Blackbaud Merchant Fees Missing

Judy Murphy

My company recently added Blackbaud Merchant Services. The automated feeds from the merchant system into Raiser's Edge NXT do not include the transaction Fee. How can this be more automated? Working to remove the manual component of adding these fees and correcting the cash amount in the Financial Edge NXT journal batch. Thank you?

Crystal Bruce

@Judy Murphy discussion moved to Blackbaud Raiser's Edge NXT® community. Thanks!

Austen Brown

@Judy Murphy - Welcome to BB Community Forums! Am I correct, you are looking to reduce the amount credited to the donor by removing the credit card fee incurred by the org? If that's the case, typically credit card/direct debit fees are not tracked in RE because fundraising revenue is the gross amount of gifts. These expenses are more often tracked within FE (or finance's accounting software) as they keep track of the net revenue (gross and expenses).

Judy Murphy

@Austen Brown

Let me clarify more. I am looking to automate the business process from Blackbaud Merchant to the final general ledger batch in Financial Edge. No reduction to the contribution but the cash entry in the batch job created on the Raiser's Edge that migrates to Financial Edge. We are currently making a manual entry within the Financial Edge batch to reduce cash and record the expense for the processing fees. This would not only eliminate manual entries but also aids in the bank reconciliation. The cash entry shows up in a lump sum rather than a debit to cash for the full contribution amount and a second credit entry for the fee.

Austen Brown

@Judy Murphy - Ah! That makes more sense. Let's get @Crystal Bruce to move this post to the Financial Edge NXT community. The users there be able to help you with this. I'm a RE NXT specialist and only know the basics of FE NXT.

Alex Wong

@Austen Brown @Crystal Bruce Actually, this is probably better categorized in SKY Developer Forum.

@Judy Murphy Unfortunately there is no API endpoint support that allows you to get list of transactions yet. You can only get 1 transaction at a time based on transaction ID. So for now you have very little choice and not best chocie:

1. Look for IdeaBank (i'm sure there is already an Idea on this) and vote on getting transactino list API endpoint
2. Save a transaction list in BBMS and manually export it once a month or whatever interval makes sense, save it in SharePoint (or any cloud location) and use Power Automate (or other app you create) to intake this file on the cloud and create the transaction in FE for the fee amount (in individual transaction or in bulk)
3. If all platform that you use that charge to BBMS is properly having BBMS transaction ID in RE, you can use RE get gift list API and LOOP through each of these gifts, then use the SKY API endpoint for getting each transaction's fee and then do the same as #2 to get into FE
   

Crystal Bruce

@Judy Murphy discussion moved to SKY Developer community. Thanks!