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

 

Parents
  • Glad to help. J

     

    Marie

     

    --

    Marie Kocher | Development Assistant

    Kansas City Ballet

    Todd Bolender Center for Dance and Creativity

    500 W Pershing Road

    Kansas City, MO 64108

    816-931-2232 x 1382 | 816-931-1172 (fax)

    mkocher@kcballet.org

     

    Buy tickets and enroll for classes: www.kcballet.org


    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of David Geoffrey Hall
    Sent: Sunday, July 07, 2013 7:59 PM
    To: Marie Kocher
    Subject: RE: [Tessitura Development Forum] Banking 'on-account' money in a Controlled Batch?

     

    This thread just saved me banging my head against the desk at 11am on Monday morning. Thanks, all.

    dgh

    From: Marie Kocher <bounce-mariekocher5698@tessituranetwork.com>
    Sent: 7/10/2009 10:13:17 AM

    You are very welcome.

    -Marie Kocher
    Kansas City Ballet
    1616 Broadway
    Kansas City, MO 64108
    mkocher@kcballet.org
    www.kcballet.org


    -----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!


    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
  • Glad to help. J

     

    Marie

     

    --

    Marie Kocher | Development Assistant

    Kansas City Ballet

    Todd Bolender Center for Dance and Creativity

    500 W Pershing Road

    Kansas City, MO 64108

    816-931-2232 x 1382 | 816-931-1172 (fax)

    mkocher@kcballet.org

     

    Buy tickets and enroll for classes: www.kcballet.org


    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of David Geoffrey Hall
    Sent: Sunday, July 07, 2013 7:59 PM
    To: Marie Kocher
    Subject: RE: [Tessitura Development Forum] Banking 'on-account' money in a Controlled Batch?

     

    This thread just saved me banging my head against the desk at 11am on Monday morning. Thanks, all.

    dgh

    From: Marie Kocher <bounce-mariekocher5698@tessituranetwork.com>
    Sent: 7/10/2009 10:13:17 AM

    You are very welcome.

    -Marie Kocher
    Kansas City Ballet
    1616 Broadway
    Kansas City, MO 64108
    mkocher@kcballet.org
    www.kcballet.org


    -----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!


    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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