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Backdating Pledge Contribution Dates

Susan Learner
$organization

Hi,

We are trying to backdate a contribution that we have received towards a pledge.  When we created a new batch and amended the date of the pledge it processed the payment outside of the pledge.   When we  then backed this transaction out it goes back into the pledge but dates it as todays date!!!  Any ideas would be greatly appreciated.

Thanks

 

Parents
  • $organization

    For calendar year end – we do not extend the financial period that ends Dec 31 (this year) but do want to receipt the folks that have US Mail postmark for December 31.   We do a separate acknowledgment/receipt that has the “Gift Date” hard coded as December 31, 20??.    In this way the letter are generated as usual but the date will always say December 31.

     

    We usually have this the default receipt the first several days of the new year with the regular receipt available for those really intended for the new calendar year.

     

    So you would have

     

    MOA Fund

    MOA Fund 12/31

     

    This saves on having to do special mail merges etc.   – the one drawback is the 12/31 receipts are updated with the new year each December but we have found these receipts rarely receive reprint requests. 

     

    All of this lets us keep donors happy and does not mess with normal financial period postings.

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Sarah Recca
    Sent: Thursday, December 15, 2011 12:50 PM
    To: McKinley, Leslie
    Subject: RE: [Tessitura Development Forum] Backdating Pledge Contribution Dates

     

    Hey guys,

     

    I have a similar question.  As we are coming to year end contributions, December 31st falls on a Saturday.  Any gift received after December 31st, but post marked December 31st, will still be counted towards the month of December as a donation.  When I enter contributions into Tessitura, I’m only allowed to put one date on the entry.  Can I backdate this to Dec. 31 so that when I run a report of December contributions, it will be included?

     

    Thanks!

    Sarah  

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Dale Aucoin
    Sent: Thursday, December 15, 2011 10:09 AM
    To: Recca, Sarah
    Subject: Re: [Tessitura Development Forum] Backdating Pledge Contribution Dates

     

    Susan,

    It is not possible to backdate a pledge payment.  You can alter the date on a pledge or a gift but a payment is a transaction as such gets tagged with the date it is processed.

    Dale

    From: Susan Learner <bounce-susanlearner2410@tessituranetwork.com>
    Sent: 12/14/2011 10:59:12 PM

    Hi,

    We are trying to backdate a contribution that we have received towards a pledge.  When we created a new batch and amended the date of the pledge it processed the payment outside of the pledge.   When we  then backed this transaction out it goes back into the pledge but dates it as todays date!!!  Any ideas would be greatly appreciated.

    Thanks

     




    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!

Reply
  • $organization

    For calendar year end – we do not extend the financial period that ends Dec 31 (this year) but do want to receipt the folks that have US Mail postmark for December 31.   We do a separate acknowledgment/receipt that has the “Gift Date” hard coded as December 31, 20??.    In this way the letter are generated as usual but the date will always say December 31.

     

    We usually have this the default receipt the first several days of the new year with the regular receipt available for those really intended for the new calendar year.

     

    So you would have

     

    MOA Fund

    MOA Fund 12/31

     

    This saves on having to do special mail merges etc.   – the one drawback is the 12/31 receipts are updated with the new year each December but we have found these receipts rarely receive reprint requests. 

     

    All of this lets us keep donors happy and does not mess with normal financial period postings.

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Sarah Recca
    Sent: Thursday, December 15, 2011 12:50 PM
    To: McKinley, Leslie
    Subject: RE: [Tessitura Development Forum] Backdating Pledge Contribution Dates

     

    Hey guys,

     

    I have a similar question.  As we are coming to year end contributions, December 31st falls on a Saturday.  Any gift received after December 31st, but post marked December 31st, will still be counted towards the month of December as a donation.  When I enter contributions into Tessitura, I’m only allowed to put one date on the entry.  Can I backdate this to Dec. 31 so that when I run a report of December contributions, it will be included?

     

    Thanks!

    Sarah  

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Dale Aucoin
    Sent: Thursday, December 15, 2011 10:09 AM
    To: Recca, Sarah
    Subject: Re: [Tessitura Development Forum] Backdating Pledge Contribution Dates

     

    Susan,

    It is not possible to backdate a pledge payment.  You can alter the date on a pledge or a gift but a payment is a transaction as such gets tagged with the date it is processed.

    Dale

    From: Susan Learner <bounce-susanlearner2410@tessituranetwork.com>
    Sent: 12/14/2011 10:59:12 PM

    Hi,

    We are trying to backdate a contribution that we have received towards a pledge.  When we created a new batch and amended the date of the pledge it processed the payment outside of the pledge.   When we  then backed this transaction out it goes back into the pledge but dates it as todays date!!!  Any ideas would be greatly appreciated.

    Thanks

     




    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!

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