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Adding a Soft Credit after Posting a Batch

Former Member
Former Member $organization

Is there a way to add a soft credit "after the fact," as it were--that is, after the contribution has been entered and the batch posted? I neglected to do so on a contribution and now that contribution isn't coming through on some reporting.

Thanks for any help!

Jesse Cohen

Metropolitan Opera Guild

  • $organization

    No the gift needs to be adjusted and reposted

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jesse Cohen
    Sent: Tuesday, September 21, 2010 3:28 PM
    To: McKinley, Leslie
    Subject: [Tessitura Development Forum] Adding a Soft Credit after Posting a Batch

     

    Is there a way to add a soft credit "after the fact," as it were--that is, after the contribution has been entered and the batch posted? I neglected to do so on a contribution and now that contribution isn't coming through on some reporting.

    Thanks for any help!

    Jesse Cohen

    Metropolitan Opera Guild




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

  • Former Member
    Former Member $organization

    Thanks, Leslie. I was afraid of that.

     

    Jesse Cohen

    Director of Development and Communications

    The Metropolitan Opera Guild

    70 Lincoln Center Plaza, 6th Floor

    New York, NY 10023-6593

    (212) 769-7025

    jcohen@metguild.org

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Leslie McKinley
    Sent: Tuesday, September 21, 2010 3:38 PM
    To: Jesse Cohen
    Subject: RE: [Tessitura Development Forum] Adding a Soft Credit after Posting a Batch

     

    No the gift needs to be adjusted and reposted

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jesse Cohen
    Sent: Tuesday, September 21, 2010 3:28 PM
    To: McKinley, Leslie
    Subject: [Tessitura Development Forum] Adding a Soft Credit after Posting a Batch

     

    Is there a way to add a soft credit "after the fact," as it were--that is, after the contribution has been entered and the batch posted? I neglected to do so on a contribution and now that contribution isn't coming through on some reporting.

    Thanks for any help!

    Jesse Cohen

    Metropolitan Opera Guild




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
  • $organization
    The only way I know to do this is to refund or "back out" the contribution and then re-enter it.

    Marie Kocher
    Development Assistant
    Kansas City Ballet
    1616 Broadway
    Kansas City, MO 64111
    816-931-2232
    mkocher@kcballet.org
    www.kcballet.org


    -----Original Message-----
    From: Tessitura Development Forum on behalf of Jesse Cohen
    Sent: Tue 9/21/2010 2:27 PM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] Adding a Soft Credit after Posting a Batch

    Is there a way to add a soft credit "after the fact," as it were--that is, after the contribution has been entered and the batch posted? I neglected to do so on a contribution and now that contribution isn't coming through on some reporting.

    Thanks for any help!

    Jesse Cohen

    Metropolitan Opera Guild




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
  • $organization
    Actually, you don't have to back it out entirely. In contribution editor, just select the constituent, select adjust, click on the already entered gift, pick your adjustment reason and then go right to the Credit Tab. As long as there are no memberships involved, you can just add the soft credit and then save the contribution.

    Rey

    -----Original Message-----
    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marie Kocher
    Sent: Tuesday, September 21, 2010 8:18 PM
    To: Rey Pamatmat
    Subject: RE: [Tessitura Development Forum] Adding a Soft Credit after Posting a Batch

    The only way I know to do this is to refund or "back out" the contribution and then re-enter it.

    Marie Kocher
    Development Assistant
    Kansas City Ballet
    1616 Broadway
    Kansas City, MO 64111
    816-931-2232
    mkocher@kcballet.org
    www.kcballet.org


    -----Original Message-----
    From: Tessitura Development Forum on behalf of Jesse Cohen
    Sent: Tue 9/21/2010 2:27 PM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] Adding a Soft Credit after Posting a Batch

    Is there a way to add a soft credit "after the fact," as it were--that is, after the contribution has been entered and the batch posted? I neglected to do so on a contribution and now that contribution isn't coming through on some reporting.

    Thanks for any help!

    Jesse Cohen

    Metropolitan Opera Guild




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!


    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums.

    In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
  • Former Member
    Former Member $organization
    Thanks! I will try that!

    Jesse Cohen
    Director of Development and Communications
    The Metropolitan Opera Guild
    70 Lincoln Center Plaza, 6th Floor
    New York, NY 10023-6593
    (212) 769-7025
    jcohen@metguild.org
    -----Original Message-----
    From: Tessitura Development Forum
    [mailto:forums-development@tessituranetwork.com] On Behalf Of A. Rey
    Pamatmat
    Sent: Wednesday, September 22, 2010 8:40 AM
    To: Jesse Cohen
    Subject: RE: [Tessitura Development Forum] Adding a Soft Credit after
    Posting a Batch

    Actually, you don't have to back it out entirely. In contribution
    editor, just select the constituent, select adjust, click on the already
    entered gift, pick your adjustment reason and then go right to the
    Credit Tab. As long as there are no memberships involved, you can just
    add the soft credit and then save the contribution.

    Rey

    -----Original Message-----
    From: Tessitura Development Forum
    [mailto:forums-development@tessituranetwork.com] On Behalf Of Marie
    Kocher
    Sent: Tuesday, September 21, 2010 8:18 PM
    To: Rey Pamatmat
    Subject: RE: [Tessitura Development Forum] Adding a Soft Credit after
    Posting a Batch

    The only way I know to do this is to refund or "back out" the
    contribution and then re-enter it.

    Marie Kocher
    Development Assistant
    Kansas City Ballet
    1616 Broadway
    Kansas City, MO 64111
    816-931-2232
    mkocher@kcballet.org
    www.kcballet.org


    -----Original Message-----
    From: Tessitura Development Forum on behalf of Jesse Cohen
    Sent: Tue 9/21/2010 2:27 PM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] Adding a Soft Credit after
    Posting a Batch

    Is there a way to add a soft credit "after the fact," as it were--that
    is, after the contribution has been entered and the batch posted? I
    neglected to do so on a contribution and now that contribution isn't
    coming through on some reporting.

    Thanks for any help!

    Jesse Cohen

    Metropolitan Opera Guild




    This message was sent automatically to you by www.tessituranetwork.com
    because you subscribed to the Tessitura Development Forum. You may reply
    to this message to post to the Development forum or visit the site to
    search, read and post to the forums. In the interest of keeping the
    forum posts from becoming cluttered, we encourage you to delete previous
    message text from your reply before sending. Thank you!


    This message was sent automatically to you by www.tessituranetwork.com
    because you subscribed to the Tessitura Development Forum. You may
    reply to this message to post to the Development forum or visit the site
    to search, read and post to the forums.

    In the interest of keeping the forum posts from becoming cluttered, we
    encourage you to delete previous message text from your reply before
    sending. Thank you!


    This message was sent automatically to you by www.tessituranetwork.com
    because you subscribed to the Tessitura Development Forum. You may
    reply to this message to post to the Development forum or visit the site
    to search, read and post to the forums.

    In the interest of keeping the forum posts from becoming cluttered, we
    encourage you to delete previous message text from your reply before
    sending. Thank you!