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)
Priscila is going to look into it.
we want to align the soft credit with the pledge
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
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2
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Pledge Soft Credit Payment.drawio
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https://sydneyuni.atlassian.net/wiki
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Pledge Soft Credit Payment.drawio
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530.5
issue is that the Gift Pledge Balance of B was not reduce by the soft credit. In the image below, the Balance should have been reduced to 83k.
advice from Priscila is that we raise this via zendesk
Jira Legacy
server
System JIRA
serverId
e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a
key
TAPSS-93
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
Original Amount Pledge is off - not on page layout
Jira Legacy
server
System JIRA
serverId
e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a
key
TAPSS-93
5
✅ Action items
USYD surface the "Payment Number" on gift/pledge related list view
USDY to raise zendesk ticket for #3 issue with the balance due not appearing correct
Priscila is not available on as that is thanksgiving day, she is happy to have one on
