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CommunitySuite Idea Lab: Donations/Pledges/Promises/Public Securities

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Allow Editing/Deleting the Automatic Pledge Adjustment

Please provide a way for us to edit/delete an automatic pledge adjustment. There is no way to do that in the system, and if you accidentally miskey something that causes an automatic pledge adjustment, it's permanently recorded. This not only messes up the GL details, but it also creates an inaccurate pledge total amount that shows up in the system.

Case in point, we accidentally added an extra number on a payment which then increased a pledge by $2.5 million. It was a simple mistake, pure accident. However, we're stuck now in perpetuity with the wrong figure showing on this pledge and we'll always have to back out the accidental figure from any future cancelations. I have no doubt it will show up on the audit. It's terrible that we are unable to fix a simple error like this, especially since it will undoubtably cause issues down the road for us with our audit (and hopefully won't mean a finding). Can you all please add the functionality to at least edit the automatic pledge adjustment amount even if you don't want to let us delete it?

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Anna Wagner shared this idea  ·   ·  Report…  ·  Admin →
Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded  · 

Hello,


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Thank you

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  • Susie Lotreck commented  ·   ·  Report

    We should be able to edit/delete a system generated pledge adjustment. Recently. a pledge payment was received. which exceeded the amount due on the pledge, I assumed the donation entry would apply the amount due to the linked pledge and the remainder would be applied to the fund 's contribution revenue account. Instead the system, created a permanent pledge adjustment which increased the the amount of the original pledge amount.