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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 Nancy,

     

    Technically I am fulfilling the pledge, but the other complicated step is that the final payment is less than we anticipated due to a change in the eligible expenses from the original grant proposal. So in reality, I need to change the pledge total, fulfill the pledge and backdate the check to last fiscal year.  Or, is it easier/possible to cancel the remaining pledge and add this final payment as a new gift??

     

    I changed the dates as you described, but only for the foundation campaign and not across the board (to include corporate and individual).  Would you recommend I change all the fiscal dates, and if so, is that possible when I’ve already entered new fiscal year gifts last week?  Or, can I change these dates back once I’ve finished the gift entry and so I don’t have to change the other dates?

     

    Thanks!

    Sarah

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Nancy Clarkin
    Sent: Monday, July 16, 2012 3:03 PM
    To: Recca, Sarah
    Subject: RE: [Tessitura Development Forum] Backdating Pledge Contribution Dates

     

    If you’re not fulfilling a pledge but entering a new gift, you have to change the campaign dates- extending fy12 to the day that you do the deposit, but before you can do that you have to adjust fy13 dates.  This includes appeals and sources, as well.

     

    Nancy

    First Stage Individual Giving Manager

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Sarah Recca
    Sent: Monday, July 16, 2012 1:04 PM
    To: Nancy Clarkin
    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

    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!




    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

    Hey Nancy,

     

    Technically I am fulfilling the pledge, but the other complicated step is that the final payment is less than we anticipated due to a change in the eligible expenses from the original grant proposal. So in reality, I need to change the pledge total, fulfill the pledge and backdate the check to last fiscal year.  Or, is it easier/possible to cancel the remaining pledge and add this final payment as a new gift??

     

    I changed the dates as you described, but only for the foundation campaign and not across the board (to include corporate and individual).  Would you recommend I change all the fiscal dates, and if so, is that possible when I’ve already entered new fiscal year gifts last week?  Or, can I change these dates back once I’ve finished the gift entry and so I don’t have to change the other dates?

     

    Thanks!

    Sarah

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Nancy Clarkin
    Sent: Monday, July 16, 2012 3:03 PM
    To: Recca, Sarah
    Subject: RE: [Tessitura Development Forum] Backdating Pledge Contribution Dates

     

    If you’re not fulfilling a pledge but entering a new gift, you have to change the campaign dates- extending fy12 to the day that you do the deposit, but before you can do that you have to adjust fy13 dates.  This includes appeals and sources, as well.

     

    Nancy

    First Stage Individual Giving Manager

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Sarah Recca
    Sent: Monday, July 16, 2012 1:04 PM
    To: Nancy Clarkin
    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

    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!




    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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