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\uD83D\uDDD3 Date 13 Nov 2023
\uD83D\uDC65 Participants
📹 Recording https://uni-sydney.zoom.us/rec/share/LLPhWqUIlYwazOaAObrlEdX42dslSdXXizDiOU_hukq_Mxp7qssaGx4CVkn1-h1t.2UtYbO6RRv-hNRhZ?startTime=1699842664000
\uD83E\uDD45 Goals
\uD83D\uDDE3 Discussion topics Item
Notes
Ticket
1 wakil pledge
pledge amount 20m started but overtime reduced
pledge schedule changed overtime.
Balance due is correct
Original Amount Pledge is totally wrong
soft credit is what’s not correct, balance should match the original gift.
all write off in the system are us trying to modify the pledge, we have not done an actual write-off
clarified the original pledge amount and Priscila will be studying how to fix the data and give a write up.
2 Mackenzie Bequest
3 346405 Bequest
this gift’s got overpayment
Prior commitment on overpayment row is not ticked as
balance doesn’t go down as it usually does.
Priscila will be studying how to fix the data and give a write up.
we tested overpayment if it should have the prior commitment ticked?
when we did the conversion did we do all the voids?
4
5
6
7
✅ Action items
Priscila to give us a write up on Wakil foundation soft credit gift Priscila to give us a write up on bequest issues Yeng Sembrano when we did the conversion did we do all the voids?⤴ Decisions