Allow applying a gift to a pledge as a payment after the gift has posted

Currently we have to zero out existing gifts that did not apply to pledges as they should have and reenter the gift. This is not a good process from an internal controls view point, and it is time consuming for the administrator.

  • Guest
  • Feb 20 2014
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  • Guest commented
    December 14, 2020 15:14

    Is this still the current process? I swear I have applied gifts to pledges in the past and its not letting me do so now

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  • Guest commented
    March 18, 2016 00:05

    Download the Unpost Gifts Utility. You will need to create a gift query of the gifts you want to unpost. Ensure that every user except for the person running the query is fully logged out of Raiser's Edge (Exit & Sign Out), because otherwise it will not let you run the process. Attach your unpost gift query you have create and run it. It takes very little time (less than a few seconds if you don't have hundreds to unpost).

    This will not only unpost your gifts, it will unpost any adjustments as well.

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  • Hillary Murphy commented
    March 18, 2016 00:05

    It is very tedious and time consuming to delete the cash payment or adjust it to zero and then re-enter the gift and apply it to the pledge. You should be able to handle this in gift adjustments because it's a VERY common error. Once the gift is posted you cannot apply it to an existing pledge. You should be able to adjust the cash gift to a pledge payment and choose the pledge and let the adjustment handle the reversing entries and reposting entries. PLEASE consider this!!!!

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