Bill.com

Julie Mueller

We recently started using Bill.com to process payments from our Donor Advised Funds. I can't for the life of me figure out how to export the payments from Bill into FE and have them actually show on the invoices (everything I have found wants to create a JE and that won't reflect on the actual invoices/grants in FE). We use Npact's GENXT for processing these grants and the payment is synced overnight from FE to GENXT. Does anybody use Bill.com that can help me out?

Roopa Shivaprasad

@Julie Mueller

Hi Julie,

Hope all is well. For the invoices and payments to be reflected, they have to run through AP. Sometimes setting up a separate AP/ Treasury bank account record in order to record payments made by the 3rd party payment platform is an avenue. I realize it is not actually a bank but treating it like a bank account record works. There is no way to import payments directly into NXT, but rather execute a payment run to “record” the payments made by the 3rd party. Hence the separate bank account record. Let me know if you want to chat further since I've used that methodology with some of my FE clients.

The Blackbaud communities page has an “Idea Bank” for users to suggest improvements. My guess is that you may find others with ideas relevant to solving your current issue. If you do VOTE for the idea. Ideas heavily voted for give development some feedback on what to plan for.

Finally, please see KB link below for the NEW Payment Assist feature in Limited Release in NXT. I see others using 3rd party payment platforms asking questions here, so it may be worth connecting with those users.

Stu Manewith

@Julie Mueller – Omatic Software has an Omatic Cloud integration solution for getting vendor and invoice data from third-party systems (such as Bill.com) into FE NXT Accounts Payable. Please contact us at info@omaticsoftware.com for further information.