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
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?
Marie
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.
Thank you! But then how do you get this note to appear somewhere on your letter?
It's part of the standard output for the print acknowledgment report!
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.
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