Expiring On Account monies

original message waaaaaaaaaaaay back in February 2012 and I am no longer in the role of a Tessitura Administrator – but I’ll pass this info on just in case it’s still something that the company wishes to implement.

 

Ta very much!

 

Paul.

 

Paul White
Box Office Supervisor

The Bridgewater Hall, Lower Mosley Street, Manchester M2 3WS
www.bridgewater-hall.co.uk

 

 

From: Tessitura Finance Forum [mailto:forums-finance@tessituranetwork.com] On Behalf Of Beth Hawryluk
Sent: 25 August 2015 18:55
To: Paul White
Subject: Re: [Tessitura Finance Forum] Expiring On Account monies

 

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

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/6704/43841.aspx#43841 or reply to this message
--
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!

original message waaaaaaaaaaaay back in February 2012 and I am no longer in the role of a Tessitura Administrator – but I’ll pass this info on just in case it’s still something that the company wishes to implement.

 

Ta very much!

 

Paul.

 

Paul White
Box Office Supervisor

The Bridgewater Hall, Lower Mosley Street, Manchester M2 3WS
www.bridgewater-hall.co.uk

 

 

From: Tessitura Finance Forum [mailto:forums-finance@tessituranetwork.com] On Behalf Of Beth Hawryluk
Sent: 25 August 2015 18:55
To: Paul White
Subject: Re: [Tessitura Finance Forum] Expiring On Account monies

 

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

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/6704/43841.aspx#43841 or reply to this message
--
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!