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Adding Creditees to a Gift

Carly Miller
$organization

Hello,

Does anyone know if it's possible to add creditees to a gift that is already posted and in the system? We received a large check a few weeks ago and just found out it was actually a mix of money from 12 different constituents. If I cannot add creditees, how should I proceed? I am fairly to Tess and am currently using Tessitura 8.

Thank you!

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  • $organization

    Hi Carly,

     

    You actually can add a creditee after the gift has been posted and it’s done as an adjustment to the gift. 

    After you load the acct in contribution editor, hit the adjustment button.

    Select the gift that needs to have the creditee added

    Go to the match/creditee button

    Add the creditee

    Save the contribution.

     

    You mentioned that there are multiply accts to credit.  Now you might want to adjust the gift out and reenter it as several gifts in the amounts that are to be credited for each account.  Having multiple creditees on one gift can cause some problems with reporting accurate amounts/creditees. 

     

    Hope that helps.

     

    T.C. Brown

    Database Administrator

    412.392.4834

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Leslie McKinley
    Sent: Thursday, November 01, 2012 3:26 PM
    To: TC Brown
    Subject: RE: [Tessitura Development Forum] Adding Creditees to a Gift

     

    There is no way to add creditees – you will have to make an adjustment (back the entry out and reenter)

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Carly Miller
    Sent: Thursday, November 01, 2012 3:05 PM
    To: McKinley, Leslie
    Subject: [Tessitura Development Forum] Adding Creditees to a Gift

     

    Hello,

    Does anyone know if it's possible to add creditees to a gift that is already posted and in the system? We received a large check a few weeks ago and just found out it was actually a mix of money from 12 different constituents. If I cannot add creditees, how should I proceed? I am fairly to Tess and am currently using Tessitura 8.

    Thank you!




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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!

  • $organization in reply to T.C. Brown

    Thanks for your help! It worked to back the check out and adjust it by adding in the creditees.

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