Credit card feeds

Sylvia Cook:

We do have our credit card linked, however, it did take a while of working with support to finally figure out the problem, which was having to link cards individually and not through a parent account. The message you are getting is the same message I get for our bank accounts, which I am still waiting on to get connected. Don't give up, the link with the credit card is really nice once you have it connected and learn how the information flows through the system. I had to re-watch some of the training once we got connected.

I really, really wish we could link through a parent account. I have an AMEX @ Work parent account, but the only way I can get the feeds to come through is to go by each cardholder's individual logins. Ideally, I could connect with my own parent account credentials, the feed would grab every single transaction, and then distribute out based on cardholder name.

The prospect of needing to maintain a different feed for every single cardholder has prevented me from fully implementing this.

Hello Sylvia,

Does it show the correct online balance? I just did for one of the cards and it doubles the online balance.

Sylivia and Patrick,

I too have been trying to log in using a parent account, I have not set up a log in for an individual card. I need to try and see what happens.

Hi Angela,

I could not do the parent account setup. I was told that US Bank Visa could not do it. I have each individual card. It seemed like unnecessary extra work, but now that I have them all set up, it is running fine.

Hi Ed. We're not using the Expense Mgmt module but we do have constant issues with our credit cards and Yodlee. the most recent issue was that Yodlee broke their own code several months ago and we have not been able to download transactions from our credit cards since January. A colleague has been entering all those expenses by hand into a JE each month, and it has been extremely tedious. We have 11 cards, which are under a parent account, so we use the same liability account for all of them, and then reconcile the liability account monthly in Excel, with the combined balances of all the cards. That part works great. But we need to get our feeds and linking fixed once and for all.

I have been working closely with a support person from Blackbaud whose expertise is in Yodlee and bank feed issues. But although I have asked many times, she is unable to tell me WHEN we will be able to download and record our credit card expenses through NXT again. She's good and she knows her stuff, but clearly Yodlee is just a disaster.

We use Bank of America, and although I can see every card listed with the correct card number on the bank's website, somehow, Yodlee keeps displaying old inactive card numbers or doesn't see the correct cards in the feed, or can't tell which cards are active - beats me. Right now we can't refresh any of our cards in NXT; we get great big NXT coding errors when I try. But even back when I was able to refresh the card activity, sometimes the card number was displayed incorrectly, and sometimes the correct card number couldn't be found, so I was unable to link a card to the feed at all.

I don't know what Yodlee is doing or when they estimate they will fix it. I am told that they don't actually create feeds - they simply scrape the bank databases for the feeds they need. The one time I tried to manually add a feed (because the NXT website gives you that option) it seemed to work perfectly. Except I couldn't get rid of the old broken feed. Only Yodlee can do that, and I was told I did the wrong thing by creating a new feed from scratch, even though all the card numbers were right. And nowhere in NXT does it say not to do this.

Blackbaud needs to contract a new credit card service provider ASAP, and also update NXT's banner and error messages. Because in 5 years of dealing with Yodlee, this has rarely worked correctly. </rant>

Angela Tuttle:
We had this same issue. We are now working with the bank directly to get a feed from them instead of going through Yodlee. When I recently watched one of the Expense Manager videos I saw this was an option, I wish I had thought of it two years ago.

Hi @Angela Tuttle - I can download our credit card transactions as csv from our bank. How are you importing these into FE's AP system so that the vendor accounts are updated? I've done importing of budgets and of JEs, but not of credit card activity. (We don't use the Expense Management module - is it required?) Thanks!

Roberta

Roberta A Gilbert:

Angela Tuttle:
We had this same issue. We are now working with the bank directly to get a feed from them instead of going through Yodlee. When I recently watched one of the Expense Manager videos I saw this was an option, I wish I had thought of it two years ago.

Hi @Angela Tuttle - I can download our credit card transactions as csv from our bank. How are you importing these into FE's AP system so that the vendor accounts are updated? I've done importing of budgets and of JEs, but not of credit card activity. (We don't use the Expense Management module - is it required?) Thanks!

Roberta

Hi @Roberta A Gilbert We ended up purchasing a different system instead of using Expense Manager. From my understanding to use Expense Manager it has to go through Yodlee.

However you can import into Accounts Payable. In the database view got to Accounts Payable > Administration > Import Records > Invoice. Full details can be found at KnowledgebaseArticle41638

Ed - I totally agree!! The Blackbaud / Yodlee relationship is a complete train wreck. This is what it is like post implementation whenever there is a problem. Blackbaud blames Yodlee. Yodlee blames the bank/cc institution. Problem does not get fixed. It is a good tool when it works. Right now our CC feeds bring over duplicate transactions, transactions assigned to the wrong user, etc…. We end up having to reconcile what is brought over before we allow our users to code. Yikes!

Rick Straub:

Never got the Exp Mgt Credit Card Feeds to work. Quite the sales job BB did…… Going on 76 days to try and get 1 credit card feed to work. Thanks to all the responses and Community chatter, I think I will run the other way. I have 250 credit cards to manage. Unfortunately, for BB I have to look for another solution.

It's a shame, I like the interface, and how it works when it does work. While I don't have 250 credit cards, I do have a few, under 2 different AMEX @ Work parent accounts for 2 different orgs.

I feel like this would all be solved, if we could just somehow get a link through the parent accounts that gives me a dump of all the charges every month. Honestly, even if I could export them from AMEX and then import them into FE NXT, that would be an improvement I could probably live with. Not fully “automated” of course, but there's the old saying about perfect being the enemy of good.