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