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
Bob's instructions for backdating pledge payments (and ANY payments for that matter) worked for us on version 11.3, but now that we are on version 12.1 it no longer works.
Good day, Jim
Backdating contributions are common for us. Backdating pledge payments are also (unfortunately) common for us.
Backdating contribution dates are easy; backdating pledge payment dates are not.
As an example, a patron may make a $1000 pledge in January, and make a $100 pledge payment in February.
Our Development group may not input that $100 February payment until March, and they want to record the payment as occurring in Feb.
Pledge payment received in February; Feb. pledge payment not entered into Tessitura until in March.
In Tessitura, the original pledge “looks” OK (dollars received, dollar remaining, etc.), but Tessitura doesn’t capture the dates when payments are applied to that pledge.
I gave our Development group four options:
1) Our Development group can add a note to the original contribution record.
$100 Pledge payment received 2-1-14
$200 Pledge payment received 3-1-14
This allows Development to tell the patron “Yes, we received your $100 pledge payment on 2-1”.
Even though the 2-1 payment wasn’t inputted until March.
There are challenges if reporting is required.
2) When creating the pledge, a payment schedule is also created (and this schedule can be changed).
Our Development group can change the schedule in the original contribution.
Then … complete the pledge payment process.
A pledge payment would require several add’tl steps, but reporting may be easier (because the payment date is recorded in T_SCHEDULE).
3) The preferred solution (prompt entry of all contribution data) is not an option for us at this time.
I advised our Development group prompt entry would resolve most problems, but they would have to change their procedures.
4) Maintain pledge payment data outside of Tessitura.
This is the easiest for me (I won’t support it); it is probably the worst option for Development.
Hope this helps, and please share as you learn.
Best Regards
Wendell Baskin
Bass Hall – Fort Worth
wbaskin@basshall.com
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jim Ralph Sent: Sunday, November 02, 2014 21:10 To: Wendell Baskin Subject: RE: [Tessitura Development Forum] Backdating Pledge Contribution Dates
Anyone else run into a similar problem?
From: Carol Orth <bounce-carolorth2677@tessituranetwork.com> Sent: 7/16/2012 3:28:15 PM
They’re $19.95 AYCE almost everywhere
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Sarah Recca Sent: Monday, July 16, 2012 3:43 PM To: Orth, Carol Subject: RE: [Tessitura Development Forum] Backdating Pledge Contribution Dates
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
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