Fund Summary different from Pledge Summary
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Fund Summary different from Pledge Summary
I have contributor questioning a statement recently mailed to them. It is a full fund report for our fiscal year to date with only the pledge fund showing. The contributor gives online once a month and it is the same amount each time. The Fund summary is showing the correct amount for the contributions given (11 months), however in the pledge summary, the Actual amount is listed as being only 10 contributions. This is the first time that I have had this issue in over 3 years of using PC+.
Re: Fund Summary different from Pledge Summary
Were all those contributions registered against the pledge? Do all the dates fall within the pledge period? I suspect its one of those things.S_McEwen wrote:I have contributor questioning a statement recently mailed to them. It is a full fund report for our fiscal year to date with only the pledge fund showing. The contributor gives online once a month and it is the same amount each time. The Fund summary is showing the correct amount for the contributions given (11 months), however in the pledge summary, the Actual amount is listed as being only 10 contributions. This is the first time that I have had this issue in over 3 years of using PC+.
Neil Zampella
Using PC+ since 1999.
Using PC+ since 1999.
Re: Fund Summary different from Pledge Summary
All the contributions are registered against the pledge and are within the pledge period.
I'd send a screenshot if I could figure out how to.
I'd send a screenshot if I could figure out how to.
Re: Fund Summary different from Pledge Summary
Run a Pledge Statement for the contributor based on the period as shown on the Contributions Statement, and compare the two.S_McEwen wrote:All the contributions are registered against the pledge and are within the pledge period.
I'd send a screenshot if I could figure out how to.
Also, go into Contributions -> Pledges - Maintain Pledges, select the pledge in question, then click on the Pledge Detail verify all the data there, and see if there are any contributions assigned from a prior period, and if there's any pledge start balance.
Since no one else has pointed out any issues, I suspect that there may be a difference with just this contributor.
Neil Zampella
Using PC+ since 1999.
Using PC+ since 1999.
Re: Fund Summary different from Pledge Summary
Thank you Neil. It turned out that one of the contributions had not been applied to the pledge period when checking the pledge detail.
Re: Fund Summary different from Pledge Summary
I figured it was something like that.S_McEwen wrote:Thank you Neil. It turned out that one of the contributions had not been applied to the pledge period when checking the pledge detail.
Neil Zampella
Using PC+ since 1999.
Using PC+ since 1999.