Financial Administration: Pledges

Use this page to add pledges and see your current Pledges at a glance!

From the left toolbar go to
Financials > Pledges

* Show Pledges between dates you wish to view.

• Choose from the drop-down menu what you wish to see (Active Pledges or All Pledges)
• Chose from the drop-down menu the account you wish to view from, or you can view All Accounts
• Chose from the drop-down menu the fund you wish to view from, along with option for All Funds.
• Click on the date bars for a calendar to pop-up for ease in entering date range
• Chose from the drop-down menu how you would like this information sorted (date, amount, account, fund, donor)
• Click “Apply” for up-to-date records

* Can also add Pledges here on this page.

• Click on the “Add New” button in upper right
• From: Start typing in name of person Pledge is from and click on their name when it pops up
• Enter the start date for pledge.
• Enter the End date, or leave blank if this is an ongoing pledge.
• Choose from the drop down menu which Fund this is to be applied to. If you need to create a new Fund that is not listed here yet, click on “Add Fund”. Funds can also be added/created on Financials > Financial Admin page
• Enter the pledged amount.
• Enter the pledge frequency from the drop-down menu of: daily, weekly, monthly, quarterly, annually.
• Next: Choose to enter another pledge or go to one of the pages listed.
• Click on SAVE to save your pledge