https://communitytest.tessitura.com/topical_groups/eu-finance-tug/A topical Tessitura Community for Tessitura members based in Europe interested in Finance. Updates, meeting announcements, and files will be shared in this space.en-USTelligent Community 12 Non-Productionhttps://communitytest.tessitura.com/topical_groups/eu-finance-tug/f/discussions/35617/credit-debit-card-reporting/92547Fri, 12 Apr 2024 10:51:00 GMTfd08b0f2-65fa-4b2b-916a-cce3e88b61d0:f19adcb2-5dbe-433f-b495-ff2ac384940aGill Tasker (she/her)Hi Chris thanks for posting! You might also want to cross-post to the Payments & Transactions community - hopefully you'll receive a response or two over there.https://communitytest.tessitura.com/topical_groups/eu-finance-tug/f/discussions/35617/credit-debit-card-reportingMon, 08 Apr 2024 14:31:00 GMTfd08b0f2-65fa-4b2b-916a-cce3e88b61d0:3f8e5dc3-7ed0-40d5-9411-24aceaef88b2Chris CampbellHello, folks! Can I ask how you separate out your card payments into credit and debit cards, if that's something you do? We pass on transaction processing fees to the promoters, and so we're rather dependent on understanding this figure carefully. At present, this is something we do using payment methods: but it looks as though Adyen / Tessitura Merchant Services will not be able to proceed in this way. All isn't lost: I think a custom report is straightforward enough, and I'm proceeding along those lines. I also think it's better that out Payment Methods will not be as cluttered by this level of detail as they are currently, which is good news! But before I start re-inventing the wheel, does anyone have any smart suggestions about how they manage this currently? Thank you in advance! C.// X.financereportingTessitura Merchant Servicescredit carddebit cardAdyenhttps://communitytest.tessitura.com/topical_groups/eu-finance-tug/f/discussions/35613/tessitura-webinar-first-look-and-q-a-direct-debit-extension-on-24th-aprilMon, 08 Apr 2024 11:04:00 GMTfd08b0f2-65fa-4b2b-916a-cce3e88b61d0:a0f2fc16-ad5e-4590-8ac4-078ce07baba1Gill Tasker (she/her)Hello everyone, I wanted to let you know that we have an upcoming Tessitura webinar on the new direct debit extension for UK members on Wednesday 24th April at 3pm. Details here: Are you interested in adding direct debit sign-up functionality to your TNEW site as part of your Version 16 upgrade? In this session for organisations in the UK, we will take an in-depth look at the direct debit extension's functionality. This will include the online sales path and how it integrates data into Tessitura. Bring your questions! We'll have ample time for Q&A. A panel of Tessitura leadership representatives are ready to discuss this extension and answer questions about direct debits and Tessitura functionality. Please note: this is the same session that some of you may have seen at TLCC Gateshead in March - you'd be very welcome to attend again! Register for the Zoom webinar here . We look forward to seeing you and/or your team attend.https://communitytest.tessitura.com/topical_groups/eu-finance-tug/f/discussions/35247/tlcc-gateshead-meet-upThu, 29 Feb 2024 17:50:00 GMTfd08b0f2-65fa-4b2b-916a-cce3e88b61d0:00ac734a-e254-47e1-8f64-f86130e807e2Laura ScottWe’re excited to be meeting as a group soon at TLCC Gateshead! Here’s some key information ahead of the conference: When: 2:30-3.15pm on Wednesday 6 th March What: A quick round of conversation-starters to connect attendees, followed by a full group discussion Gift Aid best practices Check out the conference app here to see full details of the session. Hope to see some of you there, regards Laurafinancetlcchttps://communitytest.tessitura.com/topical_groups/eu-finance-tug/f/discussions/35019/gift-aid---purchase-dates-attendance-datesWed, 31 Jan 2024 16:52:00 GMTfd08b0f2-65fa-4b2b-916a-cce3e88b61d0:a742a443-c257-45c1-8957-2540d293c47bDawn YatesHi I'll cross-post this with Fundraising How do others use the Performance Date on the Gift Aid report? Eg if you are running the report for transactions during July 2023, what would you put as the performance date, given people may be buying tickets some time in advance of their visit/performance? Tessitura have advised us to consider the potential refund situation, which would obviously make the gift aid claim on that ticket ineligible. As a daily admission venue, the majority of our tickets are on the day or close to the day of visit, but some people do buy 3 months or more in advance. Thoughts welcome! Many thanks Best wishes Dawnhttps://communitytest.tessitura.com/topical_groups/eu-finance-tug/f/discussions/34875/encrypted-telephone-payments-service/90591Tue, 