Credit card activity without feed

Tanya Ferguson
Tanya Ferguson
Sixth Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Help! I am trying to figure out the best way to enter credit card activity and payments without using the feed (cannot link up, Yodlee does not seem to like Commerce as it also will not link for bank feeds). I thought I could use the register and just use adjustments, but that does not seem to work as I cannot figure out how to post said adjustments. I have seen others say to use the Invoices, and just mark paid with credit card, but when I try to do that, it is not seeing my credit card that I set up in Treasury. Does anyone have any insight? I keep having high hopes for ways to make this work, and it has been one crash-and-burn after another…I would love to use the credit card activity/register to keep things a little cleaner between regular AP and CC activity, but just can't find a way to make it work.

Comments

  • Kristy Soular
    Kristy Soular
    Tenth Anniversary Kudos 3 Name Dropper Participant

    Have you added any ‘Active Cards’ to the Credit Card Account in Treasury?

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  • Becky Skelton
    Becky Skelton
    Sixth Anniversary Kudos 1 Facilitator 1

    Hey Tanya, it's not the best fix and does require more work on the accounting team, but we are asking credit card holders to input their charges through invoices of expense management. We have them input the invoice number as “CC and the last 4 digits of the card." This helps when reconciling to insure that we have all of the transactions for our 39 cards.

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