Attention: Confluence is not suitable for the storage of highly confidential data. Please ensure that any data classified as Highly Protected is stored using a more secure platform.
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
Additional New Gift when paying off a pledge
Add Transaction to Existing Gift
Pledge
Payment or Gift
Pledge Write off (Write Off Notation forced Entry)
full write off
Partial write off
Void (Void Notation and Description forced Entry)
void
void and add correction
Correction to Pledge Type, Campaign Appeal, Designation, Acknowledgement
Convert gift to pledge payment
Gift/Pledge Corrections
Pledge Changes
Amount, Due Date, Pledge Type, Campaign Appeal, Designation
Scenarios:
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 |
---|
Transfer from holding account |
Pledge Update |
Amount Incorrect |
Allocation account changed |
Donor Requested Designation Change |
Entry Error |
Allocation Code Incorrect |