Finance/Accounting assisting with contribution processing?

I handle all recording of contributed income into Tess and I’m in the finance department.  But to be fair, in fact I used to be an accountant working in development and moved over to finance when I assumed extra finance duties, so what you want is someone like me. J

Seriously, I think there are advantages to having someone who understands receivables (i.e., a finance person) doing the data entry because hopefully they are less likely to record a pledge payment as a new gift.  Either way, there is an education process of teaching a devo person accounting or teaching an accountant devo processes.  I think the latter task is easier.  As with any data entry job, the key is a good checklist of things to look for on each gift and what to do when you find them.  And of course, with Tess’ batch system, you can always have a devo person review the data before posting.

_______________

Julie P. Hamre

Strathmore Hall Foundation, Inc.

5301 Tuckerman Lane

North Bethesda, MD  20852-3385

301.581.5136; fax 301.581.5201

www.strathmore.org

Support what you love. Strathmore Stars enjoy

10% off Strathmore performance tickets, advance

ticket purchase, discounts in the Shops at

Strathmore and in Tea Room, and access to special events.

Hi folks,

We have one staff member who has been our development database coordinator prior to our transition to Tess. Her role has expanded into a lot of other duties and we're trying to find ways to move data entry and contribution processing off her desk.

Our Finance/Accounting department would like to take this over. However we're a little concerned since their focus is essentially on the $$, whereas our Patron Development department has a whole host of actions etc that arise out of how the contribution/membership/acknowledgment is coded etc.

So what I'm asking is - does anyone split out the entry and processing of contributions to lie outside your development department? How do you maintain checks/balances on what your data entry person is doing? How has it worked for you?

Any info would be great, thanks!

Eleanor

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I handle all recording of contributed income into Tess and I’m in the finance department.  But to be fair, in fact I used to be an accountant working in development and moved over to finance when I assumed extra finance duties, so what you want is someone like me. J

Seriously, I think there are advantages to having someone who understands receivables (i.e., a finance person) doing the data entry because hopefully they are less likely to record a pledge payment as a new gift.  Either way, there is an education process of teaching a devo person accounting or teaching an accountant devo processes.  I think the latter task is easier.  As with any data entry job, the key is a good checklist of things to look for on each gift and what to do when you find them.  And of course, with Tess’ batch system, you can always have a devo person review the data before posting.

_______________

Julie P. Hamre

Strathmore Hall Foundation, Inc.

5301 Tuckerman Lane

North Bethesda, MD  20852-3385

301.581.5136; fax 301.581.5201

www.strathmore.org

Support what you love. Strathmore Stars enjoy

10% off Strathmore performance tickets, advance

ticket purchase, discounts in the Shops at

Strathmore and in Tea Room, and access to special events.

Hi folks,

We have one staff member who has been our development database coordinator prior to our transition to Tess. Her role has expanded into a lot of other duties and we're trying to find ways to move data entry and contribution processing off her desk.

Our Finance/Accounting department would like to take this over. However we're a little concerned since their focus is essentially on the $$, whereas our Patron Development department has a whole host of actions etc that arise out of how the contribution/membership/acknowledgment is coded etc.

So what I'm asking is - does anyone split out the entry and processing of contributions to lie outside your development department? How do you maintain checks/balances on what your data entry person is doing? How has it worked for you?

Any info would be great, thanks!

Eleanor

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!