Upload a Disbursement Report

If your organization uses a processor other than Blackbaud Merchant Services, you can reconcile your credit card transaction activity by uploading a disbursement report to verify your credit card transactions process successfully. To reconcile your credit card activity with the transactions included in a disbursement report, you can import the report as a comma-separated values (*.csv) file.

Tip: If your organization processes credit card transactions through Blackbaud Merchant Services, you can enable Altru to automatically reconcile transactions based on your disbursement activity without a *.csv file of your disbursement report. For information about how to automatically reconcile Blackbaud Merchant Services transactions, refer to Automatically Reconcile Transactions Through Blackbaud Merchant Services.