On Account Help

Former Member
Former Member $organization

Recently one of my interns accidentally posted a contribution twice. Then we kept the original contribution and moved the second contribution (which is imaginary money) to "On Account - Other." I know that "On Account" acts as a credit, but is there a way to remove it since, in this case, that money doesn't actually exist?

Parents
  • We’ve created a few dummy payment methods to use in this sort of adjustment (refunds in Tessitura that aren’t real refunds). In theory, Finance knows by the GL that they should ignore these transactions. We also isolate them by batch and put notes into the daily batch file (yes, we still have lots of paper).

     

    Lucie

     

    ______________________________
    Lucie Spieler
    IT Development and Training Manager
    FGO_logo_one_line_2color_web.jpg

Reply
  • We’ve created a few dummy payment methods to use in this sort of adjustment (refunds in Tessitura that aren’t real refunds). In theory, Finance knows by the GL that they should ignore these transactions. We also isolate them by batch and put notes into the daily batch file (yes, we still have lots of paper).

     

    Lucie

     

    ______________________________
    Lucie Spieler
    IT Development and Training Manager
    FGO_logo_one_line_2color_web.jpg

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