Content Comparison

Consolidated Receipt for a non credit card recurring gift

• create a new pledge and link it to the RG with method ACH.

• previous one off gifts will remain valid with their respective receipts

• exclude it from RG processing - doesn't have a Payment Schedule

• fix our reports the process RG to exclude ACH

none yet

Soft Credit not matching the originating gifts when we do modifications (i.e. wakil foundation)

• Priscila is going to look into it.

• we want to align the soft credit with the pledge

payment against an account that soft credits another account applying payment to a pledge that has as soft credit pledge to the account making the payment.

• get pledge with soft credit pledge that's been modified

• issue, the Gift Pledge B balance did not reduce with the soft credit
  

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• advice from Priscila is that we raise this via zendesk

Incorrect pledge amount field (i.e. Estate of the late Jennie Eville Mackenzie)

• planned gift, we set up with one instalment

• we make changes, voiding and re-entering payments

• Pledge Amount is 29.4 which should only be 19M

  • Original Amount Pledge is off - not on page layout