I was attempting to check in a payment and originally selected a source, 2021 Unsolicited, then I was prompted that the patron had a pending pledge under a different 1920 source/campaign. I then selected and processed the pledge payment. Somehow I did not notice that the contribution saved to the correct source on the contribution tab but somehow it saved with the incorrect source in the transaction. Does anyone know how to fix this because my fear is that no matter what I do on the contribution side, it will still incorrectly be listed on the transaction side.
Hi Stephan, unfortunately we have seen more of these types of scenarios than I care to remember as we were not aware for some time that this is a reporting conflict. To my knowledge, the only way to correct is via full adjustment. If there is a more simple solution, I'd like to know also.
Hi Anita, Tessitura assured me that since most reports pull by the source of the contribution and not the transaction source it wouldn't be an issue. However, since I wanted it to be correct, I backed it out by the transaction source and reentered it under the correct contribution source in a separate batch. I just was apprehensive to see if it anyone else had this issue before attempting the back out so I could avoid a potential error.