We just noticed a split gift was fully applied to a pledge when only one part of the gift should have been applied. What is the best practice for un-applying only part of the gift?
@Bianca Gonzalez Unfortunately, you can't really unapply part of a gift. Options depend on if the gift is already posted. If it's not posted, you could create a pledge for the part that should not have been applied. Go to your payment and select apply to pledge and I think you can select both pledges to use when applying the gift. It seemed to work when I tested.
Otherwise you may need to enter two gifts. one for the pledge amount and fund and a second for the other.
@Bianca Gonzalez
Hi Bianca,
If it's not posted: You should still be able to open the Pay-Cash gift, go to the split tab and change the amount being applied.
If it is posted, you can't un-applying only part of the gift. You can however still modify it to reverse it. The Best Practice for modifying a posted gift is to make an adjustment to it
An adjustment creates an honest audit trail and gives you a chance to document the reason for the adjustment on the adjustment, such as “User Error” with as much relevant detail as possible. For example, my org usually documents the following:
In your case, because it's not just an amount, fund, campaign, appeal, or split amount error - but an applied pledge error, you are going to need to make an adjustment that “reverses the gift.”
https://kb.blackbaud.com/knowledgebase/articles/Article/48241
@Rachel Kauer This is what I was thinking of doing, you confirmed my suspicions on tackling this. Thank you!
@Bianca GonzalezYou are very welcome, glad to be of service!
