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Expiring On Account Money

Michele Keutsch
$organization

I would like to know if there is a process in place to expire en-masse, any on-account funds under $25.  I have ran the On Account Tracking Report and have created a list of patrons with on-account money under $25 that we need to expire based on our business rules.

Does anyone know of an easy way for me to remove the on-account money from these 1,200 files?

Any help would be appreciated!

  • Former Member
    Former Member $organization
    Michele, there is not a Tessitura procedure that will expire On Account money en masse.
     
    Bob

    From: Tessitura Finance Forum [mailto:forums-finance@tessituranetwork.com] On Behalf Of Michele Keutsch
    Sent: Tuesday, January 05, 2010 10:42 AM
    To: Robert Bell
    Subject: [Tessitura Finance Forum] Expiring On Account Money

    I would like to know if there is a process in place to expire en-masse, any on-account funds under $25.  I have ran the On Account Tracking Report and have created a list of patrons with on-account money under $25 that we need to expire based on our business rules.

    Does anyone know of an easy way for me to remove the on-account money from these 1,200 files?

    Any help would be appreciated!




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