Linking Bank Feeds
I'm attempting to reconcile for the first time. The majority of the postings on the bank statement are for electronic deposits (tuition, school store receipts) and electronic payments. When I attempt to reconcile though, I'm not seeing any of these.
My Bank Feeds are enabled. When I go into the bank account though, on the right hand side where it says, "Bank feed accounts", it's showing 0 of 1 Accounts linked. I'm assuming that the issue, based upon what I'm seeing, is the one bank account we're using is not linked to Blackbaud.
Hence, if this is indeed the question, how do I do so?
We are using Tuition Management and Repay through Payment Assistant.
Thank you in advance for your assistance.
Cordially,
Rich Kreissle
Controller
Vermont Academy
Answers
-
Hi @Rich Kreissle - in order to ensure the bank account is linked accurately to Blackbaud - I recommend opening a Blackbaud support ticket. If you'd like to come back to the community and put support approved process in - that would be great!
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