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Current Pledge and Cash with GL Distributions

Last post 09-12-2006 9:08 AM by Rupinder Kaur. 3 replies.
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  • 08-30-2006 2:44 PM

    • Kami Hall
    • Not Ranked
    • Posts 2
    • Organization: Girl Scouts Minnesota and Wisconsin River Valleys

    Current Pledge and Cash with GL Distributions

    Our organization has several multi-year pledges. A problem arises when we try to blanace with Accounting: The canned reports only show the whole pledge, rather than the current year amount due...I have tried every combination of canned report, to no avail. Basically, Blackbaud told me I need to develop a Crystal report that shows current year, and not 'pledge pay-future' (the subtype we use when posting over to the GL for not current year multi-year pledges).' We are integrated with FE as well, and a report is essential to match. I need to create one for Corp/Foundation as Individuals. If I can figure out one, the other should be easy. Thanks for your help! Kami A. Hall Data Development Coordinator Girl Scout Council of Greater Mpls 763.971.4105 www.girlscoutsmpls.org
  • 09-11-2006 5:43 PM In reply to

    Current Pledge and Cash with GL Distributions

    Try the pledge status report and select option 2 in the crriteria. This will give you previous balance (from from the last report) Allow you two report on the status of the pledgfes for a specified time period only. It what I use to reconcile with the auditors on the business side.
    [Email Removed]
    Chadwick School, California
  • 09-11-2006 5:44 PM In reply to

    Current Pledge and Cash with GL Distributions

    Try the pledge status report and select option 2 in the crriteria. This will give you 1.previous balance (from the last report) 2. any new pledges 3. any payments on new or old pledges and 4. the current pledge balance for the campaign. This report allows you to report on the status of the pledges for a specified time period only. It what I use to reconcile with the auditors on the business side. [Email Removed] Chadwick School, California
  • 09-12-2006 9:08 AM In reply to

    Current Pledge and Cash with GL Distributions

    i use the pledge activity report. Under the gift filter tab, i select option 1 and 4. This report gives you all the pledges (past and current), and the current balance. it also shows you any payments that came in for past and current pledges. this is the report i always use to reconcile with the GL. Rupinder Kaur
    Database Administrator
    Cancer Research Institute
    New York
    [Email Removed]
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