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
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.