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
Did you enter a payment schedule for the grant since it was (apparently) paid in several parts? If so, then you can just enter it as normal because the full amount of the pledge (grant) would already be entered to the correct fiscal year. Since all the money in the pledge would have been recorded to FY12, then it doesn’t matter when the cash comes in.
If you did not enter the outstanding balance as a pledge, then the “official” way to do it would be to record a pledge for that amount back to FY12 by dating the pledge entry in FY12 and posting it to FY12, then recording the payment to today. But you have to be careful about posting things to a prior fiscal year because your finance folks have to be made aware of the fact the money counts to FY12. I don’t know how you transfer Tessy data to the finance department, but if you have already sent over June data, the finance people may need to make a manual entry to record this transaction.
_______________
Julie P. Hamre
Finance/Development Associate
Strathmore Hall Foundation, Inc.
5301 Tuckerman Lane
North Bethesda, MD 20852-3385
301.581.5136; fax 301.581.5201
www.strathmore.org
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From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Sarah Recca Sent: Monday, July 16, 2012 2:03 PM To: Julie Hamre Subject: RE: [Tessitura Development Forum] Backdating Pledge Contribution Dates
Let's go one more step. Our FY12 ended June 30, 2012. I just received the final payment of a grant that supported programming in FY12, which means I need to include it in FY12, not FY13. How can I go about doing this?
I had to do this with another donation and it worked, but since then, I've been processing gifts for FY13 and now it doesn't seem to work. Any suggestions?
Thanks, Sarah
From: Bob Bell <bounce-bobbell2200@tessituranetwork.com> Sent: 12/15/2011 9:54:03 AM
Although it is not possible to change the Transaction date on a pledge payment as the Transaction date for any financial transaction will always be associated with the current date, it is possible to backdate the Payment date associated with a Pledge Payment. As outlined in TASK knowledgebase Solution # 19536, here are the steps to take to enable this feature.
1) Create an entry in T_DEFAULTS with the parent_name 'IMPRESARIO', field name 'CONTRIBUTION PMT DATE CHANGE' and the value 'Yes'. If this entry does not exist, or the value is 'No', the current date and time will be used as the payment date, regardless of what is entered in the contribution editor date field. If this entry is added or updated in T_DEFAULTS, you must log out of Tessitura and back in again for the new entry to become activated
2) Open the Contribution Editor and select the Constituent making the payment.
3) Open the payment window, enter the payment and click 'OK'
4) Select the Source Code.
5) If the Existing Contributions Window pops up click 'Cancel'; do not select a pledge for payment at this point.
6) Edit the date in the date field to reflect the desired Pledge Payment Date
7) Click on the 'Pledge Payment' button. At this point the Existing Contributions Window should pop up and you can now select the pledge for payment.
8) When the Pledge is saved, the newly entered payment will reflect the backdated payment date.
Please note that the order of the steps outlined above must be followed exactly.
Bob
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Dale Aucoin Sent: Thursday, December 15, 2011 10:09 AM To: Robert Bell 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
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