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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

    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

     




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  • $organization in reply to Sarah Recca

    Hi Sarah,

    I believe that most, if not all contribution reports are based upon contribution date as opposed to transaction date, so you should be fine simply backdating the contribution date.
    That is what we do.
    If there is a specific report you had in mind let me know and I can test it for you, as I just backdated a gift in my test system.

    This date also appears on the acknowledgement letters. (though ours is slightly modified I'm pretty sure this data column is in the canned version)

    Cheers!

    PS. Thank you Bob! My finance department just asked about how we would do this.



    [edited by: Ryan Rowell at 2:27 PM (GMT -6) on 15 Dec 2011]
  • Former Member
    Former Member $organization in reply to Ryan Rowell

    Hi Ryan -

    We like the format of the New Contributions Report, but it pulls on Transaction Date!

    We are backdating contributions dates as well as post dates to get things in the correct month.

    Can you suggest another report that pulls on Contribution Date or Post Date that would show new contributions received in a particular month? 

    Claire

  • $organization in reply to Former Member

    I enjoy the Pledge Gift report in the Finance folder.

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