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Avoiding Double Entry of Payments

Rosemary Carrick
$organization

I'm wondering if anyone out there can help me with this problem: currently when I process a payment that includes a tax - deductable component (eg for a fundraising event) I am processing the full amount but putting the tax-deductable component "on - account", then after I finish the contribution, I have to re-open the contribution window for that constituent and process the "on-account" payment. This seems like an awful lot of double handling, and I was wondering if anyone had devised a more efficient method?

Many thanks

RC

Parents
  • $organization

    Rosemary,

    If I'm understanding you correctly, you are posting one payment to two separate funds - a contributed and a non-deductible.  We do this for our events as well.

    There is no need to put the non-ded on account, you can easily split one payment into two separate gifts.

    Enter the payment info and click ok, select the source, solicitor, channel then click new, select the fund/camp/desig and adjust the amount of the payment.  When you are done click ok.

    For the second gift, click new again then select your fund/camp/desig then click ok and done.

    I'm sure there is something on this in the contribution entry documentation as well.

    Dale

Reply
  • $organization

    Rosemary,

    If I'm understanding you correctly, you are posting one payment to two separate funds - a contributed and a non-deductible.  We do this for our events as well.

    There is no need to put the non-ded on account, you can easily split one payment into two separate gifts.

    Enter the payment info and click ok, select the source, solicitor, channel then click new, select the fund/camp/desig and adjust the amount of the payment.  When you are done click ok.

    For the second gift, click new again then select your fund/camp/desig then click ok and done.

    I'm sure there is something on this in the contribution entry documentation as well.

    Dale

Children
  • $organization in reply to Dale Aucoin

    Thanks Dale, I really appreciate the advice. You will save me much time and frustration!

     

    Musica Viva

    Rosemary Carrick
    Executive Office Assistant

    Musica Viva Australia
    120 Chalmers Street
    Surry Hills NSW 2010

    t:   +61 2 8394 6616
    e:   rcarrick@mva.org.au

    t:   +61 2 8394 6666
    f:   +61 2 9698 3878
    w:  musicaviva.com.au

     



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    From: Tessitura Town Hall [mailto:forums-town-hall@tessituranetwork.com] On Behalf Of Dale Aucoin
    Sent: Tuesday, 2 February 2010 4:13 AM
    To: Rosemary Carrick
    Subject: Re: [Tessitura Town Hall] Avoiding Double Entry of Payments

     

    Rosemary,

    If I'm understanding you correctly, you are posting one payment to two separate funds - a contributed and a non-deductible.  We do this for our events as well.

    There is no need to put the non-ded on account, you can easily split one payment into two separate gifts.

    Enter the payment info and click ok, select the source, solicitor, channel then click new, select the fund/camp/desig and adjust the amount of the payment.  When you are done click ok.

    For the second gift, click new again then select your fund/camp/desig then click ok and done.

    I'm sure there is something on this in the contribution entry documentation as well.

    Dale

    From: Rosemary Carrick <bounce-rosemarycarrick6960@tessituranetwork.com>
    Sent: 1/31/2010 6:52:12 PM

    I'm wondering if anyone out there can help me with this problem: currently when I process a payment that includes a tax - deductable component (eg for a fundraising event) I am processing the full amount but putting the tax-deductable component "on - account", then after I finish the contribution, I have to re-open the contribution window for that constituent and process the "on-account" payment. This seems like an awful lot of double handling, and I was wondering if anyone had devised a more efficient method?

    Many thanks

    RC




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