New Contributions Reporting including Refunds?

-----Original Message-----
From: Tessitura Development Forum on behalf of Nicholas Hudson-Ellis
Sent: Sun 7/15/2012 7:22 AM
To: Marie Kocher
Subject: RE: [Tessitura Development Forum] New Contributions Reporting including Refunds?

Thanks Marie!

So when you do your check, you just see if there are any names on the Transaction by posting that are not listed on the New Contributions report?

From: Marie Kocher
Sent: 7/15/2012 7:07:26 AM


Nicholas,

Yes, we have. We run a second report to work in tandem with the New Contributions Report. We run the Transactions by Posting report on a monthly basis for our finance department and we run the New Contributions Report on a weekly basis for Development. This seems to catch all transactions currently necessary for both departments.

I hope this helps.

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



-----Original Message-----
From: Tessitura Development Forum on behalf of Nicholas Hudson-Ellis
Sent: Sun 7/15/2012 6:51 AM
To: Marie Kocher
Subject: [Tessitura Development Forum] New Contributions Reporting including Refunds?

Hello all,

My org has been using the New Contributions report with success for reporting on new members to a certain program. However, we have come across an issue where the New Contributions Report does not seem to present an adjusted contribiution (ie: a refund).

This has caused some concern when the GL Summary Reports that our Finance team work from do not match the New Contribitions Report in the case that the reporting period includes a refunded contribution that was originally made in an earlier period.

Has anyone else faced similar issues?

Cheers,

Nicholas




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-----Original Message-----
From: Tessitura Development Forum on behalf of Nicholas Hudson-Ellis
Sent: Sun 7/15/2012 7:22 AM
To: Marie Kocher
Subject: RE: [Tessitura Development Forum] New Contributions Reporting including Refunds?

Thanks Marie!

So when you do your check, you just see if there are any names on the Transaction by posting that are not listed on the New Contributions report?

From: Marie Kocher
Sent: 7/15/2012 7:07:26 AM


Nicholas,

Yes, we have. We run a second report to work in tandem with the New Contributions Report. We run the Transactions by Posting report on a monthly basis for our finance department and we run the New Contributions Report on a weekly basis for Development. This seems to catch all transactions currently necessary for both departments.

I hope this helps.

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



-----Original Message-----
From: Tessitura Development Forum on behalf of Nicholas Hudson-Ellis
Sent: Sun 7/15/2012 6:51 AM
To: Marie Kocher
Subject: [Tessitura Development Forum] New Contributions Reporting including Refunds?

Hello all,

My org has been using the New Contributions report with success for reporting on new members to a certain program. However, we have come across an issue where the New Contributions Report does not seem to present an adjusted contribiution (ie: a refund).

This has caused some concern when the GL Summary Reports that our Finance team work from do not match the New Contribitions Report in the case that the reporting period includes a refunded contribution that was originally made in an earlier period.

Has anyone else faced similar issues?

Cheers,

Nicholas




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!