Expiring On Account monies

Hi Paul,

Would you be looking to expire everything earlier than a certain date, do you just have a few people here and there, or a combination of everything. 

If you wanted to expire based on date, I’m wondering if you could use a slightly customised version of the gift certificate expiration utility report?...  If you only had a few to expire, or you wanted to be able to selectively target, your box office could always ‘buy’ a dummy payment method using the on account payment method you wanted to expire (having this built into a daily or weekly task list might not be too bad!). 

Hope that gives you a direction to look into…

Cheers,

Kathleen

Hi, i have had a question from our Box Office about setting an 'expiry date' on credits/on account money. Does anyone know if this is possible through Tessitura or whether it's a case of custom reporting?

Thanks,

Paul.

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Hi Paul,

Would you be looking to expire everything earlier than a certain date, do you just have a few people here and there, or a combination of everything. 

If you wanted to expire based on date, I’m wondering if you could use a slightly customised version of the gift certificate expiration utility report?...  If you only had a few to expire, or you wanted to be able to selectively target, your box office could always ‘buy’ a dummy payment method using the on account payment method you wanted to expire (having this built into a daily or weekly task list might not be too bad!). 

Hope that gives you a direction to look into…

Cheers,

Kathleen

Hi, i have had a question from our Box Office about setting an 'expiry date' on credits/on account money. Does anyone know if this is possible through Tessitura or whether it's a case of custom reporting?

Thanks,

Paul.

--
View this message online at http://www.tessituranetwork.com/COMMUNITY/forums/p/6704/21122.aspx#21122 or reply to this message
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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!