Hey guys,
We're hoping to change the dates on prior pledge payments (that have been posted) without having to adjust the payment out and re-entering it in a batch. The transaction date and posting date in our Fund Activity report will show just fine, however it will list the pledge date instead of the contribution date. We're hoping to get this solved for our reconciliation for the end of each month. Unless, there are ideas how to get this fixed in the report.
Thanks!
The only way i know to do this is to do a contribution/payment adjustment to reflect the dates you want. Because it is financial, you can't just go into a table in the background and change that type of information. It all has to have an audit trail. When I have had to do things like this in the past, I have coordinated with my Finance department and received their blessing to adjust however many payments that I need to move. 1) because they will show on the refunds report and 2) if finance needs to move them too, then we are both on the same page. I work it out with them to make all the changes on ONE Day, and ONE batch and its OWN posting. That way the adjustments can be isolated and then processed on their end. I hope that helps. Sorry its not a quicker process or answer.
Thanks Marie! That was my expectation, and the process we've used in the past. Appreciate the confirmation.