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Gift entry adjustment

Keri L. Noerrlinger (Past Member)
$organization

About a month ago a pledge was entered for a board member using an incorrect appeal.  Now that the pledge payment has come in and we now know that the appeal used was a mistake, is there a way to change this in a gift entry adjustment or do we need to write-off the pledge and start over again?

Just to make matters more complicated, we entered the payment on the pledge before catching the mistake.  Thanks for any advice!

 

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  • $organization
    Keri,

    You will want to check the tess documentation for contribututions and adjustments.

    What I normally do is first "refund" the contribution to "on account", then follow the rest of the directions for adjusting a contribution. After that, I adjust/reduce the pledge using the same contribution tess help documentation.

    Finally, I re-enter the pledge and/or contribution. The payment method will be "on account".

    Be sure to put notes in the contributions that clearly explain your reasoning for adjusting the contribution.

    Hope this helps.

    Marie F. Kocher
    Development Assistant
    Kansas City Ballet
    1616 Broadway
    Kansas City, MO 64108
    816-931-2232
    816-931-1172 (fax)
    www.kcballet.org



    -----Original Message-----
    From: Tessitura Development Forum on behalf of Keri L. Noerrlinger
    Sent: Fri 8/5/2011 3:43 PM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] Gift entry adjustment

    About a month ago a pledge was entered for a board member using an incorrect appeal. Now that the pledge payment has come in and we now know that the appeal used was a mistake, is there a way to change this in a gift entry adjustment or do we need to write-off the pledge and start over again?

    Just to make matters more complicated, we entered the payment on the pledge before catching the mistake. Thanks for any advice!






    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!
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  • $organization
    Keri,

    You will want to check the tess documentation for contribututions and adjustments.

    What I normally do is first "refund" the contribution to "on account", then follow the rest of the directions for adjusting a contribution. After that, I adjust/reduce the pledge using the same contribution tess help documentation.

    Finally, I re-enter the pledge and/or contribution. The payment method will be "on account".

    Be sure to put notes in the contributions that clearly explain your reasoning for adjusting the contribution.

    Hope this helps.

    Marie F. Kocher
    Development Assistant
    Kansas City Ballet
    1616 Broadway
    Kansas City, MO 64108
    816-931-2232
    816-931-1172 (fax)
    www.kcballet.org



    -----Original Message-----
    From: Tessitura Development Forum on behalf of Keri L. Noerrlinger
    Sent: Fri 8/5/2011 3:43 PM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] Gift entry adjustment

    About a month ago a pledge was entered for a board member using an incorrect appeal. Now that the pledge payment has come in and we now know that the appeal used was a mistake, is there a way to change this in a gift entry adjustment or do we need to write-off the pledge and start over again?

    Just to make matters more complicated, we entered the payment on the pledge before catching the mistake. Thanks for any advice!






    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!
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