16 Jan 2024 09:26:00 GMTfd08b0f2-65fa-4b2b-916a-cce3e88b61d0:357f5ea1-6990-4f07-a80b-0f1a799bc1cePaul ThompsonGood morning! Hi Kayla, yes, we use the 3rd party service from PCIPal (pcipal.com) and integrate it with Tessitura using our own Middleware, as Chris rightly says. Our friends at Royal Opera House, Science Museum Group, Royal Shakespeare Company and National Portrait Gallery have all take it and been experimenting with it too. PCIPal's service is global so our USA cousins are very welcome to make use of it too. I've been working with Chuck and the team to get the service integrated into Tessitura Merchant Services, but this is going very slowly their end - they clearly have other priorities in v16 right now. I'd be delighted to give you a demonstration and more detailed explanation sometime :-) Best wishes, Paul.https://communitytest.tessitura.com/topical_groups/eu-finance-tug/f/discussions/34875/encrypted-telephone-payments-service/90590Mon, 15 Jan 2024 16:32:00 GMTfd08b0f2-65fa-4b2b-916a-cce3e88b61d0:c0c404f4-e544-40b7-bc86-c09519169426Chris CampbellI shall set that up now! C.// X.https://communitytest.tessitura.com/topical_groups/eu-finance-tug/f/discussions/34875/encrypted-telephone-payments-service/90589Mon, 15 Jan 2024 16:10:00 GMTfd08b0f2-65fa-4b2b-916a-cce3e88b61d0:f3cb2989-bebf-4f0c-acc1-768ca54afa18Kayla Newton-WillemsHi Chris :) It may be useful as I'd like to find out what regions PCI Pal cover!https://communitytest.tessitura.com/topical_groups/eu-finance-tug/f/discussions/34875/encrypted-telephone-payments-service/90587Mon, 15 Jan 2024 10:49:00 GMTfd08b0f2-65fa-4b2b-916a-cce3e88b61d0:2a0985a5-1fc8-419f-9116-7d87b8fc3447Chris CampbellHey, Kayla Newton-Willems ! We use PCI Pal , and have developed some middleware we call TessPal to link Tessitura to it. There are a few other venues that now use the same system. I'd be happy to put you in contact with Paul Thompson to chat about it further, if you'd like? He's our Subject Matter Expert on this one! C.// X.https://communitytest.tessitura.com/topical_groups/eu-finance-tug/f/discussions/34875/encrypted-telephone-payments-serviceMon, 15 Jan 2024 10:38:00 GMTfd08b0f2-65fa-4b2b-916a-cce3e88b61d0:d7819c1c-4e1e-4c69-bcdb-bbbe9fe34d8eKayla Newton-WillemsHi all! Some of our North American members would like to know what telephone encryption services others in the EU are using. Preferably one that have the dial tone masking feature. Let me know if this doesn't make any sense!financehttps://communitytest.tessitura.com/topical_groups/eu-finance-tug/f/discussions/34868/professional-development-opportunity-could-you-co-lead-the-eu-finance-tessitura-communityFri, 12 Jan 2024 13:38:00 GMTfd08b0f2-65fa-4b2b-916a-cce3e88b61d0:600cfce1-e0d6-402a-88a5-57ce302b741bGill Tasker (she/her)Are you looking to develop professionally and personally, and deepen your connection with Tessitura – the technology, the members, and the wider arts and culture industry? In case you missed my previous post, we're seeking 1 member to volunteer as Community Chair and co-lead the EU Finance Tessitura Community. You’ll be surprised by the impact you can have on people’s lives, careers, and institutions! The Role Tessitura members come to community groups to expand their networks, share their expertise, and connect with peers around common interests. Community Chairs volunteer their time to build and lead these groups, and host meetups that bring members together to share best practices and build relationships. You'll: - develop and refine critical leadership skills - build valuable new networks - take back tangible ideas and learnings to your work - access training and professional development opportunities - be recognised for your contribution internally at Tessitura and in the wider community … and more! Each Community Group is led by 2-3 co-chairs - you'll join Laura Scott and Chris Campbell . Previous experience in group management or facilitation is not required. Tessitura provides initial onboarding, followed by on-going support and various resources. These include a dedicated Community Manager and invitations to events led by the community team, enabling you to connect with our other 140+ Community Chairs globally. Pictured above: Community Chairs at TLCC London Learn More Please visit our Get Involved page for more information about the Community Chair role. Have questions or want to learn more? Drop us an email at community@tessituranetwork.com . Apply Here Are you ready to co-chair the EU Finance Tessitura Community? Then please submit your interest . We review each interest form as they are received; a Community Manager