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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

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  • 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!

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  • 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!

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