Gift entry adjustment

You don’t mention if you have crossed fiscal years but generally you can just reverse the pledge as adjustment and reenter – in this case as a gift.   It is also possible to just edit the Source code – but you need to check with how you report things (transactional reporting will not reflect this edit but screen display etc will adjust)

If you have cross over fiscal years you should check with you Financial folks but you can reenter and change the contribution to past date. 

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 don’t mention if you have crossed fiscal years but generally you can just reverse the pledge as adjustment and reenter – in this case as a gift.   It is also possible to just edit the Source code – but you need to check with how you report things (transactional reporting will not reflect this edit but screen display etc will adjust)

If you have cross over fiscal years you should check with you Financial folks but you can reenter and change the contribution to past date. 

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!