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Adjusting a written off pledge

Sheila Kearney Miller
$organization
Cross Posted to Devo/Technical Heeellpp! A member of our devo team wrote off part of a pledge that really should have been an adjustment. Unfortunately, since write-offs can't be adjusted after-the-fact, now we are stuck. I know I have seen this problem come up for others before and I think someone had a back-end solution-- let me know if you do! Here are the particulars (with some dummy amounts): 1. pledge is entered ($10 due) 2. payment is received ($6 received) 3. pledge was written off ($4 written off) Now the pledge is un-adjustable, but we need to move a portion of the $6-- say $2-- into a different fund. Aaaaaaaahh. Obviously, going forward, better write-off protocols are the answer, but in the mean time-- what should I do? Thanks, Sheila
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  • $organization

    Shelia,

    I had this same question a couple of years ago, I don't know if this thread will help (you may have already seen it): http://www.tessituranetwork.com/Community/forums/t/11996.aspx

    I ended up leaving the write off alone, but you could do it through the back end.

    Melissa

  • $organization in reply to Melissa Scott

    Thanks, Melissa and Brian.

    Brian-- I wish it were that simple-- but writing it off locks it from any type of adjustment at all.

    Melissa-- thanks for the link! I did end up choosing the route of editing from the back end (in case it comes up for anyone else-- go directly into the database and set t_contribution.cancel to 'N' and pledge_status = 2 for that contribution, as described here http://www.tessituranetwork.com/Community/forums/t/10593.aspx). 

    Cheers,

    Sheila

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  • $organization in reply to Melissa Scott

    Thanks, Melissa and Brian.

    Brian-- I wish it were that simple-- but writing it off locks it from any type of adjustment at all.

    Melissa-- thanks for the link! I did end up choosing the route of editing from the back end (in case it comes up for anyone else-- go directly into the database and set t_contribution.cancel to 'N' and pledge_status = 2 for that contribution, as described here http://www.tessituranetwork.com/Community/forums/t/10593.aspx). 

    Cheers,

    Sheila

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