2023-11-10 AQ Consultation Session 4

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

BI-420 - Getting issue details... STATUS

TAPSS-903 - Getting issue details... STATUS

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.

• 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

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