Editing Pledge End Dates

Is there any way to edit the end date of a pledge after the batch has been closed and it is posted to the constituent record? 

Parents
  • Yes, you open a new batch and make an adjustment to the dates.

    You will then close the batch with NO financial information. You can then post the batch back to the original pledge date, or on the date of your adjustments.

    I am sure to let my finance department know that the particular batch was an adjustment, and let them know if any payments then move from current to future/receivables.

    Thanks,

    Marie

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    Marie F. Kocher | Development Operations & Data Specialist

    Kansas City Ballet | Todd Bolender Center for Dance & Creativity

    500 W. Pershing Road, Kansas City, MO 64108

    816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

    www.kcballet.org

Reply
  • Yes, you open a new batch and make an adjustment to the dates.

    You will then close the batch with NO financial information. You can then post the batch back to the original pledge date, or on the date of your adjustments.

    I am sure to let my finance department know that the particular batch was an adjustment, and let them know if any payments then move from current to future/receivables.

    Thanks,

    Marie

    ---

    Marie F. Kocher | Development Operations & Data Specialist

    Kansas City Ballet | Todd Bolender Center for Dance & Creativity

    500 W. Pershing Road, Kansas City, MO 64108

    816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

    www.kcballet.org

Children
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