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exporting batch data

Former Member
Former Member $organization

I use the Batch Payment Detail Report for a number of things – is there a way to export more than one batch at a time?

 

 

____________________________

 

Julie P. Hamre

Staff Accountant

5301 Tuckerman Lane

North Bethesda, MD  20852-3385

www.strathmore.org

301-581-5136

jhamre@strathmore.org

In office Monday-Thursday

 

  • $organization

    I'm not overly familiar with the finance reports, but would the Batch Payment Total Listing work? You run it by batch type and start/end dates.

     

  • Former Member
    Former Member $organization

    Unfortunately not – I need to see each transaction within each batch separately and this report gives me batch totals only. But thanks for the suggestion!

     

     

    ____________________________

     

    Julie P. Hamre

    Staff Accountant

    5301 Tuckerman Lane

    North Bethesda, MD  20852-3385

    www.strathmore.org

    301-581-5136

    jhamre@strathmore.org

    In office Monday-Thursday

     

    From: Tessitura Finance Forum [mailto:forums-finance@tessituranetwork.com] On Behalf Of Michele Keutsch
    Sent: Wednesday, January 18, 2017 11:18 AM
    To: Julie Hamre <JHamre@strathmore.org>
    Subject: Re: [Tessitura Finance Forum] exporting batch data

     

    I'm not overly familiar with the finance reports, but would the Batch Payment Total Listing work? You run it by batch type and start/end dates.

     

    From: Julie Hamre <bounce-juliehamre9206@tessituranetwork.com>
    Sent: 1/18/2017 4:11:54 PM

    I use the Batch Payment Detail Report for a number of things – is there a way to export more than one batch at a time?

     

     

    ____________________________

     

    Julie P. Hamre

    Staff Accountant

    Image removed by sender.

    5301 Tuckerman Lane

    North Bethesda, MD  20852-3385

    www.strathmore.org

    301-581-5136

    jhamre@strathmore.org

    In office Monday-Thursday

     




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  • $organization

    Hi Julie,

    I use Transactions by Posting when I want transaction detail.  It will give you all the batches in a given posting, and identifies the batch number for each transaction.

     

    Leslie

     

    LESLIE FILLINGHAM | Chief Financial Officer | Milwaukee Repertory Theater
    Patty & Jay Baker Theater Complex | 108 East Wells Street | Milwaukee, WI 53202
    414.224.1761 tel | 414.224.9097 fax | Email:  lfillingham@milwaukeerep.com 
    Website: www.milwaukeerep.com | Facebook: www.facebook.com/milwrep | Twitter: twitter.com/milwrep

     

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    From: Tessitura Finance Forum [mailto:forums-finance@tessituranetwork.com] On Behalf Of Julie Hamre
    Sent: Wednesday, January 18, 2017 12:12 PM
    To: Leslie Fillingham <Lfillingham@MILWAUKEEREP.com>
    Subject: RE: [Tessitura Finance Forum] exporting batch data

     

    Unfortunately not – I need to see each transaction within each batch separately and this report gives me batch totals only. But thanks for the suggestion!

     

     

    ____________________________

     

    Julie P. Hamre

    Staff Accountant

    5301 Tuckerman Lane

    North Bethesda, MD  20852-3385

    www.strathmore.org

    301-581-5136

    jhamre@strathmore.org

    In office Monday-Thursday

     

    From: Tessitura Finance Forum [mailto:forums-finance@tessituranetwork.com] On Behalf Of Michele Keutsch
    Sent: Wednesday, January 18, 2017 11:18 AM
    To: Julie Hamre <JHamre@strathmore.org>
    Subject: Re: [Tessitura Finance Forum] exporting batch data

     

    I'm not overly familiar with the finance reports, but would the Batch Payment Total Listing work? You run it by batch type and start/end dates.

     

    From: Julie Hamre <bounce-juliehamre9206@tessituranetwork.com>
    Sent: 1/18/2017 4:11:54 PM

    I use the Batch Payment Detail Report for a number of things – is there a way to export more than one batch at a time?

     

     

    ____________________________

     

    Julie P. Hamre

    Staff Accountant

    Image removed by sender.

    5301 Tuckerman Lane

    North Bethesda, MD  20852-3385

    www.strathmore.org

    301-581-5136

    jhamre@strathmore.org

    In office Monday-Thursday

     




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Finance Forum. You may reply to this message to post to the Finance 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!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Finance Forum. You may reply to this message to post to the Finance 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!

  • $organization in reply to Leslie Fillingham

    Yes, I also use the Transactions By Posting report, exported to Excel.

    From their we sort, filte, and pivot based on batch #, post #, and transaction type.