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Reposting gifts via web/ticket order

Leslie McKinley
$organization

We just went through a series of incorrect set up for donations added to a ticket order via the web.   The donation was either posted to the wrong fund or on-account.

When the posting were corrected, the contribution did not display on the Contribution screen.  When displayed on reports for the fund code only the name and ID are displayed not the contribution amount.

I thought this was a matter of security set up but am being told that it can't be displayed because the transactions have been posted.  It seems a posting to correct the item could still be done.

Any assistance in guiding our folks here would be appreciated.

 

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  • $organization

    Brian

     

    Thanks but all of that has been done when the gifts were reposted.  I really think this may be security.

     

    From: Brian Parker [mailto:bounce-brianparker6265@tessituranetwork.com]
    Sent: Tuesday, December 13, 2016 10:37 AM
    To: McKinley, Leslie <LMcKinley@nycitycenter.org>
    Subject: Re: [Tessitura Technical Forum] Reposting gifts via web/ticket order

     

    Leslie,

    Ah yes; the consternation of reconciling donations which are processed like ticket orders through the web.

    I'm not sure exactly what process you've been using to process these corrections, but here's my process to make these adjustments:

     

    1. Open a new Batch.
    2. Go into Ticket Orders.
    3. Find the Constituent and the corresponding Order that needs to be tweaked.
    4. Go to the Contributions tab and zero out the contribution amount.
    5. Click the "money bag" icon at the top of the screen and put the amount On Account.
    6. Go into Contributions.
    7. Process the On Account money as a new contribution to the appropriate Fund.

     

    The result for this is that on our Contributions tab for the constituent record, there'll be one line item for the originally processed donation (with a zero value) and then a different line for the corrected contribution we added through On Account funds.

    Not sure if any of this is helpful, but hoping it is.

    Thank you,

    Brian

    From: Leslie McKinley <bounce-lesliemckinley4321@tessituranetwork.com>
    Sent: 12/13/2016 10:12:01 AM

    We just went through a series of incorrect set up for donations added to a ticket order via the web.   The donation was either posted to the wrong fund or on-account.

    When the posting were corrected, the contribution did not display on the Contribution screen.  When displayed on reports for the fund code only the name and ID are displayed not the contribution amount.

    I thought this was a matter of security set up but am being told that it can't be displayed because the transactions have been posted.  It seems a posting to correct the item could still be done.

    Any assistance in guiding our folks here would be appreciated.

     




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical 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!

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  • $organization

    Brian

     

    Thanks but all of that has been done when the gifts were reposted.  I really think this may be security.

     

    From: Brian Parker [mailto:bounce-brianparker6265@tessituranetwork.com]
    Sent: Tuesday, December 13, 2016 10:37 AM
    To: McKinley, Leslie <LMcKinley@nycitycenter.org>
    Subject: Re: [Tessitura Technical Forum] Reposting gifts via web/ticket order

     

    Leslie,

    Ah yes; the consternation of reconciling donations which are processed like ticket orders through the web.

    I'm not sure exactly what process you've been using to process these corrections, but here's my process to make these adjustments:

     

    1. Open a new Batch.
    2. Go into Ticket Orders.
    3. Find the Constituent and the corresponding Order that needs to be tweaked.
    4. Go to the Contributions tab and zero out the contribution amount.
    5. Click the "money bag" icon at the top of the screen and put the amount On Account.
    6. Go into Contributions.
    7. Process the On Account money as a new contribution to the appropriate Fund.

     

    The result for this is that on our Contributions tab for the constituent record, there'll be one line item for the originally processed donation (with a zero value) and then a different line for the corrected contribution we added through On Account funds.

    Not sure if any of this is helpful, but hoping it is.

    Thank you,

    Brian

    From: Leslie McKinley <bounce-lesliemckinley4321@tessituranetwork.com>
    Sent: 12/13/2016 10:12:01 AM

    We just went through a series of incorrect set up for donations added to a ticket order via the web.   The donation was either posted to the wrong fund or on-account.

    When the posting were corrected, the contribution did not display on the Contribution screen.  When displayed on reports for the fund code only the name and ID are displayed not the contribution amount.

    I thought this was a matter of security set up but am being told that it can't be displayed because the transactions have been posted.  It seems a posting to correct the item could still be done.

    Any assistance in guiding our folks here would be appreciated.

     




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical 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!

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