How are other reconciling the Credit Card Feed register?

Sylvia Cook
Sylvia Cook
Sixth Anniversary Kudos 5 Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions

I am wondering how others are reconciling the credit card feed in expense management. Are you doing it manually? Or is there a hidden way to reconcile like a bank account?

I ask because when I went to print bank reconciliation reports, I noticed that the credit card feed was a selection in the bank account list. I went back to the credit card feed register and no not see a reconciliation button. It makes me think there must be a way to reconcile it like a bank account.

Comments

  • David Hughes
    David Hughes
    Sixth Anniversary Name Dropper Participant Facilitator 1

    I so agree with you! I would love to have a reconciliation option but have been told that there are no significant update plans for ExpMgmt in the near term. Maybe I am wrong…

  • Bobbi Ross Burford
    Bobbi Ross Burford
    Fourth Anniversary Facilitator 1

    Hmm, well if there isn't a way to reconcile is there some kind of report that anyone is using in order to show that what appears in Financial Edge is reconciling with the Credit Card feed? Currently I am just exporting to excel the activity for each card and then embedding the PDF of the Statement into that spreadsheet to show they are the same and end up with the same balance. But this is a bit mickey mouse. Anyone have any tips/reports for basically showing management that these credit cards have been reconciled?

  • Sandy Bartholome
    Sandy Bartholome
    Seventh Anniversary Name Dropper Facilitator 1

    @Sylvia Cook We're in the same boat! We recently switched from QuickBooks to FE and I'm really surprised there doesn't seem to be a way to reconcile credit card accounts.

    It looks like about 24 folks voted on this functionality here (search for Credit Card Reconciliation):

    I'll add my vote as soon as I figure out what my password is! :-)

  • Sylvia Cook
    Sylvia Cook
    Sixth Anniversary Kudos 5 Name Dropper Participant

    @Sandy Bartholome Thanks, I voted on it.

  • Sandy Bartholome
    Sandy Bartholome
    Seventh Anniversary Name Dropper Facilitator 1

    @David Hughes I spoke to a chat support rep yesterday who said he gets this request almost weekly. There's definitely a demand for it!

  • Sandy Bartholome
    Sandy Bartholome
    Seventh Anniversary Name Dropper Facilitator 1

    @Bobbi Ross Burford Sounds like for now that's the only way to go. Maybe if enough people request this functionality it will happen!

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