User Support Forum

Neil, We are using the system differently. We create a new fund each year so we have an ongoing record of pledge vs. acutuals year after year. So for 2008 pledges, we created a fund 208 and the pledge period is 12/1/08-12/31/08. For 2009 pledges, we created a fund 209 for 1/1/09-12/31/09. We have be...

Thanks Neil, We are using this to track actuals against a pledge year. I can filter out what was paid for tax purposes because I can select date ranges. I actually figured it out. When you enter a contribution for a year that's different than the current year, you have to click on the view pledges m...

Here is another thing I found. When I view the posted transactions of a particular parishioner, in the pledge column, sometimes the word "Pledge" shows up, and sometimes it doesn't. I am applying all of these contributions against a pledge, so shouldn't Pledge always be showing?

First, we do not use fund account, just pledges and contributions. I'm running version 10.4. I have a problem where things are not showing correctly on the statement. Example: We have a fund 208, which is for 2008 contributions. The pledge record is yearly from 1/1/08-12/31/08. If someone pays late,...