Allow Installment Schedule to be Globally Changed after Pay-Cash Installments have occurred

Currently, if we want to change the date on which pledge or recurring gifts are being processed after the installments have already begun (for example, changing from the first Monday of the month to the first day of the month), we need to manually open and change the schedule for each individual pledge. There should be a way to globally change this.


The export work-around only works if there are not yet any pay-cash gifts applied to the pledge/recurring gift, but does not allow us any flexibility if we want to change our schedule once those gifts have begun. With staffing changes taking place, we need the ability to make changes in our schedules

  • Nicole Adams Blume
  • Jul 13 2021
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