What's New

Keep an eye on this space for details about the latest enhancements to Blackbaud Integrated Payments!

Note: Don't see these changes? Expect their wider release in a future update.

Navigation updates

To improve navigation and provide a more consistent experience with other Blackbaud solutions, we moved the web portal menu to the left sidebar. It adapts to your screen size and viewing preferences — expanding or collapsing as needed — so you can stay focused while keeping key tools within reach.

As part of these changes, Settings and Security are now separate menu items.

Tip: To collapse the sidebar, select Collapse at the end of the list. To expand it again, select the double arrows.

Homepage updates

We released the following enhancements to the web portal homepage:

  • Under Recent disbursements, view high-level details about recent disbursements such as total amounts and number of transactions.

  • Under Disbursement schedules, view information about disbursement calendars and dates. Previously, you accessed these schedules under Updates.

  • Under Updates, view important system messages and alerts about your account.

  • Under What's new, access Help resources to learn about recently released features.

Tip: To rearrange the order of how information appears, drag and drop each section.

Blackbaud AI now lets you create a tailored transaction list in seconds and customize it to your needs.

You can access Blackbaud AI in the following places within the Blackbaud Merchant Services Web Portal:

  • From any page in the web portal, at the top right, select the Blackbaud AI icon.

    Screenshot of the AI icon in the omnibar

  • From Transactions, Transaction lists, select Add and Create a new list with Blackbaud AI.

Then, enter a description of the transaction lists you want to see.

Tip: Get creative! For example, you can enter phrases like “disbursements last month,” “transactions over $200 in the last 3 months,” or “transactions from [donor name] last year.”

Note: Blackbaud AI is limited to filters and columns that are currently available.

To help improve the experience, leave feedback on your results.

For more information, see Create a new list with Blackbaud AI.