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Moving money

Brian Burke
$organization

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

Parents
  • $organization

    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!

     

    M. Jane Orosco

    Marketing Data Manager          

    510 Preston St. | Houston | TX 77002

    T: 713-546-0247

    F: 713-247-9228

    E: jorosco@hgo.org

    http://www.houstongrandopera.org/images/HGO-Logo.jpg

    Click here to view our website.

    Facebook - Houston Grand Opera Twitter - HouGrandOpera YouTube - HGOpera

    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.

    From: Lucie Spieler <bounce-luciespieler8144@tessituranetwork.com>
    Sent: 1/12/2016 4:53:49 PM

    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

    _____________________________________________

    Lucie Spieler
    IT Development and Training Manager


    cid:3514796335_30132570

    8390 NW 25th Street
    Miami, FL 33122

    Direct Line: 305.403.3291
    Switchboard: 305.854.1643 x 1521
    Box Office: 800.741.1010
    To Give a Gift: 305.403.3320
    www.FGO.org

    ________________________________________________
    2015-16 | 75th SEASON | THE BARBER OF SEVILLE | NORMA | THE PASSENGER | DON PASQUALE

     

    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




    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!




    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!

Reply
  • $organization

    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!

     

    M. Jane Orosco

    Marketing Data Manager          

    510 Preston St. | Houston | TX 77002

    T: 713-546-0247

    F: 713-247-9228

    E: jorosco@hgo.org

    http://www.houstongrandopera.org/images/HGO-Logo.jpg

    Click here to view our website.

    Facebook - Houston Grand Opera Twitter - HouGrandOpera YouTube - HGOpera

    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.

    From: Lucie Spieler <bounce-luciespieler8144@tessituranetwork.com>
    Sent: 1/12/2016 4:53:49 PM

    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

    _____________________________________________

    Lucie Spieler
    IT Development and Training Manager


    cid:3514796335_30132570

    8390 NW 25th Street
    Miami, FL 33122

    Direct Line: 305.403.3291
    Switchboard: 305.854.1643 x 1521
    Box Office: 800.741.1010
    To Give a Gift: 305.403.3320
    www.FGO.org

    ________________________________________________
    2015-16 | 75th SEASON | THE BARBER OF SEVILLE | NORMA | THE PASSENGER | DON PASQUALE

     

    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




    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!




    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!

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