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.
I would be interested to know if you ever got an answer for this that worked. I've been wondering the same thing (we tell patrons they can use a credit on account for 1 year, but then we never actually expire the funds, so they're still sitting there now 4 years later).
Thanks!
Becky
We have a huge piece of sql code that we use to expire On Account money. We use the On Account Tracking report to find those that fit the criteria (anyone with a balance of $24.99 or lower) and then import that excel list into a list manager list. That list is then used in the code we had created to then expire to the appropriate GL number. We do this annually after our general public on sale.
As far as I know, there is not a canned report that will allow you to do this.