Banking 'on-account' money in a Controlled Batch?

-----Original Message-----
From: Tessitura Development Forum on behalf of Katherine Chien
Sent: Fri 7/10/2009 12:10 AM
To: Marie Kocher
Subject: RE: [Tessitura Development Forum] Banking 'on-account' money in a Controlled Batch?

Thanks Marie, this makes perfect sense!



I appreciate all the help I can get.



Cheers,



Katherine



From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marie Kocher
Sent: Friday, 10 July 2009 6:09 AM
To: Katherine Chien
Subject: RE: [Tessitura Development Forum] Banking 'on-account' money in a Controlled Batch?



When you do a batch that is ONLY on-account money, you want your totals to stay at $0 when you close the batch because no money came in and no money went out connected to your batch. The money is already in Tessitura and came in via your box office or your website, or some other avenue.



If your batch consists of some cash/check/credit card payments along with on-account amounts, then you need to delete the on-account amount from the batch total. When you click on "adjust totals" then enter only your cash/checks/creditcards.



Your batches should close for you.



Let me know if this helps. J



Marie Kocher

Development Assistant

Kansas City Ballet

1616 Broadway

Kansas City, MO 64108

(816) 931-2232

www.kcballet.org

________________________________

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Katherine Chien
Sent: Wednesday, July 08, 2009 7:02 PM
To: Marie Kocher
Subject: [Tessitura Development Forum] Banking 'on-account' money in a Controlled Batch?



Hi Tessiturians,

I'm wondering if someone can confirm this for me please?

I usually bank donations in a Controlled Batch but am having problems closing the batch when money has been put "on-account". An error message pops up saying that the batch is out of balance even though the 'received amount' is the same in the 'adjust total' area.

The only way for me to close this Controlled Batch is to delete the transaction that contains the on-account money.

Therefore, is it a general rule that to put money 'on-account', an uncontrolled batch is always used? Or is there a way around this?

Thanking everyone in advance,

Katherine






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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!

Elevation | The Australian Ballet in 2009
Explore our website
________________________________________
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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!

-----Original Message-----
From: Tessitura Development Forum on behalf of Katherine Chien
Sent: Fri 7/10/2009 12:10 AM
To: Marie Kocher
Subject: RE: [Tessitura Development Forum] Banking 'on-account' money in a Controlled Batch?

Thanks Marie, this makes perfect sense!



I appreciate all the help I can get.



Cheers,



Katherine



From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marie Kocher
Sent: Friday, 10 July 2009 6:09 AM
To: Katherine Chien
Subject: RE: [Tessitura Development Forum] Banking 'on-account' money in a Controlled Batch?



When you do a batch that is ONLY on-account money, you want your totals to stay at $0 when you close the batch because no money came in and no money went out connected to your batch. The money is already in Tessitura and came in via your box office or your website, or some other avenue.



If your batch consists of some cash/check/credit card payments along with on-account amounts, then you need to delete the on-account amount from the batch total. When you click on "adjust totals" then enter only your cash/checks/creditcards.



Your batches should close for you.



Let me know if this helps. J



Marie Kocher

Development Assistant

Kansas City Ballet

1616 Broadway

Kansas City, MO 64108

(816) 931-2232

www.kcballet.org

________________________________

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Katherine Chien
Sent: Wednesday, July 08, 2009 7:02 PM
To: Marie Kocher
Subject: [Tessitura Development Forum] Banking 'on-account' money in a Controlled Batch?



Hi Tessiturians,

I'm wondering if someone can confirm this for me please?

I usually bank donations in a Controlled Batch but am having problems closing the batch when money has been put "on-account". An error message pops up saying that the batch is out of balance even though the 'received amount' is the same in the 'adjust total' area.

The only way for me to close this Controlled Batch is to delete the transaction that contains the on-account money.

Therefore, is it a general rule that to put money 'on-account', an uncontrolled batch is always used? Or is there a way around this?

Thanking everyone in advance,

Katherine






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!

Elevation | The Australian Ballet in 2009
Explore our website
________________________________________
DISCLAIMER: PLEASE NOTE This email is confidential to the intended recipient.
If you receive this email in error please advise by return mail. You should not copy,
use or disclose this email or its contents. Information may be subject to change
without notice. See www.australianballet.com.au for our privacy policy.

Please consider the environment before printing this email




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!