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!
I think other people are making this much more complex than it needs to be. If you go into the pledge on the Contribution tab in the donor's account and change the source on that a different source, the Appeal will be changed to match the new source. There's no need to do an adjustment.
You can do this without needing to do an adjustment whether the pledge payment has been entered or not.
We do these type of fixes all the time--no need to create a new batch or do anything beyond entering and correcting the Contribution.
It totally works to just change the source, but that won't change the source and appeal on the original transaction. So I'm pretty sure, but may be wrong, the reasoning behind adjusting it out is to cancel out the transactions with the "bad" source/appeal. As Leslie mentioned, depending on how you report on it, you could still see the original source and appeal if the report you're looking at is referencing the transaction vs the pledge/gift/etc.