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Including Check Number for Ack Letters

Marie Kocher
$organization

We would like to include the check number on the tax receipts for our donors. I have a couple questions:

1. I see that the standard Ack Letter form does not include a check number - on the PDF or Excel. How can I add the check number to my letters?

2. Can I officially make this an enhancement request?

Thanks,

Marie F. Kocher | Development Operations & Data Specialist

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

  • $organization
    Enhancement requests can always be submitted by on of the TASK account holders at your organization.  They go into TASK and choose the enhancement request area.




    On Wed, Dec 13, 2017 at 4:03 PM, Marie Kocher <bounce-mariekocher5698@tessituranetwork.com> wrote:
    Update from Tessitura Network
    		Marie Kocher

    We would like to include the check number on the tax receipts for our donors. I have a couple questions:

    1. I see that the standard Ack Letter form does not include a check number - on the PDF or Excel. How can I add the check number to my letters?

    2. Can I officially make this an enhancement request?

    Thanks,

    Marie F. Kocher | Development Operations & Data Specialist

    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

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  • $organization
    We include the check number on our receipts, where possible. The issue is that if your contribution is entered into the Contributions module using monies that have been placed on account, the check number is not tied to the contribution. We use one of the custom fields, and manually input the check number.
     
    Is it ideal? No! But it works.
     
    Lucie Spieler
    Florida Grand Opera
     

     

    Lucie Spieler
    IT Dev. & Training Manager
    Direct: 305.403.3291 | Box Office: 800.741.1010
    lspieler@fgo.org | www.FGO.org 

    FLORIDA GRAND OPERA | 77th SEASON
    8390 NW 25th Street | Miami, Florida 33122

       
     

  • Former Member
    Former Member $organization

    Hi Marie,

    If you have someone who can write SQL they can edit the procedure that generates the letter. They should be able to match the contribution id and payment id and then get the check number out. We've added other information this way. You will probably have to consider what happens when it's a credit card or other payment type and that field is null.

    Ann

  • $organization

    Hello Lucie, 

    I am very interested in adding a custom field for the check number. Would you say that it was relatively easy? Were you able to have it done in house, or did Tess do it for you?

    Thanks, 

    Marie

  • $organization in reply to Marie Kocher

    When you are entering a gift,  you can add this on the Notes tab; it is to the right of the Restrict/Unrestrict tab. I asked our DBA to create an output element for these but, unfortunately, when you're extracting data via an output set, you will get multiple lines.

  • $organization in reply to Francis M. Kelly

    Thank you! But then how do you get this note to appear somewhere on your letter?

  • $organization in reply to Marie Kocher

    It's part of the standard output for the print acknowledgment report!

  • $organization in reply to Alyssa Saint

    The NOTES TAB is a standard output for the Print Ack report? THANK YOU! That would be one of my issues, as I am using a custom Print Ack report. The creation of the report I am using precedes me, so the person who had it made/made it may have taken that part out. I think we have a custom report because the standard one does not seem to work for me/us when I run it. I will explore that with my DBA and Tess. For the time-being, I will continue to pursue adding a "Check Number" field to our Contribution Custom Tab. 

  • $organization in reply to Marie Kocher

    Gah! I feel your pain. Yes, it's in the standard output (if you can open this link, it's SUPER helpful). It shouldn't be difficult to add a custom field, we have a few ourselves and it only took a few minutes to set up! Best of luck!

    EDIT: here's the link

    https://www.tessituranetwork.com/Help_System/Tessitura_v14_Left.htm#CSHID=Contribution%20Processing%2FRefund%20Adjustment.htm|StartTopic=Content%2FContribution%20Processing%2FRefund%20Adjustment.htm|SkinName=TN New