Hi all,
I'm a newbie to Tessitura (and v 12 in particular) but I wonder if I'm missing a trick: to process our donations made by Direct Debit to different campaigns (e.g. our 'Friends of SB' campaign, our artistic fund, our endowment fund) I am going to Reports & Utilities, then Pledge Billing, and entering in each individual campaign (there are 10 in total) and the date the DD was due to be taken (e.g. 1st April) to see what I can expect to come in. I then hit review only, and receive a list. But I have to check that against what our third party processors (Direct Debit Solutions and RSM 2000 respectively) have as expected to come in, and there's no way to compare without checking each individual name and making sure the same amount is on both. This is incredibly time consuming and frustrating, as we have 10 campaigns to go through, so a lot of lists -- has anyone found a customised report that can just pull a total list of DDs to come out on a certain date so I can just compare the totals and make sure they match up? Happy to discuss in more detail if anyone out there knows what I'm talking about!
thanks,
Tara Quinn
Development Manager