will be in touch with you via email to set up the next steps.https://communitytest.tessitura.com/topical_groups/eu-finance-tug/f/discussions/34658/could-you-be-a-new-leader-for-the-eu-finance-tessitura-community-in-2024Thu, 07 Dec 2023 09:44:00 GMTfd08b0f2-65fa-4b2b-916a-cce3e88b61d0:c246237d-f85d-4b0d-b4fa-c1fa86694ee2Gill Tasker (she/her)Are you looking to develop professionally and personally, and deepen your connection with Tessitura – the technology, the members, and the wider arts and culture industry? We are seeking 1 member to volunteer as Community Chair and co-lead the EU Finance Tessitura Community in 2024 and beyond. You’ll be surprised by the impact you can have on people’s lives, careers, and institutions! The Role Tessitura members come to community groups to expand their networks, share their expertise, and connect with peers around common interests. Community Chairs volunteer their time to build and lead these groups, and host meetups that bring members together to share best practices and build relationships. You'll: - develop and refine critical leadership skills - build valuable new networks - take back tangible ideas and learnings to your work - access training and professional development opportunities - be recognised for your contribution internally at Tessitura and in the wider community … and more! Each Community Group is led by 2-3 co-chairs - you'll join Laura Scott and Chris Campbell . Previous experience in group management or facilitation is not required. Tessitura provides initial onboarding, followed by on-going support and various resources. These include a dedicated Community Manager and invitations to events led by the community team, enabling you to connect with our other 150+ Community Chairs globally. Pictured above: Community Chairs at TLCC London Learn More Please visit our Get Involved page for more information about the Community Chair role. Have questions or want to learn more? Drop us an email at community@tessituranetwork.com . Apply Here Are you ready to co-chair the EU Finance Tessitura Community? Then please submit your interest . We review each interest form as they are received; a Community Manager will be in touch with you via email to set up the next steps.https://communitytest.tessitura.com/topical_groups/eu-finance-tug/f/discussions/34640/stepping-down-as-eu-finance-co-chair-at-end-of-december/89930Wed, 06 Dec 2023 09:52:00 GMTfd08b0f2-65fa-4b2b-916a-cce3e88b61d0:d88dbc60-4b2c-4400-9618-0bfbabe28ea6Gill Tasker (she/her)Thanks for posting this update Ethan, and for all your fantastic work as co-chair with Chris and Laura. The Community Team wish you all the best for your pastures new! Tomorrow I will post some information about the co-chair role to the EU Finance group inviting expressions of interest for co-chairing in 2024. And huge thanks to Chris for kindly hosting Monday's meetup, and to everyone who attended.https://communitytest.tessitura.com/topical_groups/eu-finance-tug/f/discussions/34640/stepping-down-as-eu-finance-co-chair-at-end-of-decemberWed, 06 Dec 2023 09:37:00 GMTfd08b0f2-65fa-4b2b-916a-cce3e88b61d0:b6b3240a-7c51-45ee-833e-b0050bf79b3dEthan LumbFirstly, a big thank you to all those who attended the EU Finance meeting on Monday at the Mayflower Theatre in Southampton, and thank you to Chris for hosting us. Secondly, a BIG thank you to all in the group who I have had the chance to support, advise, meet and communicate with over the past 14 months or so. I am hanging up my hat as a co-chair for this group alongside Chris and Laura, as I'm leaving for pastures new in the new year for a new position at the University of Bristol. I hope you have all gained and learnt from this group as much as we have. But I think we still have work ahead with getting Finance teams involved in Tessitura on a wider scale. I wish you all the best for the future. And thank you for making me welcome as a co-chair of this group. I'll still be around for the next couple of weeks to respond to questions. Kind regards, EthanCommunityhttps://communitytest.tessitura.com/topical_groups/eu-finance-tug/c/e/1404Mon, 04 Dec 2023 14:00:00 GMTfd08b0f2-65fa-4b2b-916a-cce3e88b61d0:54fd377e-7621-44f0-88a8-3419af4c24f5Chris CampbellOur December meet-up will be at Mayflower Theatre in Southampton on 4th December at 2pm. Just five minutes’ walk from Southampton Central train station, you can expect animated discussion on all things Finance, updates on the latest Tessitura functionality and probably some festive snacks, too. We also now have a few discussion topics. 