• Replies 3 replies
  • Subscribers 411 subscribers
  • Views 125 views
  • Users 0 members are here
Related

On-Account Money from Individual to Household

Former Member
Former Member $organization

We have on-account money under development that was placed on an individuals account. Someone merged two accounts to create a Household account but now are Development Department can not access the money due to the individual account being under the household. How do I get to this money so that it is in the right place and can be applied?

Thanks!

Megan Nolte

  • $organization

    If it is an option for you, you could use Move Transactions to move all of the individuals transactions to the household - then you should see the on-account inside the household.

    If you have security for it, while you are in the individual's account, you'll see it under the menu Constituents->Household Operations->Move Transactions to Household...

    Beth

  • $organization

    If the money is to be applied on the now existing HH record, but currently resides on the individual affiliated record, then you will want to perform the HH operation of “Move Transactions to Household.” This will move all transactions from the Individual record to the HH record.

     

    Does that help?

     

    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 Megan Nolte
    Sent: Thursday, May 16, 2013 2:48 PM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] On-Account Money from Individual to Household

     

    We have on-account money under development that was placed on an individuals account. Someone merged two accounts to create a Household account but now are Development Department can not access the money due to the individual account being under the household. How do I get to this money so that it is in the right place and can be applied?

    Thanks!

    Megan Nolte




    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!

  • Former Member
    Former Member $organization

    Beth,

    That worked wonderfully!

     

    Thank you!

    MEGAN NOLTE  Ticket office manager
    ORCHESTRA IOWA PARAMOUNT PRESENTS
    OPUS CONCERT CAFE  ORCHESTRA IOWA SCHOOL
    119 THIRD AVENUE SE, CEDAR RAPIDS, IA 52401
    319.366.8206    www.orchestraiowa.org

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Beth Gilliland
    Sent: Thursday, May 16, 2013 3:12 PM
    To: Megan Nolte
    Subject: Re: [Tessitura Development Forum] On-Account Money from Individual to Household

     

    If it is an option for you, you could use Move Transactions to move all of the individuals transactions to the household - then you should see the on-account inside the household.

    If you have security for it, while you are in the individual's account, you'll see it under the menu Constituents->Household Operations->Move Transactions to Household...

    Beth

    From: Megan Nolte <bounce-megannolte5627@tessituranetwork.com>
    Sent: 5/16/2013 2:40:22 PM

    We have on-account money under development that was placed on an individuals account. Someone merged two accounts to create a Household account but now are Development Department can not access the money due to the individual account being under the household. How do I get to this money so that it is in the right place and can be applied?

    Thanks!

    Megan Nolte




    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!