Gift Adjustments: Requires Unreconciliation
Currently, we always have to unreconcile bank statements in order to make gift adjustments. That’s an unwieldy and problematic process. One proposed workaround is to make negative donations, but that requires 2 new gifts that have to go through a whole new creation/review process. What’s more concerning is that negative donations would be forever visible on the donor portal, as if we moved money from their fund. We really need a way to cleanly make gift adjustments.
Joel Schwartz
shared this idea
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Nicki Charles
commented
Sometimes you need a negative donation. It's the only way we can think of to reverse a gift (without deleting) after it has successfully been deposited and then is returned for NSF or a closed account. It is not uncommon for this to cross months, so it definitely means that we won't be unposting the bank reconciliation.
I need that gift to have a negative against their donor record and for it to come back out of the fund without messing with the original deposit or the bank rec. -
Anne Calder
commented
Adding a negative donation permanently installs that donor as having donated to that fund, permanently messing up donor reports.