Use the New Pledge window to add pledges from a:
Note: The Modify Pledge window is almost identical to the New Pledge window.
New Pledge window key fields and buttons
Fields
Field |
Description |
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Name |
Defaults to the name of the donor. The name can differ from the donor's name. For example, a company donating on behalf of a parent. |
Date |
Date that the pledge was made. Defaults to today's date. |
Appeal |
Appeal that the pledge is being made in response to. Note: You can add new appeals directly to the lookup table. Right click on the Appeal field and select Add New Lookup Table Entry - luAppeal. |
Fund |
Fund used to determine where the pledge is to be directed to when payment is received. See What is a fund? |
Amount |
Amount pledged by the donor. Tip: To write off a pledge that has not been honoured, set the amount to zero (0) but retain the amount in the Original Amount field. |
Method |
Method of payment to be used. |
Already Received |
Amount already received against the pledge. Note: Applies if you are modifying an existing pledge. |
Original Amount |
Historical information about the original amount of the pledge. Note: This field is automatically populated when you change the pledge amount and select Yes in the dialog window. |
Anonymous Pledge |
Select this flag if the donor does not want to be listed on reports or in publications, such your magazine. |
Joint Pledge |
Whether the pledge is made jointly or not. Either:
Both names are listed in all reports, unless an anonymous receipt is specified. |
Recognition |
Clear the flag if the donor does not want to be recognised as a donor and listed on reports or in publications. Note: If a donor wants to be anonymous but recognised, their name is listed on reports as * anonymous *. You can determine if the donor will receive some form of recognition, anonymous or not. |
Frequency |
Frequency of instalments. Note: Only applies if instalments are used to fulfil the pledge. Either, choose:
|
Instalments |
Number of instalments that the pledge is fulfilled in. Note: Only applies if instalments are used to fulfil the pledge. |
Next Amount |
Amount of the next instalment, calculated based on the number of instalments and the pledge amount. This can be varied if required. Note: Only applies if instalments are used to fulfil the pledge. |
Next Date |
Date the next instalment is scheduled for. Note: Only applies if instalments are used to fulfil the pledge. |
Comment |
Comment about the pledge. |
Posting Number |
If donor receipts are integrated with the Finance Cash Receipts program, this is the posting number that the donor receipts were entered into. See Entering cash receipts in the Debtors manual. |
Receipt Number |
Receipt number issued. If the donor receipts are integrated with the Finance Cash Receipts program, this is the receipt number of the donor receipts. See Entering cash receipts in the Debtors manual. |
G/L Journal Seq |
If donor receipts are integrated with the Finance Cash Receipts program, this is the general ledger journal sequence number used. |
Buttons
Button |
Description |
---|---|
Locate the community member that is jointly making the pledge. Tip: First select the Other radio button. Also, before clicking
Based on the value in the Find field, either, the:
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Last modified: 23/09/2014 3:20:51 PM
See Also |
© 2016 Synergetic Management Systems. Published 16 September 2016.