IO Batches - Pledge Postings: How to delete a pledge that was entered through a batch

How to delete a pledge that was entered through a batch

A batch that has been flagged for review is still considered open and the postings can be edited or deleted.

  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.
    Pledge_Postings_Button_for_delete_pledges.png
  3. Click the Pledges tab.
    pledges_tab_for_delete_postings.png
  4. Scroll through the pledges until you find the one you want to edit. Click the delete button (mceclip0.png) and confirm the delete.
    Delete_button_on_pledges_screen.png
  5. Not only will the pledge be removed from the list, but the Pledges Count and Amount numbers will update to reflect the deletion.
    delete_pledge_record_results.png

 

 

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