Hi Tessiturians,
We have a few hundred customers who use ACH as their preferred method of monthly giving. Currently we can use standard Tessitura reports to generate a list of folks who are on this billing type and reconcile with our bank to ensure we are capturing everyone's monthly payment for submission. The big labor intensive part of this is once we submit the ACH through the bank, we have to manually enter every pledge payment into Tessitura. I have been searching help documentation for a way to create a batch of pledge payments to post and cannot seem to find anything. I came from RE, where this was possible. Does anyone have a process for ACH that is easier than what we are doing they would be willing to share?
Thanks!
Marissa Todd
Development Director, Operations
The Nelson-Atkins Museum of Art