Pledges/Payments displays a list of all pledges/payments for this entity.
To display the Pledges/Payments for an entity:
Perform a Lookup, using either the Entity's name or Entity ID to display the Entity Profile.
Expand 'Giving' on the Entity Profile Page Tree.
Click 'Views' and the Views Form displays.
In the Views Form, click the 'Pledges/Payments' row on the list and the detail displays.
Data Fields:
Pledge Information
|
Pledge # |
This is the pledge number of the pledge. |
|
Legal |
This is the hard credit amount of the pledge. |
|
Credit |
This is the soft credit amount of the pledge. |
|
Date |
This is the date of record of the pledge. |
|
Year |
This is the pledge year of giving |
|
Paid to date |
The total amount paid on the pledge. |
|
Balance Due |
The remaining balance due on the pledge. |
|
Allocation |
This is the Short Name of the allocation to which the funds of the pledge will be allocated when the pledge is recognized. The general ledger account number for this allocation, enclosed in parentheses, follows the short name. |
Pledge Payment (Gift) Information
Note: If no payments have been made against the pledge, these fields will not contain any values.
|
Date |
This is the date of record of the payment made against the pledge. |
|
Legal |
This is the hard credit amount of the donor’s pledge payment. |
|
Credit |
This is the soft credit amount for this donor's pledge payment. |
|
Receipt # |
This is the receipt number for this donor's pledge payment. |
|
Type |
This is the type of tender that was used to make the pledge payment. |
|
Allocation |
This is the Short Name of the allocation to which the funds of the pledge payment have been allocated. |
|
Class |
This is the class year credited by the pledge payment. |
|
School |
This is the description of the code for the school that received credit for the pledge payment. |
|
Campaign |
This is the campaign that received credit for the pledge payment. |