Department-issued Credit Card Transactions

Rebecca Schultz
Rebecca Schultz
Fourth Anniversary
in Blackbaud Financial Edge NXT® General Discussions

We at the University of AZ Foundation are interested in learning more about how other universities are handling their department-issued credit card transactions (i.e., are you using something other than the Blackbaud /Yodlee solution)? If so, do you have any feedback on the service, if any, that you are using?

We are looking to move away from using the Blackbaud /Yodlee solution, so we’d like to understand your experiences in terms of making the switch to either the Blackbaud Purchasing card or other products. If you have any suggestions, we will definitely entertain those options.

Any and all feedback appreciated.

Comments

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Rebecca Schultz

    You can still track / log them using a “credit card account” for AP even without the credit card feed. Full setup / guide here :

  • Angela Tuttle
    Angela Tuttle
    Tenth Anniversary Kudos 5 January 2026 Monthly Challenge Name Dropper

    @Rebecca Schultz
    We are setting up an integration with Chrome River for expenses. We are doing this because Blackbaud's solution/Yodlee did not connect with our credit card account. We are having to use another company to build the bridge between Chrome River and FE. We are still in the building process but I think Blackbaud may have partnered with Concur and they have a bridge that connects the two systems. Would be interested to know what you decide to do.

  • Debra Rogers
    Debra Rogers
    Second Anniversary Name Dropper Participant Facilitator 1

    @Kevin Brazell

    Hi, Kevin -

    I want to set up our credit cards in AP, but I don't want to use the credit card feed, so I was very interested in seeing your set up guide, but it said “no preview available”. Are you able to share it with me? Thank you so much!

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Debra Rogers
    Here is the link again : FE Credit Card Management

  • Debra Rogers
    Debra Rogers
    Second Anniversary Name Dropper Participant Facilitator 1

    @Kevin Brazell
    Got it, Kevin! Thank you so much!

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