Credit Card feeds to refresh on a schedule

It would be nice to be able to schedule the credit cards feeds to refresh rather than running them manually.

  • Kevin Andrews
  • Sep 16 2021
  • Needs review
  • Attach files
  • Allison Ayapantecatl commented
    25 Aug 15:50

    Agree. Automated overnight refresh would be ideal, but bare minimum there needs to be a bulk refresh button that can be clicked to refresh every credit card instead of me having to click on every card to individually refresh them. QuickBooks has both and automatic refresh that occurs regularly as well as a single button that automatically refreshes all bank/credit card feeds, so the concept is already being used by other software. BlackBaud needs to adopt this in order to make the credit card feeds a viable product. Otherwise, it's extremely difficult to adopt for an organization that has many credit cards.

  • Samantha Charlet commented
    09 Apr 23:33

    In addition to credit cards, any linked accounts such as bank feeds I would like to have a set schedule to download transactions, like an overnight routine to download bank feeds and credit card transactions.

  • Joshua Cohen commented
    December 02, 2024 15:01

    The entire point of having a data scraper refresh these transactions it to automate it. I have multiple credit card users of a variety of levels of tech savvy, and they should have their transactions populate automatically. Xero and Quickbooks are able to do this, so it's not a general MFA issue. Please deliver this capability.

  • Joshua Cohen commented
    December 02, 2024 14:15

    I have multiple credit card accounts assigned to users with a variety of tech savvy and attention to accounting needs. The whole point of having a data scraper is to automate the delivery of transactions to the users who need to manage them. Xero and Quickbooks are able to accommodate this, so I don't want to hear that it's a technical issue with MFA. Please get this done.

  • Guest commented
    May 22, 2023 20:58

    Couldn't agree more. Please add. This is a basic feature that needs to be included with a product. If you can't do this for some reason please add the refresh button to the main screen. Right now you don't even see the refresh button until you click "work with my charges"

  • Sylvia Cook commented
    February 16, 2022 14:24

    Agree, I wouldn't we want a minimum of once a day to automatically update feeds?