Gift entry adjustment

You can always change the source code after the fact. Which would then should move it to the correct appeal. If you go to the donor’s record and double click into the contribution you can edit the source code from there.

Hope that helps!

Marta

About a month ago a pledge was entered for a board member using an incorrect appeal.  Now that the pledge payment has come in and we now know that the appeal used was a mistake, is there a way to change this in a gift entry adjustment or do we need to write-off the pledge and start over again?

Just to make matters more complicated, we entered the payment on the pledge before catching the mistake.  Thanks for any advice!

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You can always change the source code after the fact. Which would then should move it to the correct appeal. If you go to the donor’s record and double click into the contribution you can edit the source code from there.

Hope that helps!

Marta

About a month ago a pledge was entered for a board member using an incorrect appeal.  Now that the pledge payment has come in and we now know that the appeal used was a mistake, is there a way to change this in a gift entry adjustment or do we need to write-off the pledge and start over again?

Just to make matters more complicated, we entered the payment on the pledge before catching the mistake.  Thanks for any advice!

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!