the clearing account, since most payments are electronic. That meant that when we had a cash or check deposit, I needed to go into each payment and manually change the account from the holding account to our operating fund. A bit of a pain, but not the most horrible thing I have ever had to do. Today we can now set a BBMS clearing account as well as a cash account. It may seem like a little thing but it takes away that human error possibility.
Thanks again to the Blackbaud team for listening to us!?
