Reconciliation reports

I am looking for a comprehensive report that can be used to reconcile general operations, education ad capital campaign funds.  What do you use and can recommend?  Reports need to be available in tess with out customizing. 

  • The best source is the Fund Activity Report  --  It lets you group by Campaigns, Appeals, Funds, and Designations   -- so it should match up with however your organization has organized its fundraising – Summary and Detail

     

    If you are looking for only GL – look at the GL Summary and Transaction by Posting

     

    All 3 reports are in the Finance folder

     

    From: Melissa Day [mailto:bounce-melissaday7975@tessituranetwork.com]
    Sent: Wednesday, August 24, 2016 3:26 PM
    To: McKinley, Leslie <LMcKinley@nycitycenter.org>
    Subject: [Tessitura Finance Forum] Reconciliation reports

     

    I am looking for a comprehensive report that can be used to reconcile general operations, education ad capital campaign funds.  What do you use and can recommend?  Reports need to be available in tess with out customizing. 




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