parent requests for additional FSA reimbursement documentation due to BB invoices lacking information

Semone Brisson

I get a lot of requests from parents to provide additional documentation for their FSA reimbursement for tuition (daycare) for young students. The monthly billing invoice or family/student tuition statement does not provide enough detail (period covered) to meet the FSA reimbursement requirements, so I find myself doing additional work that I feel is unnecessary because our invoices are rejected for reimbursement. Is there something I am missing in the set up, or can the invoices include more detail? Our invoice does not show a line item detail.

Mary Stanton

@Semone Brisson We have found that as well so we create our own receipts outside of Tuition Mgmt to satisfy the requirements for FSA reimbursements. Would love to hear if anyone has figured out a way to eliminate this extra manual work!

Semone Brisson

@Mary Stanton Industry specific software, such as Blackbaud, should have addressed these situations upfront. Perhaps I am missing something in the set up – this additional work is unnecessary.

Mary Stanton

@Semone Brisson It's been a few years since we started using Tuition Mgmt so may not remember exactly, but am fairly certain Blackbaud told us back then that the system could not generate the receipts to meet most FSA requirements and therefore, we would need to create our own receipts in those cases. I don't believe, unfortunately, that this is a set up issue but you may want to verify this with Support first.