Hello,
Could anyone give me instructions on how to alter the Goods/services amount for memberships. I'm doing an R68 report and we've recently changed the amount we're claiming - I just need to make the change on Tessitura v11.
Thanks!
Vanessa, London
The G&S is changed in the Membership set up under Campaigns – you change the amount for each level
From: Vanessa Onwuemezi [mailto:bounce-vanessaonwuemezi8637@tessituranetwork.com] Sent: Tuesday, December 29, 2015 12:28 PMTo: McKinley, Leslie <LMcKinley@nycitycenter.org>Subject: [Tessitura Finance Forum] Gift Aid - Good/Services
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I’m in the US. So I may not know where you are keeping the data for a R68 Report
The standard goods and Services amount is defined here in the US in the Membership Rules as Non-Deductible Amt.
To Check your system look at the membership rules.
GoTo Menu -> Campaigns
Campaigns Menu -> Memberships
Choose your Membership Organization
Choose your Membership Level
On this screen the “Non-Deductible Amt” is listed there.
If I remember correctly this data is not updated retroactively. This is only stored at the time of the contribution entry.
Test this in your Test Prior to Live.
The UK Tessitura Support team would be a good next step if this was not what you needed.
--Tom
…
718.724.8135
tbrown@BAM.org
From: Tessitura Finance Forum [mailto:forums-finance@tessituranetwork.com] On Behalf Of Vanessa OnwuemeziSent: Tuesday, December 29, 2015 12:25 PMTo: Thomas Brown <tbrown@bam.org>Subject: [Tessitura Finance Forum] Gift Aid - Good/Services
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The data seems to be stored in the database in [dbo].T_ACK_EXT.goods_services_value.
From: Thomas Brown Sent: Tuesday, December 29, 2015 12:54 PMTo: 'Tessitura Finance Forum' <forums-finance@tessituranetwork.com>Subject: RE: [Tessitura Finance Forum] Gift Aid - Good/Services