Reversing monies out of On Account

We also process donations for several of our partners.  We created a single campaign for each of our partners and we process the donations via ticket orders into the appropriate campaign.  We have control grouped those campaigns so they are not visible to our Development office but we can still run reports for our partners when needed.

-steve

Information Technology Manager

Santa Barbara Center for the Performing Arts

1330 State Street, Suite 101

Santa Barbara, CA 93101

(805) 899-3000 x 111 (phone)

(805) 899-3081 (fax)

Hi folks,

We process donations on behalf of another arts organization, and in our old system we just reversed out that revenue and paid it to them.

I'm trying to think of an easy way for our Box Office staff to process those donations in Tess. I was going to set up an On Account specifically for donations to this org, but I don't know how to (or if you can) reverse out contributions sitting in On Account. We don't want these contributions to be recorded on constituent accounts in our database.

Any ideas would be great!

Thanks, Eleanor

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We also process donations for several of our partners.  We created a single campaign for each of our partners and we process the donations via ticket orders into the appropriate campaign.  We have control grouped those campaigns so they are not visible to our Development office but we can still run reports for our partners when needed.

-steve

Information Technology Manager

Santa Barbara Center for the Performing Arts

1330 State Street, Suite 101

Santa Barbara, CA 93101

(805) 899-3000 x 111 (phone)

(805) 899-3081 (fax)

Hi folks,

We process donations on behalf of another arts organization, and in our old system we just reversed out that revenue and paid it to them.

I'm trying to think of an easy way for our Box Office staff to process those donations in Tess. I was going to set up an On Account specifically for donations to this org, but I don't know how to (or if you can) reverse out contributions sitting in On Account. We don't want these contributions to be recorded on constituent accounts in our database.

Any ideas 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!