Add Next Instalment Due Date to query criteria and output

There are criteria for next transaction due date for recurring gifts and next premium due date - but the field for next instalment due date doesn't exist in query, meaning if the income uses a pledge you cannot query for all the pledges with the next instalment due date in a certain range.
We use pledges to track out grant or bid income, as these can often be paid in instalments - it would be amazing for our finance team to be able to see all the expected payments for a set duration, like the current month or quarter.

  • Beth Tabeart
  • Jun 26 2026
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  • Beth Tabeart commented
    26 Jun 10:42

    Also adding a criteria for if the instalment is paid, I want a list of only the next unpaid instalments that we are expecting to hit our bank account, even using instalment date you cannot filter out the instalments that have already been paid in that paid range

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