2023-11-10 AQ Consultation Session 2

Date

Nov 10, 2023

	Item	Notes	Ticket

	Item	Notes	Ticket
1	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	https://sydneyuni.atlassian.net/browse/BI-420 https://sydneyuni.atlassian.net/browse/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.	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	https://sydneyuni.atlassian.net/browse/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	https://sydneyuni.atlassian.net/browse/TAPSS-93
5

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 Nov 24, 2023 as that is thanksgiving day, she is happy to have one on Nov 23, 2023