HOW TO Add Gifts received from YourCause into Tessitura
Objective
This article reviews the steps needed to input via YourCause into Tessitura
Table of Contents
1) Stuff to Know
2) Index Card
3) Step-by-Step
4) Close Batch
Stuff to Know
- Blackbaud gifts will be under "YourCause" in Tessitura
- If any of the images in this article are hard to see, you can enlarge them by right clicking on the image, select "copy image link", open a new tab, paste link into the address bar, and hit "Enter" on your keyboard
Index Card
1) Locate the checks that need to be recorded in the Accounting and Finance Sharepoint
2) Log into YourCause and pull up the payment history to locate the check that matches what finance has deposited
3) Open Tessitura Prod and start a new batch
4) Click on the "Owner" field and search for YourCause. Double click on the Constituent profile
5) Check if the Constituent to identify if the contributor has an existing plan either MP or AF
6) Select the Source and Channel for the gift donation. Use the source sheet to guide you
7) Change the Date to match the deposit date of the check provided by Accounting
8) Identify the Fund in the "Details" section and the rest of the fields will autofill but update any of the fields if changes are needed
9) Click on the Match/Credit tab and add the Soft Creditee by adding the amount of the check and the Creditee Type
10) Click through all of the tabs to review your work, if everything looks correct click on "OK" and save your changesa) If a Soft Creditee is added: navigate to the "Premium/Ack" tab and remove any of the Hard Creditee acknowledgements
11) Continue to add gifts that share the same batch date
12) Once all gifts have been added that match the date, close the batch
Step-by-Step
1) Navigate to the Accounting and Finance Sharepoint
2) Select the "Incoming Documents" folder
3) Then click on "Checks"
4) Find the file titled "The Blackbaud Giving Fund" with the corresponding date that you need to input
5) Open the file that should be a PDF with a letter of declaration and the check
6) Next, login into YourCause
a) You can find the login information in the "DonorInformationCoordinator - Online Login List sheetb) Contact your manager if you need access to this sheet
7) Once logged in, you'll arrive on the home screen for YourCause where you should the last payment
8) Select "Click here to see all payments..."
9) Now you'll see a list of all payments, identify which transaction matches the check that you're processing
10) Start by clicking on the arrow pointing left on the transaction line
11) This will open up more of the check's information to help ensure you're inputting the correct Soft Creditee into Tessitura
a) The HC (Hard Creditee) is YourCause
12) Review the "Type" column on this page and note the type of gift you're inputting such as employer matches, regular individual gifts, etc.
13) If you haven't already, log into Tessitura Prod using the Development User Group
14) Start a new Contribution Uncontrolled batch
15) You'll be navigated to the "Contribution Editor" tool
16) Click on the gray box next to the "Owner" field
17) Then search for YourCause account in Tessitura
18) Double click on the Constituent Profile
19) You'll be navigated back to the "Contribution Editor" screen
20) A new window titled "Payments" will pop-up
21) Type in the check total into the "Amount" box
22) Change "Payment Method" to "Check" using the dropdown box
23) Refer to the check PDF copy and type in the check number into the "Payments" box in Tessitura
a) Note: Include leading zeroes in the check number if present
24) Click "OK"
25) Next click on the gray box next to the "Source" field in Tessitura
26) Refer to the source sheet to identify the correct Source for the gift you are processing
a) If applicable, use the Constituent Search tool in Tessitura to identify if a Contributor has an existing plan to determine if a donation is Cultivated or Unsolicited
b) If a Constituent Profile does not appear while searching, create a new Constituent Profile to apply the Soft Credit
i) Use the information in YourCause to make the profile
27) Change the date to reflect the deposit date set by Accounting
28) Use the dropdown next to "Channel" and select the method in which the donation was received
29) Double check the information to ensure Source, Date, and Mail are all correct
30) Then click "New"
31) Next move onto the "Detail" section below
32) Use the source sheet to determine the correct fund
33) After selecting the fund, the bottom fields will auto-fill
34) Alter the Designation field if needed
35) Then click on the "Match/Credit" tab to add any Soft Creditees
36) Type in the total check amount into the "Amount To Be Credited" box
37) Click on "Add Creditee"
38) Search for the Constituent Household
39) Double click on the profile to apply it
40) Click on the dropdown under "Creditee Type"
41) Select the best type to apply to the gift
42) Next click on the "Premium/Ack" tab and double check the Acknowledgements
43) If a Soft Creditee was applied, delete the two Acknowledgements directed to the Hard Creditee
44) If applicable, click on the "Notes/In Kind" tab
45) Add any notes indicated by the donor either in the letter or the check memo
46) Select the "Custom Data" tab to add if the gift is anonymous, a gift match, or dedicated to someone
47) Click through all of the tabs one more time and carefully review your work
48) Then click "OK"
49) A new window will pop up asking if you're sure
50) Click "Yes"
51) Select "Done"
52) Then click "OK" to confirm
53) Continue adding gifts and contributions sharing the same date of the batch
54) Once finished, close your batch
Close Batch
1) Once all donations under the same date have been recorded; close the window overlay or navigate back to your batch screen and click "Close Batch"
2) Tessitura will return to the batch screen titled "Search By." Below checks the box next to "Closed Batches"
3) Click on the batch you need to close then click on the arrows pointing to the right to transfer the batch to the other box
4) Once the batch has moved over click on “Post to Ledger” at the bottom
5) A new window will pop up titled “Posting Details”
6) Important: Change the posting date to match the Deposit Date
7) If all the information looks accurate click on “Complete Posting”
You have reached the end of this article
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