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,
Next: Choose to enter another pledge or go to one of the pages listed.