Moving money

We have a payment method called “Money in Transit” that we use for this purpose. Only 3 people can use it. It leaves no trail in Tessitura—the money leaves one account, and then you use it in another account, and the money comes in. I have a monthly report scheduled to make sure that, over the past month, the balance for this payment method is $0. It goes to its own GL and is an Adjustment payment type.

I’d be happy to detail how it works, if you’re interested.

Lucie

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Lucie Spieler
IT Development and Training Manager

8390 NW 25th Street
Miami, FL 33122

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From: Tessitura Ticketing Forum [mailto:forums-ticketing@tessituranetwork.com] On Behalf Of Brian Burke
Sent: Tuesday, January 12, 2016 11:44 AM
To: Lucie Spieler <lspieler@fgo.org>
Subject: [Tessitura Ticketing Forum] Moving money

Hello -

We are wondering if there is a way to move money on account from one CID to another, but that "another" account is a completely different person.

The situation is a subscriber account has three tickets for a concert and the "third" person (a friend) owns that third ticket and made an exchange and a credit balance remains on the account.  Well the account it is on is the original buyer but belongs to the friend and the friend had said she wants to donate that balance.  So the friend should get the tax credit.  We print our letter manually but it doesn't accurately reflect in Tess.

I hope this makes sense.

Thank you!

Brian

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Yes we have a Payment Method called Transfer/Reapply and it has a GL that is not used elsewhere so this account always has a zero balance. When you post your batch you can make sure that it went out and in to another account on the Summary Report. We have the Operations User Group as the only ones that have access to this Payment Method.  Hope this helps.

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From: Tessitura Ticketing Forum [mailto:forums-ticketing@tessituranetwork.com] On Behalf Of Brian Burke
Sent: Tuesday, January 12, 2016 10:47 AM
To: M. Jane Orosco <jorosco@houstongrandopera.org>
Subject: [Tessitura Ticketing Forum] Moving money

Hello -

We are wondering if there is a way to move money on account from one CID to another, but that "another" account is a completely different person.

The situation is a subscriber account has three tickets for a concert and the "third" person (a friend) owns that third ticket and made an exchange and a credit balance remains on the account.  Well the account it is on is the original buyer but belongs to the friend and the friend had said she wants to donate that balance.  So the friend should get the tax credit.  We print our letter manually but it doesn't accurately reflect in Tess.

I hope this makes sense.

Thank you!

Brian

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

Brian I see you have the answer.  Make sure you add notes to both orders of where the money came from and where it went to.  It helps to have that quick reference. 

Lucie, would you mind sharing your report? I would like to see that.

Thanks!

This message is confidential. It may also be privileged or otherwise protected by work product immunity or other legal rules. If you have received it by mistake, please let us know by e-mail reply and delete it from your system; you may not copy this message or disclose its contents to anyone. The integrity and security of this message cannot be guaranteed on the Internet.

From: Tessitura Ticketing Forum [mailto:forums-ticketing@tessituranetwork.com] On Behalf Of Brian Burke
Sent: Tuesday, January 12, 2016 11:08 AM
To: M. Jane Orosco <jorosco@houstongrandopera.org>
Subject: RE: [Tessitura Ticketing Forum] Moving money

Thanks Lucie!  No need to send further detail but the idea is a nice one and makes perfect sense.

I’ve saved the sql that creates the report procedure (tracking all uses of a specific payment method for a date range) at:

http://www.tessituranetwork.com/Community/members/luciespieler8144/files/money_5F00_in_5F00_transit.sql.aspx

You’ll have to update the id of the payment method, and you might want to use display_name or sort_name from ft_constituent_display_name() instead of a computed name from t_customer.

Lucie