bad data on monthly contribution statement

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NeilZ
Posts: 10533
Joined: Wed Oct 08, 2003 1:20 am
Location: Dexter NM
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Re: bad data on monthly contribution statement

Post by NeilZ »

SJDoner wrote:OK, we got it. I needed to go into "View Posted Contributions" to "Change Pledge" and select the "Do not apply this contribution to a pledge" option for all the pledges this year. With those contributions freed up from the pledge, then I could go back into "Maintain Pledges" to "Search for Contributions" and then reselect/reapply them all to the pledge. Now the figures match on the Contribution Statement.

Originally, when I saw contributions that had not been applied to a pledge during data entry (still not sure how/why), I had gone into "View Posted Contributions" to "Change Pledge" and deselected the "Do Not Apply this contribution to a pledge" option. I don't know why that doesn't accomplish the same goal, but I'll try to remember from now on to use the "Search for Contributions" utility instead.

Thanks for your patience and insight.
No problem. Sometimes during the process of troubleshooting a fellow user's problem here, I learn a few new things too. Glad to hear its all straightened out.
Neil Zampella

Using PC+ since 1999.

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