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Globally write off pledges

Last post 11-12-2009 7:55 AM by Laurel Quaintance. 3 replies.
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  • 11-11-2009 11:10 AM

    Globally write off pledges

    Is there a way to globally write off pledges on a date prior to the date I am writing off the pledges? Example: I want to write off pledges through 10/31/09 on 11/15/09 and I want the system to think the write off was done on 10/31/09. Purpose: to pull future reports as of 10/31/09 that reflect the write offs done after 10/31/09.

    Thank you,

    Carol

    Filed under: ,
  • 11-11-2009 3:36 PM In reply to

    Re: Globally write off pledges

    Create a gift query as part of the process and use Global change to change the gift date

    Laurel Quaintance
    Manager, Fund Development Services
    Filed under:
  • 11-11-2009 4:55 PM In reply to

    Re: Globally write off pledges

    Laurel Quaintance:

    Create a gift query as part of the process and use Global change to change the gift date

    Laurel,

     I think I was logged out (due to time) before I sent this earlier. I apologize if this is a dup.

    Let me clarify. Forgive my ignorance (new at this).1. Write query to capture all funds I want written off2. Globally write off pledges to include selected records (query)3. Use same query to globally change records date of write off from 11/15/09 to 10/31/094. What criteria in the globally change records do I select to achieve this?5. Or do I change the criteria in the original query? What criteria do I select?

    Thank you in advance Laurel.

     Carol

    Filed under:
  • 11-12-2009 7:55 AM In reply to

    Re: Globally write off pledges

    The global write off process has a checkbox that says 'create query of gifts written off'  Check this box when you run the process to write off the gifts. It will prompt you to name the query - name it something like 'write offs to change date to xxxxxx. Then go to the global change process (admin) and use that query to change the date on all those gifts.

    Laurel Quaintance
    Manager, Fund Development Services
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