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On-Account Fees Report

Amy Lehman (Past Member)
$organization

We assessed on-account fees at the beginning of the year for on-account credit that was 5 years or more on inactive accounts. What report do I run to see how much we assessed? We need to figure out how much to move over from one account to the other. Thanks!

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  • $organization
    I was a little confused to what your site means by “on-account”.   
     
    I think a standard report “On-Account Tracking” would be available in the Finance folder.
     
    When I was at the Met Opera we monitored customer on accounts. Usually from exchanges from high end donors or weather related credit  etc. (because there are no refunds)  Customers were given a year to use the credit or it would be taken as a donation.   To effect the donation a bulk auto batch was created where a list of customers of a particular on-account type could be moved in bulk to a contribution fund code and allow for acknowledgments.   Before I left I had suggested they this report – if they haven’t and it might help you might want to contact them.
     
  • $organization in reply to Leslie McKinley

    Thanks! So, when we made the transition to Tessitura 8 years ago, we had a lot of patrons who had on account credit that we carried over (from returns, etc). We ran a list in July of all those patrons and began assessing a penalty fee if they had not been here in the last 4 years. The penalty fee essentially wiped out a lot of their on account credits that they had since it was obvious they weren't returning. We notified them, waited, and when they did not return we assessed the fees in July. I just wanted to see if there is a report to show how much fees were assessed on the one day we took the fees from those accounts. We did it over the summer before our new season started. 

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  • $organization in reply to Leslie McKinley

    Thanks! So, when we made the transition to Tessitura 8 years ago, we had a lot of patrons who had on account credit that we carried over (from returns, etc). We ran a list in July of all those patrons and began assessing a penalty fee if they had not been here in the last 4 years. The penalty fee essentially wiped out a lot of their on account credits that they had since it was obvious they weren't returning. We notified them, waited, and when they did not return we assessed the fees in July. I just wanted to see if there is a report to show how much fees were assessed on the one day we took the fees from those accounts. We did it over the summer before our new season started. 

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