Credit Card Invoices and Reconciliation Best Practice

Shanta Cifarelli
Shanta Cifarelli
Sixth Anniversary Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions
Anyone's insight, pros/cons and best practices ....when entering credit card invoices and reconciling the credit card statement

Comments

  • Pamela Hall
    Pamela Hall
    Seventh Anniversary Kudos 1 Name Dropper Participant
    Hi - I have a similar question. We recently upgraded to RENXT. I am in Finance and am trying to reconcile the Blackbaud credit card statement to the gifts entered. We had a large amount of Covid gifts and just recently had our big fundraiser so it is a large volume. Every month I am off and it is very time consuming to find out why. I am still off in August and September and have spent a great amount of time already trying to find the problem. Does anyone have an easy way to do this reconciliation?


    I also have a problem with gifts entered in NXT not showing up in the database. At first I thought it was from Just Giving not having the URL attached but I think we have made all the connections and it is still happening to a few gifts here and there. Is anyone else having this problem?


    Any help would be appreciated!
  • Lora Yanagawa
    Lora Yanagawa
    Fifth Anniversary Facilitator 1 Boomerang (2024)
    I have been asking the same question.  So far, there has been no good solution.
  • Shanta Cifarelli
    Shanta Cifarelli
    Sixth Anniversary Facilitator 1

    Hi Lora,



    Currently, we are following the Blackbaud Directions for
    credit card invoices and began implementation for our October
    credit card invoices...........I am awaiting our statement from
    VISA to reconcile the invoices with our bank draft (holding my
    breath).  However, so far so good.



    I have attached the directions that Blackbaud sent to me for
    your reference if needed.  Let me know if you have any
    questions and I will assist if possible.






















    Best regards,






    AIbEiAIAAABDCJ2_g7SwifnjZyILdmNhcmRfcGhv Shanta Cifarelli

    Hamden Hall Country Day School

    Accounts Receivable/Payable
    Specialist

    1108 Whitney Avenue

    Hamden, CT 06517


    203-752-2654 (office) 203-752-2651 (fax)

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  • Lora Yanagawa
    Lora Yanagawa
    Fifth Anniversary Facilitator 1 Boomerang (2024)
    I don't see an attachment.
  • Shanta Cifarelli
    Shanta Cifarelli
    Sixth Anniversary Facilitator 1

    Hi Lora,



    Email me at scifarelli@hamdenhall.org............I don't think
    Blackbaud will allow the attachment to come through.






















    Best regards,






    AIbEiAIAAABDCJ2_g7SwifnjZyILdmNhcmRfcGhv Shanta Cifarelli

    Hamden Hall Country Day School

    Accounts Receivable/Payable
    Specialist

    1108 Whitney Avenue

    Hamden, CT 06517


    203-752-2654 (office) 203-752-2651 (fax)

    _____________________________________________________________ 
     

    Disclaimer - This email and any
    files transmitted with it are confidential and contain privileged
    or copyrighted information. You must not present this message to
    another party without first gaining permission from the sender. If
    you are not the intended recipient, you must not copy, print,
    distribute or use this email or the information contained in it for
    any purpose other than to notify us.  If you received this
    email in error, please notify the sender immediately and delete
    this email from your system. We do not guarantee that this email is
    free from viruses or any other defects although due care has been
    taken to minimize the risk.




















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