 mdasher
|
 |
| Joined: 12 Sep 2007 |
| Total Posts: 33 |
| |
|
Pledge Reminder Amounts Incorrect
Posted: 25 Apr 2008 07:57 AM |
I am trying to do Pledge Reminders using the Pledge Reminders Report , but the amounts keep coming up incorrect. The "Pledge Amount" & "Amount Received" are coming up correct, but the "Amount Due" and "Amount Behind" are not.
For example let's say that Donor X pledged $100/mo for a year which totals $1200. Let's say Donor X gave $200 already and owes $1000. The way the fields should read is:
Pledge Amount: $100
Amount Due: $1200
Anmount Received: $200
Amount Behind: $1000
But instead the fields keep coming up as:
Pledge Amount: $100
Amount Due: $1100
Amount Received:$200
Amount Behind: $900
For some reason, it appears to be subtracting the payment amount from the Due & Behind Amounts. Why is ithis? |
|
|
 |
|
|
Re: Pledge Reminder Amounts Incorrect
Posted: 25 Apr 2008 10:58 PM |
Hi mdasher,
I'm still researching this issue. I'll get back to once I know more. Thanks for your patience! |
 |
|
|
|
mdasher
|
|
| Joined: 12 Sep 2007 |
| Total Posts: 33 |
| |
|
Re: Pledge Reminder Amounts Incorrect
Posted: 30 Apr 2008 07:07 AM |
| Just wondering if there is any progress on this. We were hoping to get out reminders soon since the postal rates are increasing. Thanks for your help! |
|
|
|
|
|
Re: Pledge Reminder Amounts Incorrect
Posted: 30 Apr 2008 05:20 PM |
Hi mdasher,
I just checked out the report and the totals appear correct. Here's were i think there might be confusion:
Amount Due - This is the total amount due on the pledge TO DATE. Amount Due = number of payments due (to date) X (multiplied) by the pledge amount.
Amount Behind - this is the NET amount due on the pledge. Amount Behind = Amount Due - Amount Received.
========
In your example #1 above, Amount Due of $1200 is the total you should have received to date on the pledge (based on the date you entered in the report). Amount Received of $200 is the amount you have received so far.
Here's the calculation:
Amount Due ($1200) - Amount Received ($200) = Amount Behind ($1000).
=========
When you do your mail merge in your letters, just be sure to use the Amount Behind as the "amount due".
I hope that helps. I know our terminology is a little misleading and we will look into cleaning it up. Sorry for any confusion this may have caused. Please let me know if you have any other questions. |
|
|
|
|
mdasher
|
|
| Joined: 12 Sep 2007 |
| Total Posts: 33 |
| |
|
Re: Pledge Reminder Amounts Incorrect
Posted: 01 May 2008 10:33 AM |
| Okay, so the problem with mine is that in the "Payments Due" column all my monthly pledges say "11" when they should say "12". I can't figure out why or how to change that because in the each donor's actual pledge in their file it reads correctly as 12 next to "number of payments." |
|
|
|
|
mdasher
|
|
| Joined: 12 Sep 2007 |
| Total Posts: 33 |
| |
|
Re: Pledge Reminder Amounts Incorrect
Posted: 08 May 2008 01:21 PM |
| The number of monthly payments due are still showing up as 11 instead of 12 on the Pledge Reminder Report. Can you please contact me? We just finished our Banquet and need to figure this out so we can send letters. Thanks! |
|
|
|
|
|
Re: Pledge Reminder Amounts Incorrect
Posted: 08 May 2008 02:27 PM |
Hi mdasher,
Sorry to keep you waiting on this. I do not have your contact info, and I would hate for you to post it in our public forums. Why don't you give me a call at our office number: (972) 851-1085. We're in the office M-F from 8:00 until 5:00 Central. I look forward to talking with you.
Thanks!
Sarah |
|
|
|
|
mdasher
|
|
| Joined: 12 Sep 2007 |
| Total Posts: 33 |
| |
|
Re: Pledge Reminder Amounts Incorrect
Posted: 24 Jun 2009 09:18 AM |
| The pledge reminder report is still showing the number of monthly payments as 11 when it should be 12 which is making all the other figures off. Can you tell me why? |
|
|
|
|
|
Re: Pledge Reminder Amounts Incorrect
Posted: 24 Jun 2009 10:16 AM |
Hi Mdasher-
As they make payments it will reduce from the number of payments. For example: they setup a 6 month pledge, pay 1 time, 5 payments are remaining.
If you have any further questions or concerns don't hesitate in contacting us.
Blessings,
Ashleigh |
|
|
|
|
mdasher
|
|
| Joined: 12 Sep 2007 |
| Total Posts: 33 |
| |
|
Re: Pledge Reminder Amounts Incorrect
Posted: 24 Jun 2009 11:42 AM |
| Exactly what report says is "PaymentsDue 11, PaymentsReceived 8 PaymentsBehind 4". And what it should say is "PaymentsDue 12 PaymentsReceived 8 PaymentsBehind 5". |
|
|
|
|
|
Re: Pledge Reminder Amounts Incorrect
Posted: 24 Jun 2009 01:47 PM |
Hi Mdasher-
If you could give me a call at your convenience, 469-293-3079 ext: 103, so I can (with your permission) login as you and see what you are seeing. I look forward to talking to you soon.
Blessings,
Ashleigh |
|
|
|
|
mdasher
|
|
| Joined: 12 Sep 2007 |
| Total Posts: 33 |
| |
|
Re: Pledge Reminder Amounts Incorrect
Posted: 31 Aug 2011 01:31 PM |
| On the Pledge Reminder report, the column that says "Payment Due" is one less than it should be. Can this be corrected? |
|
|
|
|
Amyc
|
 |
 |
| Joined: 11 Apr 2011 |
| Total Posts: 252 |
| |
|
Re: Pledge Reminder Amounts Incorrect
Posted: 31 Aug 2011 03:22 PM |
Hi Mdasher,
This is due to a small bug that has been brought to our attention. We appreciate your patience as we work out a solution; please know that it is on our radar. If you want to see the billing schedule, you can view it currently in the Billing Schedule tab on the pledge itself. Thank you, again, for your attention to detail! You are awesome!
In Christ,
Amy |
|
|
|
|
|
Re: Pledge Reminder Amounts Incorrect
Posted: 31 Aug 2011 05:20 PM |
Hi mdasher,
We just posted a fix to the Payment Due calculation bug. Thanks for bringing this to our attention. Sorry for any inconvenience this may have caused. Blessings! |
|
|
|
|