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Ways we can modify Pledges

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If you have any questions, please refer to the University's data classification guide or contact ict.askcyber@sydney.edu.au

Ways we can modify Pledges

  1. Additional New Gift when paying off a pledge

  2. Add Transaction to Existing Gift

    1. Pledge

    2. Payment or Gift

  3. Pledge Write off (Write Off Notation forced Entry)

    1. full write off

    2. Partial write off

  4. Void (Void Notation and Description forced Entry)

    1. void

    2. void and add correction
      Correction to Pledge Type, Campaign Appeal, Designation, Acknowledgement

  5. Convert gift to pledge payment

  6. Gift/Pledge Corrections

    1. Pledge Changes

      1. Amount, Due Date, Pledge Type, Campaign Appeal, Designation

 

 

 

 

Scenarios:

Void Notations

count of records in prod as of 9/3

Void Notations

count of records in prod as of 9/3

Account Class Incorrect

18

Allocation account changed

343

Allocation Code Incorrect

45

Amount Incorrect

17

Chargeback

4

Cheque dishonoured

30

Duplicate Transaction

18

Entity Incorrect

40

Entry Error

10

Input Error

212

Pledge Update

290

Refund

72

Soft Credit Update

6

Transfer from holding account

2,483

Grand Total

3,588

 

Batch Correction

Void Notation

Void Notation

Transfer from holding account

Pledge Update

Amount Incorrect

Allocation account changed

Donor Requested Designation Change

Entry Error

Allocation Code Incorrect

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