Automatically Reconcile Transactions Through Blackbaud Merchant Services

If your organization processes credit cards through Blackbaud Merchant Services, you can select to automatically reconcile transactions based on your disbursement activity. When you enable the program to automatically reconcile transactions, it automatically receives information from Blackbaud Merchant Services about the transactions included in your disbursement and marks those transactions as Reconciled. To automatically reconcile transactions processed through Blackbaud Merchant Services, on the Reconcile transactions and disbursements page, select Enable BBMS auto reconcile under Tasks.

Warning: When you first select to automatically reconcile transactions processed through Blackbaud Merchant Services, all previous transactions are marked with a status of Pending. We suggest you mark these transactions as Reconciled before or just after the first automated reconciliation process occurs.

To disable the automatic reconciliation of transactions processed through Blackbaud Merchant Services, select Disable BBMS auto reconcile under Tasks. To verify your credit card transactions process successfully, you must reconcile your transaction activity with an uploaded disbursement report from your payment processor or select to re-enable BBMS auto reconcile. For information about how to upload the report to reconcile transactions, refer toUpload a Disbursement Report.

Note: When you use Blackbaud Merchant Services to process Blackbaud Internet Solutions transactions, the gateway ID for credit card transactions is processed and appears on the Reconcile transactions and disbursements page.