Hello community,
Our finance department has asked if it is at all possible to split contributions from an over all order transaction into it's own account.
Currently (for us anyway) if a patron purchases a ticket and makes a contribution, all the funds are deposited into the same account. The finance team need to manually transfer the contribution amount into another account which is both inefficient and has potential for errors.
Is there some way the finance team can split the contribution amount into it's own account?
Any feedback welcomed, even if it is obvious. :)
Thanks all!
Hi Aaron:
If I understand your question you want to be able to do a $100 ticket sale and a $200 donation in the same transaction but have the two amounts go to different GL accounts yes?
We do this daily. We have our regular payment methods for tickets (MC/Visa/AMEX/Disc/ Check/ Cash) and for donations we also have a payment method tied to a specific donation GL account.
During a sale the associates just add another line in the payment window, choose the payment method Box Office Donation (tied to it's own GL account) and put the $200 donation there. On all of the resulting reports, the $200 is automatically removed from ticket revenue and placed "on account" for development to move to the proper funds. I'm then able to run a "Payment Methods" report and pull all donations that way. We do not yet have the development module of Tessitura.
I hope that made sense but feel free to e-mail direct if you would like screen shots of the setup.
Thanks!
Michelle