double checking pledge payments

Amanda Antony 2

A coworker has been double checking every single pledge reminder for cash payments that should have been applied to the pledge. I find it a ridiculous use of time and want to find a way to make RE work for her. How can I run a report or query or something to double check that cash gifts are properly applied to pledges? 


The problem occurs because when processing gifts from OLX, she has to manually apply gifts to pledges and sometimes it is missed. We need a better way to catch any missed payments that should have been applied. 

Aaron Rothberg

Hi Amanda-


My query below is a bit of a hack and certainly not all encompassing, but it would give you way to see if the constituent has any gifts with a pledge balance grater than zero as well as their Last Gift Date and Last Gift Type. If the Last Gift Date is after the pledge and the Last Gift Type is not some sort of Pay-Cash, that will highlight folks that need cash payments applied to their pledge. Of course, if the constituent makes a non-pledge related gift after the pledge this approach won't work nor will it catch the gift before the last gift that was also not applied to the pledge. Like I said, it's a hack and will not catch all of the errors, but it will give you an idea of folks that might need your attention.




Hmmm, that's a pretty small screenshot, but if you click on it you'll see a larger copy.

 

Amanda Antony 2

That's a good start. Thanks for the suggestion!

Austen Brown

I have a query similar to Aaron Rothberg‍'s.  I like queries that are set up to automatically remove resolved problems, so my query prevents constituent's whose last gift was a pledge payment from appearing in the results; I also include soft credits in the calculations.  It enables me to see when a gift is made (usually through OLX or an associated company/fund) that has not been applied to correctly the open pledge and the constituent's line will disappear once the connection is made.  See the image below for the criteria I use in the query...


Hope this helps!