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Mass Application of On Account Funds to Specified Fund

Brian Parker (Past Member)
$organization

Hello Tessitura Network!

One of our consortium's member organizations is looking into overhauling their ticketing refund policy so that programs which have to be cancelled have the ticket amounts put On Account in Tessitura and are available to be directed by the patron within a set period of time or else the money is applied as a donation.

Thankfully, the standard utility for Performance Seat Release accomplishes the first part of the equation by taking the ticket amounts and putting them On Account; however, there doesn't seem to be a "matching" utility which could then be use to direct those On Account funds in bulk to a Fund. This is a key part of their work towards the policy, because they don't want to have to manually process hundreds or thousands of On Account funds to contributions in Tessitura for single events which get cancelled.

Does anyone have experience in working these On Account funds after an event is cancelled, specifically with an eye towards bulk applying remaining On Account funds to designated Funds?

Thank you,

Brian

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  • $organization

    Hi ,

    I know your response is from over 2 years ago about the service pack offering the option to disperse funds from on account to another payment method, including contribution. However, we're trying to do this same activity right now so I'm wondering if there's a way for this to work for us. The On Account Funds Disbursement Utility does not work in situation where the patron has used part of the on account funds. The utility will attempt to disburse the amount that was initially applied to on account (not the on account balance) and then you get an error that there are not enough funds. So if $100 is put on account on 1/1 and a patron uses $20 for a sale on 2/1 and you go to run the utility on 12/31 it will attempt transfer $100 to a donation account, instead of the $80 that is remaining on account.

    Is this how it's supposed to be or am I doing something wrong?

    Thanks!

    Abbe

Reply
  • $organization

    Hi ,

    I know your response is from over 2 years ago about the service pack offering the option to disperse funds from on account to another payment method, including contribution. However, we're trying to do this same activity right now so I'm wondering if there's a way for this to work for us. The On Account Funds Disbursement Utility does not work in situation where the patron has used part of the on account funds. The utility will attempt to disburse the amount that was initially applied to on account (not the on account balance) and then you get an error that there are not enough funds. So if $100 is put on account on 1/1 and a patron uses $20 for a sale on 2/1 and you go to run the utility on 12/31 it will attempt transfer $100 to a donation account, instead of the $80 that is remaining on account.

    Is this how it's supposed to be or am I doing something wrong?

    Thanks!

    Abbe

Children
  • $organization in reply to Abbe Karp

    Hi Abbe, 

    At the time, we were working on solving for a specific use case, and the choice to not allow partially spent on account money was made to keep the changes simple, and something we could get out quickly for the Covid-19 response user cases we were handling. 

    If you'd like to see some changes to the utility, you can make a request using the Ideas Board to suggest updates that you'd like to see. 

    Thanks, 

    Chris