NOT APPLYING PLEDGE CHECKED BOX IN BATCH

My assistant keeps applying gifts to pledges even after she says no to it.  The default check box on the commit screen keeps coming back even after she unchecks it.  My station doesn't do it, only hers.

BB says they don't have means to uncheck the box permanently.  Mine is always unchecked so I disagree.  He claims that it only happens when creating new batches.  I always create new batches and mine is unchecked so why isn't hers?

  • Guest
  • May 6 2016
Gifts
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  • Guest commented
    May 13, 2016 19:43

    Sorry, wrong link --

     

    ... of gifts, users may want the gifts to automatically be applied to a pledge as a payment. ... , on the Commit Options screen mark the 'Automatically apply gifts to pledges and recurring gifts'.
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  • Guest commented
    May 13, 2016 19:41

    There is an option when a batch is committed that is specific to each workstation that will automatically apply gifts to pledges. She should make sure that this is not check when she commits the batch. She can start committing a batch to see if it is checked and she can uncheck at that point, but unless she fully commits the batch then it will not save.

     

    ... : entering pledge payments, entering matching gift pledge payments, and paying a pledge for ... Note: To apply a payment to another constituent's pledge, click Load Pledges From and browse for ...
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