|
Thank you
very much! This makes sense. Ebase
does reflect a negative number if the payment entered on a pledge is larger
than the “open balance”, but I agree that it doesn’t make sense to do it this
way. Jana 206-382-7276 -----Original
Message----- I would consider the
first $50 fulfillment of the pledge and the second $50 a new
contribution. From an accounting perspective, the entire amount of
the pledge is a contribution at the time it is promised. The
payments are basically against an accounts receivable. The extra $50
is a new contribution. Although I haven't tested
this, I don't think e-base can handle "negative" amounts due.
And I can't imagine why you would want this unless you think this person is
going to re-up an annual pledge and you think this overpayment is actually two
pledge payments -- one for this pledge cycle and one for the next pledge cycle. If your organization
reconciles e-base against the accounting records, then you want to mirror what
your accountant is doing. If not, look at donor intent -- extra
gift? first payment on a new pledge? A nice opportunity to have a
conversation with your donor and possibly get an on-going commitment. Vicki Sola -----Original
Message----- I’d like to know what others do, or what should be
done, in this situation: Someone owes $50 on a pledge and they send in a check
for $100. Do you input the entire amount on the pledge screen, ending up with a
-$50 in “amt unpaid” or do you put $50 toward the pledge and $50 under payments
as a “contribution”. Thanks for your help! Jana Reister Professional Women's Fellowship 206-382-7276 [EMAIL PROTECTED] ------------------ Reminder to each
recipient: To change your list account preferences, go to
http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email
address you used to subscribe to the ebase support list::
[EMAIL PROTECTED] To unsubscribe send a blank email to
[EMAIL PROTECTED] ---------------------------------------------------------------------
ebase - Relationship Management for Nonprofits, http://www.ebase.org
--------------------------------------------------------------------- ------------------
Reminder to each recipient: To change your list account preferences, go to
http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email
address you used to subscribe to the ebase support list:: [EMAIL PROTECTED] To
unsubscribe send a blank email to [EMAIL PROTECTED]
--------------------------------------------------------------------- ebase -
Relationship Management for Nonprofits, http://www.ebase.org
--------------------------------------------------------------------- |
- [support] overfullfilling a pledge pwf
- [support] RE: overfullfilling a pledge Vicki Sola
- pwf
