GL, Funds, and Campaign Design

Finance Forum-

I'm having an issue reconciling our GL/Chart of Accounts to Tessitura best practices.

Our Development team and I are attempting to reformulate our setup of Funds/Campaigns to better fit Tessitura so we can utilize reporting and analytics properly.

Per the webinars below Tessitura is best utilized for reporting when more generalized Funds and Campaigns are used. These practices push for organizations to avoid granular "entity" based Funds; however, our current Development GL/COA is based on Individual/Corporate/Foundation/Grant giving.

As you may imagine this creates a bit of confusion on the best way to move forward. As each fund is tied to a GL it becomes hard to avoid "entity" based, granular, funds.

Is there anything that we can do to reconcile this and make better use of Tessitura for fundraising?

Thanks in advance,
Chris
FTC
Parents
  • Hello Christopher!

    This is Iliana with Tessitura Network Support. We’re happy to assist you with this question. I’ve created a Support ticket where we’ll work with you to find a resolution to this concern. We’ll also relay our findings from that ticket in this forum post, but if you have any other questions or concerns in the meanwhile please let us know.

    Best,

    Iliana 

Reply
  • Hello Christopher!

    This is Iliana with Tessitura Network Support. We’re happy to assist you with this question. I’ve created a Support ticket where we’ll work with you to find a resolution to this concern. We’ll also relay our findings from that ticket in this forum post, but if you have any other questions or concerns in the meanwhile please let us know.

    Best,

    Iliana 

Children
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