1. Gift Aid a) set up things to consider and best practices b) declaration storage and retentions c) membership schemes and a possible change to the ability to claim 2. Merchant services reconciliations, a follow up for any questions from the TMS presentation at the last meeting and any other issues the group is having with WC or TMS. 3. Direct Debits v Continuous card payments Do you have a topic you’d like to see covered? Pop it in the comments below… We’ll be meeting for lunch at 1pm at the Mayflower Village beforehand, if you’d like to join us too. We hope to see you there! Festive greetings from Laura, Ethan and Chris xxxfinancemeetupin-personeventhttps://communitytest.tessitura.com/topical_groups/eu-finance-tug/f/discussions/34480/microsoft-dynamics-and-other-finance-systems/89675Mon, 20 Nov 2023 16:12:00 GMTfd08b0f2-65fa-4b2b-916a-cce3e88b61d0:9fe64eea-df91-4ec9-9016-db54104f930dGill Tasker (she/her)Hi Dara thanks for your question! It could be beneficial to cross-post to the global Payments & Transactions group here ? Hopefully you'll receive a response over there. - Gill Tasker, Community Managerhttps://communitytest.tessitura.com/topical_groups/eu-finance-tug/f/discussions/34495/deadline-this-thursday-apply-for-diversity-or-emerging-leader-scholarships-for-tlcc-gatesheadTue, 14 Nov 2023 15:26:00 GMTfd08b0f2-65fa-4b2b-916a-cce3e88b61d0:8aac2fc8-d954-4ef6-bd41-101d2c971d81Gill Tasker (she/her)Hello all! Our scholarship application period for TLCC Gateshead (5-6 March 2024) closes this Thursday 16th. Please help us spread word and pass this on to any members of your team who may be interested. We have five scholarships available: x3 Diversity x2 Emerging Leader Scholarships will cover the full conference registration fee, but awardees will be responsible for their own travel expenses and lodging. Applications coupled with letters of recommendation are due by COB Thursday 16th November - more details regarding eligibility and online application links can be found on our website here . If you have any questions please email scholarships@tessituranetwork.com or direct them to me personally. Many thanks - we look forward to receiving your applications!https://communitytest.tessitura.com/topical_groups/eu-finance-tug/f/discussions/34480/microsoft-dynamics-and-other-finance-systemsTue, 14 Nov 2023 11:31:00 GMTfd08b0f2-65fa-4b2b-916a-cce3e88b61d0:78deff11-ae81-4767-bc80-759c4f3e49c2Dara HoganHi All, Hope you are all keeping well. Do any of you use Microsoft Dynamics 365 as a finance system? If so do you have any feedback on pros and cons, and would you be willing to do a call with our Finance team here? If you guys have any other suggestions on Finance systems you are happy with, feel free to chime in with those too please. Many thanks, DaraMicrosoftFiance Systemdynamicshttps://communitytest.tessitura.com/topical_groups/eu-finance-tug/f/discussions/34277/gift-aid-declarations-storage/89114Tue, 24 Oct 2023 10:50:00 GMTfd08b0f2-65fa-4b2b-916a-cce3e88b61d0:060ccaf7-1528-4c24-8d96-fb543a5993b1Karen McCarthyHello We do have the physical scans of the paper declarations stored on a seperate secure drive. On Tessitura we just have the declaration line in the transaction tab with the details and contact method written to show that there is a stored document existing. We find that the information in Tessitura is sufficient for most users and only those staff involved in the auditing and claiming process need access to the drive with the stored documents. The only issue this system causes us that we haven't found a resolution to yet is data retention and how to identify where we no longer need to store the documents when sufficient time has passed after they have died or cancencelled the declaration and it has been more than seven years since our last claim. Hope that helps! Karenhttps://communitytest.tessitura.com/topical_groups/eu-finance-tug/f/discussions/34277/gift-aid-declarations-storage/89099Mon, 23 Oct 2023 15:00:00 GMTfd08b0f2-65fa-4b2b-916a-cce3e88b61d0:f83d3278-1a39-4f72-b18c-70ee031d6910Chris CampbellHi, Anna Maria - happy Monday to you too! In previous organisations, I’ve always held digital copies of physical documents stored on Tessitura using the documents section on the consitituent record, and that’s never been too much of an issue. We even had an HMRC audit during my time there and they didn’t bat an eyelid at it… Mostly this is beomcing a non-issue as declarations made online are also acceptable, but I’d still use that documents screen as the place to store anything relevant like that. I wonder if Karen McCarthy might have any wisdom or insight here? This is an area of expertise for her, I’m sure! C.// X.