We have some donors who have told us they've set ongoing payroll deductions, and we offer them the same membership benefits as if they'd given us their account information for our monthly giving program. However, every time a new installment is entered, Tessitura can automatically overwrite the hand-entered membership level and expiration date. One donor in particular is getting frustrated with us because they feel like our records are always wrong.
Finance would prefer ongoing payroll contributions not be entered as pledges, because they're non-bookable (it's already a pain for them to track the non-bookable monthly giver pledges that HAVE to be entered in order for the installments to be automatically charged by the pledge billing utility). If we rely on catching and fixing the membership changes in the data entry process, it can lead to human error since it's a small detail that usually pops up correctly automatically.
Has anyone figured out a way to set this up so your original hand-entered membership changes aren't constantly overridden, without setting up a pledge? Should we try making the case to Finance that it's worth entering these as pledges?
Thank you!!!
Shannon RhatiganMinnesota Zoo Foundation