Hi everyone! Something I am trying to figure out on our end is how to reconcile individuals purchasing sponsorships and contributions via TNEW web/online contribution pages on behalf of their companies. In exploring and troubleshooting how we make sure these transactions live in the right constituent record, I discovered that ALL of our contributions made via the web are being processed within a ticketing batch type (not the manual contribution batch type). This makes it very hard to reallocate donations processed via the web. I've also learned that this is one of the normal "headaches" that comes with using Tessitura/TNEW.
I'm still a bit new to using the full scope of Tessitura/TNEW, so I wanted to put this to the wider Development community. What would you all say (or have seen) is best practice in this area? How do you all manage this at your organizations? I have a list of options from utilizing on-account funds to just not offering online sponsorship payments--all of which would pose a different challenge for our donors, Finance department, staff, and/or our data integrity/cleanliness.
Right now our volume on these gifts is low enough that I have visibility on the wonky ones, but if/when the volume picks up they will be harder to spot. Before this happens, I'd love to know what more experienced users are doing to mitigate this.
THANK YOU ALL!!! :)
Hi Elena,
If the new record created is a dupe record - we merge that record into the previously existing one.
For instances when monies need to be moved between accounts we use a "Correction-Transfer" Payment method that is set up as an "Other" payment type category (documentation here). This payment method effectively works as an on account bucket that is accessible to use with any patron record, rather than the same patron record as an "On Account" categorized payment method. We'll adjust the gift from the incorrect patron record's ticket, or contribution, order using the "Correction" Payment method, then pull that money onto the correct account by moving it to a different on account bucket to be processed by our gift entry manager.
Hope that helps - good luck!