Page 1 of 1

Posted Contributions not on Maintain Pledges/Pledge Detail

Posted: Mon Jul 21, 2008 11:11 pm
by hig
Three of the contributions entered and posted today show up in the Contributions/Funds Report totals and Income & Expense/Pledge Income Received totals. They do not, however, show up in the Pledged to Actual report, nor do they show on the contributors' Maintain Pledges/Pledge Detail records.

All other contributions entered and posted during the same session are accounted for in all reports. Envelope numbers, Fund numbers, and amounts entered are correct.

Contributions/Funds Report and Income & Expense/Pledge Income Received totals agree. Pledged to Actual is $300 short, the total of the three contributions that didn't register there.

I have installed the 07/07/2008 Maintenance Release.
Does anyone have any suggestions?

Posted: Tue Jul 22, 2008 9:29 am
by Zorak
Go to Contributions > Search For Contributions Not Applied To A Pledge.

This will search through all posted contributions and compare them to the pledges and match them up.

If this search does not find the contributions you are looking for, take a look at the pledge that was entered. Does it match the Contribution Fund and Date Range of the contribution that was posted?

Contribution problems

Posted: Fri Oct 10, 2008 1:59 pm
by ColumbineUU
We are having a similar problem and need help please. In checking our unposted contributions reports, 4 postings dated 07/01/08 are showing up. They are also showing in the posted contributions report, however, they are NOT showing up on the pledged to actual comparison. We have tried going into pledge maintenance and searching for contributions as well as reversing the posting and re-entering the amount dated 07/02/08. After doing this, the contribution showed up on the individual pledge statement, but still not on the pledged to actual comparison. Nothing seems to be working and we are out of ideas. We have double-checked the envelope and fund numbers as well as dating and they are all correct. Could you please give any suggestions you have for fixing this problem?

Re: Contribution problems

Posted: Tue Oct 14, 2008 2:37 pm
by NeilZ
ColumbineUU wrote:We are having a similar problem and need help please. In checking our unposted contributions reports, 4 postings dated 07/01/08 are showing up. They are also showing in the posted contributions report, however, they are NOT showing up on the pledged to actual comparison. We have tried going into pledge maintenance and searching for contributions as well as reversing the posting and re-entering the amount dated 07/02/08. After doing this, the contribution showed up on the individual pledge statement, but still not on the pledged to actual comparison. Nothing seems to be working and we are out of ideas. We have double-checked the envelope and fund numbers as well as dating and they are all correct. Could you please give any suggestions you have for fixing this problem?
Did you do the step as outlined above ??

Posted: Tue Oct 14, 2008 3:57 pm
by ColumbineUU
Yes, we tried all of the ideas given to the previous poster and more...still no luck.

Posted: Tue Oct 14, 2008 11:48 pm
by NeilZ
ColumbineUU wrote:Yes, we tried all of the ideas given to the previous poster and more...still no luck.
You've posted the contribution also.

I'd check a few things:

1. Make sure the contribution was to the correct fund.
2. Make sure the pledge is setup to cover the date and the fund.