| Item | Notes | Ticket |
|---|
| 1 | 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 |
| 2 | Soft Credit not matching the originating gifts when we do modifications (i.e. wakil foundation) | | | Jira Legacy |
|---|
| server | System JIRA |
|---|
| serverId | e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a |
|---|
| key | BI-420 |
|---|
|
| Jira Legacy |
|---|
| server | System JIRA |
|---|
| serverId | e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a |
|---|
| key | TAPSS-903 |
|---|
|
|
| 3 | 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. | | Drawio |
|---|
| mVer | 2 |
|---|
| zoom | 1 |
|---|
| simple | 0 |
|---|
| inComment | 0 |
|---|
| custContentId | 3053127072 |
|---|
| pageId | 3052996086 |
|---|
| lbox | 1 |
|---|
| diagramDisplayName | Pledge Soft Credit Payment.drawio |
|---|
| contentVer | 56 |
|---|
| revision | 56 |
|---|
| baseUrl | https://sydneyuni.atlassian.net/wiki |
|---|
| diagramName | Pledge Soft Credit Payment.drawio |
|---|
| pCenter | 0 |
|---|
| width | 967 |
|---|
| links | |
|---|
| tbstyle | |
|---|
| height | 530.5 |
|---|
|
issue is that the Gift Pledge B balance did not reduce with the soft credit. In the image below, the Balance should have been reduced.  advice from Priscila is that we raise this via zendesk
| |
| 4 | 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
| |
| 5 | | | |