How to not include pledges in post to GL process

Gerry Evans

Hello All,

We are currently testing getting ready for Go-Live and I'm working on the posting to GL process (Running the Reports and Extract files) and I have noticed that our pledges are displayed on the reports and extracts. Currently we do not want to feed pledges to our Finance dept only pledge payments.

So, I'm wondering is there a way that pledges will not show up on the feed documents?

Thanks,

Gerry

Christine Adams

The easiest way is for you to code them as Do Not Post when entering.

Gerry Evans

Well that seems easy enough? ? Thanks Christine! I will tell my gift entry people.

Rosalinda Miguel

Yes, select Do Not Post when entering the gift!

Faith Murray

A word of caution, is that you may want to test marking the pledge as Do Not Post if you use Financial Edge. Marking the Pledge “Do Not Post” will have the desired effect of not pulling pledges over to the accounting side. However, later when you deposit pledge payments, they will have a gift type of “Pay-Cash”, and FE will try to link the payments to a pledge record that it cannot find.

If you do not use Financial Edge, this may be a non-issue?

JoAnn Strommen

As stated, use post status of ‘Do Not Post’ for your pledges. If you are linked to FE, accounting just needs to be aware of payments coming thru as pay-cash. All our phone-a-thon pledges are not posted to FE, payments are applied to the pledges so have gift type of pay-cash. Accounting just handles. There are no accounts receivable records for the payments. Other pledges are posted so payments handled differently.