• Replies 2 replies
  • Subscribers 412 subscribers
  • Views 64 views
  • Users 0 members are here
Related

Auto-generation of Tax Receipts

Kristine Astop
$organization

This might be pretty self-evident. But our Development team is having some issues with the auto-generation of tax receipts/acknowledgements once they complete a contribution.

I am pretty new to Tessitura, but was curious if is there a way to turn off the auto-generation so I can do some testing?

Thanks in advance!

  • $organization

    I am not sure about turning off that function completely. However, you can remove/delete the ack letter type that auto attaches itself at the point of contribution entry for your test contributions.

     

    Marie

     

    ---

    Marie Kocher | Development Assistant

    Kansas City Ballet | Todd Bolender Center for Dance & Creativity

    500 W. Pershing Road, Kansas City, MO 64108

    816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

    kcballet.org

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Kristine Astop
    Sent: Tuesday, August 30, 2016 1:13 PM
    To: Marie Kocher <mkocher@kcballet.org>
    Subject: [Tessitura Development Forum] Auto-generation of Tax Receipts

     

    This might be pretty self-evident. But our Development team is having some issues with the auto-generation of tax receipts/acknowledgements once they complete a contribution.

    I am pretty new to Tessitura, but was curious if is there a way to turn off the auto-generation so I can do some testing?

    Thanks in advance!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

  • Former Member
    Former Member $organization
    Hi Kristine, Do you mean what letters automatically get added to a contribution when it is processed? Or the printing of the acknowledgement letters? What letters are added is set up under Campaigns > References > Acknowledgements tab. There may be a duplicated line or a missing one that may be causing problems. This is a big set of rules at are applied and add letters. You can always delete them before saving the contribution on the Prem/Ack tab. Your team may have scheduled the Print Acknowledgement Letters report, the owner of the schedule should be able to pause of cancel it. Hope that helps! Ann