Hi everyone -
I am using the Cancellation Impact Dashboard as a starting point to hopefully be able to figure this out.
Is there a way to show where the money from a return shows up after it's been moved around a few times? For example, for our cancelled spring shows, I used the event cancellation utility to return all money to an On-Account payment method, and then used the On-Account Disbursement Utility to move those monies to gift certificates in bulk.
SO, in Analytics, the On-Account widget is inflated because it is looking at a transaction type of Ticket Refund, which is what the money originally did. However, it was moved out of On-Account into Gift Certificates, and then potentially refunded or used or donated. I tried using the Zero Adjustment transaction type, but that just shows a 0 dollar value.
Long story short, is there anyway in Analytics to track money as it moves, so that we have a more accurate idea of what is being done?
Thanks!
We're being stung by this same issue - while we can create special on-account methods for "GC Refunds" vs "CC Refunds" it still doesn't give the full picture our accounting team needs when reconciling specific payment methods or credit card types in and out of a precise show.