IO Batches - Pledge Postings: How to edit pledge postings that were entered through a batch

How to edit pledges that were entered through a batch

A batch that has been flagged for review is still considered open and can be edited. Once a batch has been closed, the postings may not be edited.

For information on adding initial contributions to an edited pledge posting, see #7.

  1. Navigate to the Batches page using one of the following methods:
    • From the Navigator Bar, select Batches.
      -or-
    • From the Batches Card, select Open.
      Batches.png
  2. To bring up the posting, locate the batch card then click the Postings button.
    Postings_button.png
  3. Click the Pledges tab.
    Go_to_Pledges_2.png
  4. Scroll through the pledges until you find the one you want to edit. Click the edit (pencil) button to bring up the pledge editor.
    select_pledge_to_edit_and_display_pledge_edit_pagbe.png
  5. Make the changes as necessary and then save the updates.
    Save_updates.png
  6. For additional information on the pledge fields, see the article, How to post pledges to a batch.


  7. The initial contribution may not be added to an edited pledge record. It may only be added to this batch through the Contributions tab once the pledge record has been saved. 
  8. Once the batch is closed, you may not edit the pledge through the Batches page. However, you may adjust the pledge through the Pledges page.

 

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