Creaitng a Report on Wire Info for Slate of Grantees

Ken Knowlton
Ken Knowlton
Fourth Anniversary Kudos 1 Participant Facilitator 1
in Blackbaud Grantmaking™ General Discussions
Hi all,


Relatively new to BB (Sky and Classic). I'm trying to put together a report of ACH information for a docket of grantees that was approved by our Board and needs be paid. Is there a standard report I can use or do I need to create a custom report? Welcome, and insights people may have.


Ken

Comments

  • Ken Knowlton
    Ken Knowlton
    Fourth Anniversary Kudos 1 Participant Facilitator 1
    Nevermind poking around I figured it out. Seems like the easiest thing to do for now at least is the setup work in Classic and then implementation in Sky.
  • Rachel Rosen
    Rachel Rosen
    Tenth Anniversary Participant Facilitator 1 Blackbaud Certified
    Hi Ken, are you using the Wire section of the record? It's not used too frequently anymore, and instead some clients opt for custom fields and then export them for import into their AP tool for payment. Others prefer to collect ACH information through a secure portal or even directly through their bank.

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