How to download my BBMS Disbursement report from Altru

The BBMS Disbursement Report details what transactions were disbursed to your bank account within a disbursement period. This report can be reconciled to Altru when doing monthly credit card reconciliation. You can download this report from BBMS or directly from within Altru.

Article Number: 107885

Products:

Blackbaud_Altru

To download the BBMS Disbursement Report from Altru:

Go to Treasury > Reconcile transactions and disbursements.
Ensure that BBMS Auto-Reconcile is enabled in your Altru database.
If the process is enabled, click on View by Disbursement.
Filter on Disbursements for specific dates and enter your disbursement date. Click Apply.
Click on the words BBMS report to download a PDF copy of the BBMS Disbursement Detail Report.

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