Pledge payments posted to wrong pledge via batch

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Alison Hanna
Alison Hanna ✭
Tenth Anniversary Photogenic First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
Does anyone know the "cleanest" way to correct pledge payments that have been posted to the wrong pledge? The pledge that the payments are posting to should have been an adjusted pledge and the pledge payments that are posting are now showing cash with remainder instead of pay-cash. I want to try to avoid writing the current pledge off if I can. Thanks!



Alison
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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    My first suggestion would be to go to the payment and do a gift adjustment, adjusting amount to $0.  Make any notes needed.  Then re-enter the gift and apply it to correct pledge.  Make any notes needed like original batch # if entered by batch.  This process leaves a trail and with documentation as to what/why change was made.



    If gifts are "posted" you will most likely want to check the box to use date for GL reversal.

     
  • Alison Hanna
    Alison Hanna ✭
    Tenth Anniversary Photogenic First Reply

    I have 10 separate payments that were applied. Just to make sure I understand you correctly, go into each of the payments and adjust them to $0, correct? This will or will not add that amount back to the pledge, do you know? Does it matter? Also, you said if gifts are "posted", meaning GL post status = posted? I looked and they are all "Not Posted". Thanks.

     

     

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