apply cash to pledge create an adjustment


  • Christine Robertson
  • Jul 17 2025
  • Reviewed: Voting Open
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  • Christine Robertson commented
    July 17, 2025 18:45

    I often see situations where a cash/one-time gift is posted but actually needs to be applied to a pledge. Since that can't be done with the adjustment tool, organizations unpost the gift, apply it to the pledge, re-mark it as posted and communicate with Finance so a JE can be done manually. This should be an adjustment that flows through and updates GL Distributions!