we have a contribution that came in online from an individual, somehow she logged into her corporation's account (her email is on both accounts) and made the donation to that constituent ID instead of hers, can I move this money from one Constituent ID to another? How? I definitely CAN NOT merge the two accounts
Hi Leah,
There are many tutorials out there on how to do adjustments to contributions. I just did a quick search: https://www.tessituranetwork.com/search#q=adjustment%20to%20gift&t=default-web-tab&sort=relevancy
Essentially you will need to back out the entire amount using the adjust button. Then you will need to put the funds on-account or whatever process your finance team has determined. Then you can enter the funds in the correct record.
Feel free to reach out if you have any other questions.
Mary
We have a payment method called "Adjustment" that we refund contributions to when we need to move them in Tessitura without actually refunding them. It's connected to a dummy GL account and in this case, we would also use that payment method to "pay" for the new contribution on the correct constituent record. Hope this helps!
Thanks Anne. For credit cards we use something like "Visa No Auth" with a dummy GL so we can tell it still came from a Visa but you're not refunding the actual Visa.
yeah i'm just confused how i get it to a different constituent account, I can back the money out in an adjustment to an On Account but then it's still sitting on the same individuals On Account, I need to move it to a completely different constituent?
You will back it out to a dummy GL in the payment type. For example, if the donor paid with a Visa, I would adjust out the gift using the payment type "Visa No Auth." I would then go into the correct constituent record, and enter a new gift using the same payment type "Visa No Auth." Your Finance team may know more about which payment type they would like you to use.
At another organization I worked at, I used the payment type "Cash" for adjustments. Anne above said she has a payment typed called "Adjustment" that she uses in these instances.
Leah you don't use a payment type of On Account. We use a payment type of "Other" for moving money around to different accounts. So the money will not go on their account but go to a GL and then use that same payment method in the new account and it will balance out then to zero.
When you're backing out the original contribution, you wouldn't put it on account, you would process it as though you were completely refunding it but you'd refund it to the dummy payment method so it wouldn't actually go anywhere in real life. And then use that dummy payment method again (or a different one depending on your institution's setup) to pay for the new contribution on the correct constituent record, so again no money is actually going anywhere Tessitura just thinks it is.
So the dummy payment method shouldn't be an on-account type, ours is "other".
If it helps, ours isn't a real account number, it's just all 0's. I think our finance department fills the GL import file in with whatever account they need each time we use it, so if we were moving a contribution that was originally paid with a Visa, they would swap the 0's out for the Visa account. Or as Mary suggested, you could have one for each card type connected to your account for that card type.
You may have already solved this ... You can use the money on the first account to 'buy' a gift card. Then use that gift card number as payment on the other account to make the contribution. Would that mess up your Finance Dept?