Hey Finance Experts -
Does your organization track refund reasons in Tessitura? If so, how do you do that?
We are an outdoor museum so sometimes we close due to weather or things outside of our control. We would love to be able to track the reasons for each refund with the refund in the system.
Thanks!
Hi Samantha! We track refund reasons via CSI - the team are trained that all refunds require a CSI which is closed once the refund is processed.
Hi Jessie,
This is great information. Do you have parameters set-up in CSIs so that they are a separate category making them easier pull and analyze?