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 $$ in the money bag. Assuming it only exist in the individual account.
What do I do?
Thank you.
You should check with your AppSupport/IT folks to make certain they added this feature – also if you don’t convert Individuals to Households or visa versa you may not have access –
When you are in the individual record of the household – click on Constituent and one of your options should be Household Operations. Next within Household Operations one of the options should be Move Transactions to Household
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Joe Hsu Sent: Thursday, September 11, 2014 4:11 PM To: McKinley, Leslie Subject: RE: [Tessitura Development Forum] Devo on Account $$ in Individual vs household record
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
From: Leslie McKinley <bounce-lesliemckinley4448@tessituranetwork.com> Sent: 9/11/2014 2:42:39 PM
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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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!
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.