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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

    Hi Christine and T.C. Brown,

     

    I’ve re-configured the dates so that it goes back to FY12.  The only new issue is that I am paying off a pledge AND the amount is less than we anticipated due to a change in the eligible expenses from the original grant proposal.

     

    How would I handle this part of the equation?

     

    Thanks!

    Sarah

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of T.C. Brown
    Sent: Monday, July 16, 2012 3:31 PM
    To: Recca, Sarah
    Subject: RE: [Tessitura Development Forum] Backdating Pledge Contribution Dates

     

    Hi Sarah,

     

    I take it that you are not paying off a pledge for FY12.  In that case, as long as the FY12 campaign (as well as sources you will need) is still active you can enter in the gift.  (What we would do here at the PSO is to enter in the pledge for 6/30/12 and then enter in the payment on the day that the actual cash came in.)  If you just want to enter in the gift on the day that it came in, such as July 10, in your batch as you enter in a new gift, enter the  fund and then select your FY12 from the campaign drop down.  It’s basically what you would do for entering in multiyear gifts, except your selecting the previous year.

    Hope that helps.

     

    T.C. Brown

    Database Administrator

    412.392.4834

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Sarah Recca
    Sent: Monday, July 16, 2012 2:02 PM
    To: TC Brown
    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

     




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  • $organization in reply to Sarah Recca

    After you book the payment to pay off part of the pledge you do either one of these things:

    If you're in the same/future fiscal year this pledge is for, hit "Adjust" and adjust the "Pledge Amount" down to what the total pledge should be. Delete any pledge schedules to reflect this new amount.

    If this is a prior fiscal year's pledge, and you hit "write off" it'll write off the remaining balance on the pledge. Be careful and make sure this is what you want, it will write off the entire remaining amount rather than a part of it.

Reply
  • $organization in reply to Sarah Recca

    After you book the payment to pay off part of the pledge you do either one of these things:

    If you're in the same/future fiscal year this pledge is for, hit "Adjust" and adjust the "Pledge Amount" down to what the total pledge should be. Delete any pledge schedules to reflect this new amount.

    If this is a prior fiscal year's pledge, and you hit "write off" it'll write off the remaining balance on the pledge. Be careful and make sure this is what you want, it will write off the entire remaining amount rather than a part of it.

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