Make Deposits More Flexible

Right now, deposits are tied to posting to GL for some reason - certain payment methods require being tied to deposits while others can never be tied to a deposit, but the determination is made by Blackbaud and not configurable. Customers should be able to configure their systems to be able to set whether each payment method requires a deposit or can be tied to a deposit. Our organization, for example, doesn't really use the Deposit functionality inside BBEC and having to enter the information just so we can run the Post to GL process is a waste of our time.
  • Guest
  • Jun 29 2015
  • Reviewed: Voting Open
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    • Admin
      Nicola Cameron commented
      May 04, 2023 08:37

      Payment Posting Options allows you to specify whether or not payments must be linked to deposits in order to successfully post to your general ledger. This is a Configuration Task found on the left hand menu when you are on the Account System page.

      However we have set this idea status as Reviewed: Voting Open in order to gauge interest for allowing Payment Method types to be self specified for Deposit inclusion and associated GL posting.

    • +1