Add a field at the *account* level to summarize outstanding pledge balance

In strategically reviewing and prioritizing our donors, we run various custom reports with many of the very useful summary fields eTap provides (lifetime received and soft credited, largest gift received, last received, etc.).

One important piece of data that is currently missing is outstanding pledge balance at the *Account* level.

There are several Outstanding Balance reporting fields at the Journal Entry level, but they don't work in conjunction with all the other Account summary fields.  

Thus, we have to run two separate reports and then manually match and enter outstanding pledge balances at the account level once all the data is dumped in Excel.

Or, we can calculate this by subtracting Total Received from Total Raised; however, this incorrectly shows open pledge balances for written off pledges and thus isn't reliable.

Can you please create a pledge summary field(s) at the account level?  

Not only would this be very helpful in reporting, but I would hope this new Outstanding Pledge Balance field could also be used within the eTap GUI when viewing the Account Summary and Journal sections of individual account records.  That, in turn, would be very helpful when entering donations so that we could be able to quickly and easily determine whether the donation should be applied as a pledge payment or gift (rather than scrolling through the journal to find any open pledges as we do now).

  • Guest
  • Jul 27 2017
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