Hello,
How does everyone get information from Tessitura into Financial Edge? We currently have an accounting clerk who manually types information in from the daily Posting report, but it's generating a lot of errors and she only does the information at the Posting level, which makes it very difficult to go back and reconcile.
How do others do this? I've seen some discussions about creating and downloading a file from Tessitura and then uploading it into FE, or some other conversations about API(s) that work between the two.
I've seen a couple previous threads about this but nothing in the last few years, so I wanted to get a current sense of how organizations handle this.
Thanks,
Megan Peet
Assistant Director, Advancement Operations
San Diego Symphony
Hi Megan,
We have a very basic report for export/import into PS Financials. I'm now making a local version of the Transactions by Posting Report to cater for a new version of the software. Our Finance team works with net income so the stored procedure handles calculating that, VAT/Tax and assigns values to other fields depending on things like GL, fund etc. It is written in SSRS like many newer Tessitura reports so it can easily be saved to .csv format. Tessitura batches are posted by Finance, the posting date is matched to batch date so it is kept really clean.
Cheers,
Kevin
We do the same thing you are currently doing. An accounting clerk manually enters the transactions by posting report on a daily basis for both ticket revenue and contributions. Our clerk also tends to make errors, so we have another person actually review the entry and do the posting. Having two people involved in the journal entry cuts down on errors tremendously. Anything else that gets missed is generally discovered in the reconciliation process. I looked at doing an export and upload into Financial Edge, but because Tessitura doesn't differentiate between current and future deferred revenue easily, we have to manually make changes to the entries at a certain time in our financial cycle near the end of the fiscal year. At this point, since Tessitura isn't flexible enough to handle that, it makes since to continue the manual entry.