pledge balance
It would be helpful to have "Pledge Balance" be included, along with "Pledge amount" and "Pledge payment", as a column when you run a pledge report.
Pledges were moved to a list view with the pledge amount and balance as a column. In order to easily view the payment amount, create a cash flow report from the left side menu.
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Wendy Ponting commented
Please add a amounts cancelled.
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Brittaney Reep commented
I agree! On the Unpaid tab of the Pledges the column 'Balance' shows the correct balance of the pledge (which takes into account payments and cancellations applied to each pledge). Unfortunately, this cannot be exported to excel or filtered. When you add a filter, the balance column is removed from the report and replaced with a column titled 'Unpaid Amount'. This column does not account for any cancellations applied the the pledge. It would be very helpful to have a report that can be run and filtered that will tie to the pledges receivable balance on the GL.
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Wendy Ponting commented
this would be helpful because any adjusted amount is included in the “unpaid amount” on the pledge payments screen leaving the user to belive the amount is still due and not cancelled.