Add ability to globally update pledge installment schedules in a recurring annual batch

Pledges for employee giving (payroll deduction donations) roll over every year, so we need the ability to, within a yearly recurring batch, globally change the installment schedules to reflect the new year. With such a large number of employees, this batch to large to productively spend our time updating manually. Currently, these are the only options (according to BB): 1. Import the schedule 2. Manually adjust the schedule per transaction in batch 3. Recreate our batch with batch defaults set up for the new installment schedule

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  • Jan 6 2015
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