Report to move On-Account Money to Fund Code en masse

I'm kicking myself for not thinking of this a few years back but last week as I faced the upcoming task of moving our unused On-Account Ticketing money to contributions (400+ entries of small amounts), it hit me why don't we have a program.

We have a program to do auto charges and auto renenewals.  We have program reports that cancel/write off pledges.   More recently a program repor that cancels gift card balances to an On-Account.    All create financial transaction in batches.  

So why should we individually post 400+ entries that are going to go to the same fund and get the same acknowledgement -- when there could be a program report that does it???   My thought is have report that takes everything with the Payment method of X and moves it to Fund Code XX and of course a List can be used as well. It's parameters would be as below

Batch Type:

List:

Payment Method:  (would be good if we could limit it to On-account but not necessary)

Fund Code:

Appeal:

Acknowledgement:

Review Only: (Y/N)

(Channel would come from the original entry)

Has anyone else realized the same thing and already,hopefully, has this report to share?

I have some data entries folks here that will be forever grateful if this does exist.   Thanks

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I'm kicking myself for not thinking of this a few years back but last week as I faced the upcoming task of moving our unused On-Account Ticketing money to contributions (400+ entries of small amounts), it hit me why don't we have a program.

We have a program to do auto charges and auto renenewals.  We have program reports that cancel/write off pledges.   More recently a program repor that cancels gift card balances to an On-Account.    All create financial transaction in batches.  

So why should we individually post 400+ entries that are going to go to the same fund and get the same acknowledgement -- when there could be a program report that does it???   My thought is have report that takes everything with the Payment method of X and moves it to Fund Code XX and of course a List can be used as well. It's parameters would be as below

Batch Type:

List:

Payment Method:  (would be good if we could limit it to On-account but not necessary)

Fund Code:

Appeal:

Acknowledgement:

Review Only: (Y/N)

(Channel would come from the original entry)

Has anyone else realized the same thing and already,hopefully, has this report to share?

I have some data entries folks here that will be forever grateful if this does exist.   Thanks

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!