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.
Hi Paul,
We do as Heather suggested and take care of On Account money cleanup at the end of the fiscal year using the On Account Tracking report. However, we have decided to start looking at this on a more regular basis (ie. monthly or bi-monthly) to see if any cleanup or proactive customer prodding can help get that money off account sooner.
We also have a custom flex header icon that shows if there is any outstanding on account money so when a staff member pulls up an account that has outstanding balance they can look into it and encourage that customer to use it.
Not quite what you're looking for but might offer up ideas for more regular maintenance!
Good luck,Beth