Book/Reverse Pledges Window

This window is used to book pledges to the General Ledger and reverse gifts that have been booked. After selecting the appropriate radio button (Book Pledges or Reverse Gifts), enter election criteria in the Select Gifts to Process group box. To run this process, you must enter a value in at least one of the selection criteria.

The name of the person who is logged into J1 Desktop defaults into the Person Requesting and Person Performing columns, and today's date defaults into the Reason Date; however, these values can be changed if you selected the Reverse Gifts radio button. You must select the appropriate Reason Code and Reversal Type if you selected the Reverse Gifts radio button.

When the Reverse Pledges and Reverse Gifts processes are completed, the Reversal Report is displayed.

Columns

How To

1. Open the Book/Reverse Pledges window.

2. Select the Book Pledges radio button.

3. Enter the criteria used to select the pledges that will be booked to the Business Office.

4. Click OK.

5. Business Office transactions are created for pledges that meet the criteria and placed in a group with a source code of GF.

Prior to reversing gifts, they must have already been booked to the Business Office.

1. Open the Book/Reverse Pledges window .

2. Select the Reverse Gifts radio button.

3. Enter the criteria used to select the gifts that will be reversed in the Business Office such as the Donor ID, categories, or dates.

4. Type in or select values in the Changed Transaction Info group box to indicate what kind of transactions will be selected (using the Reversal Type) and to record why the transactions are being reversed.

5. Click OK.

6. Business Office transactions are created for pledges that meet the criteria and are placed in a group with a source code of GF (Gifts).

Prior to reversing pledges, they must have already been booked to the Business Office.

1. Open the Book/Reverse Pledges window .

2. Select the Reverse Gifts radio button.

3. Enter the criteria used to select the pledges that will be reversed in the Business Office such as the Donor ID, categories, or dates.

5. Click OK.

6. Business Office transactions are created for pledges that meet the criteria and are placed in a group with a source code of GF (Gifts).

Book Pledges
Reverse Gifts
Select Gifts to Process
	Donor
	Category Range
	Date Range	To
	Gift Group Num	Gift Num
Changed Transaction Info
	Reason Code
	Person Requesting
	Person Performing
	Reason Date
	Reversal Type