I had trouble enter such a contribution.
One patron made a contribution with ticket purchase and as usual the ticketing office set the contribution aside for me to enter in contribution batches. When I tried to enter this contribution the batch automatically switched me to the household account where I could not see the on account $$ in the money bag. Assuming it only exist in the individual account.
What do I do?
Thank you.
Use the Household operation to transfer the On-Account from the Individual to Household. Then you can move as usual.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Joe Hsu Sent: Thursday, September 11, 2014 3:40 PM To: McKinley, Leslie Subject: [Tessitura Development Forum] Devo on Account $$ in Individual vs household record
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Thank you Leslie. I have never done that can you be more specific? Sorry to trouble you. Can I just move that specific amount on the on the on-account to household from that individual record? Or do i have to move the entire ticket history to the household?
Thank you so much!
Joe
You should check with your AppSupport/IT folks to make certain they added this feature – also if you don’t convert Individuals to Households or visa versa you may not have access –
When you are in the individual record of the household – click on Constituent and one of your options should be Household Operations. Next within Household Operations one of the options should be Move Transactions to Household
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Joe Hsu Sent: Thursday, September 11, 2014 4:11 PM To: McKinley, Leslie Subject: RE: [Tessitura Development Forum] Devo on Account $$ in Individual vs household record
From: Leslie McKinley <bounce-lesliemckinley4448@tessituranetwork.com> Sent: 9/11/2014 2:42:39 PM
This is kind of a short cut, but I’ve used it occasionally to move funds from the Household or Individual or vice versa. This happens so few and far in between for us so if you foresee this as a more consistent issue with your organization, then you may need to find another permanent solution.
On the record with the On Account fund, I use that amount to buy a gift certificate in a ticket order. I then use the gift certificate in a new ticket order under the record I want to move the funds into and put the funds On Account there.
Hope this helps.
~Karen
_______________________________________________________ Karen Diche Manager, Season Tickets Segerstrom Center for the Arts 600 Town Center Drive, Costa Mesa, CA 92626 T (714) 556-2122 x 4359 F (714) 755-7477 E KDiche@SCFTA.org
Hi Leslie,
Thank you again. We do have the household operations options of move transactions to household. The options are: Contributions, Soft Credit, Membership, Orders, and Ticket/Sub History. I am not certain which one to choose to move the on account money. I guess I will try it at Test after our next Live-Test copy and see if it works. So far I think this would be the best solution (if indeed it works).
I really hope this works because I foresee more cases like this one. And thank you so much for your advice!
Thanks,
Marie
__
Marie Kocher | Development Assistant
Kansas City Ballet
Todd Bolender Center for Dance & Creativity
500 W Pershing Rd
Kansas City, MO 64108
816-931-2232 ext 1382 | 816-931-1172 (fax)
mkocher@kcballet.org
Buy tickets or enroll for classes: www.kcballet.org
Thank you for the suggestion and it works well. I had to wait for our Marketing Director to be back from vacation before testing this method out and it worked well.
Thank you again very much.
Thank you so much for the guideline. It worked well.
Cheers