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10.8. Reportable Pledges

A Reportable Pledge is an on-going, legally-binding contribution. Additionally, these rare transactions are reported to various governing agencies, such as the FEC. 

Below are instructions on how to first add a new Reportable Pledge, then how to add a payment to the Reportable Pledge.

How to Add a Reportable Pledge

There are three ways to manually add a Reportable Pledge:
1. From the Register
2. Through a contributor's record
3. From Batches/Deposits

1. Adding a Reportable Pledge from the Register

Hover your mouse cursor over the Financial tab, then click on Reportable Pledge:

This will open up a new Reportable Pledge. Fill in all applicable fields. Contributor, Amount, and Date are required in order for the pledge to save.

Descriptions of Fields in a New Reportable Pledge:

Fields in a new Reportable Pledge
Contributor* - Name of entity making contribution     *Required Fields
Amount* - Monetary amount of contribution
Date* - MM/DD/YYYY format of contribution date
Reporting Description - Data entered into this field will pull to applicable compliance reports
Transaction Category - Select existing category or add new one by clicking Create Transaction Category
Internal Memo - Internal tracking field
Election Period - Choose election period
Account - Select Account
Allocation - Select Allocation if applicable 
Thanked - Date Reportable Pledge was marked as thanked
Batch - Optional tracking feature used to group together transactions
Force Itemize check box - Check to force the contribution to pull to compliance report
Force Unitemize check box - Check to force the contribution not to pull to compliance report

Save Buttons

Save - This saves the new contribution and keeps the screen open
Save/Close - Saves the new contribution, closes out the window and returns your screen to the main Register
Save/Next - This saves the contribution, then opens up a subsequent new contribution. Several fields are what we refer to as sticky, so they'll auto-fill into the new contribution so you won't need to re-select them. 

 

2. Adding a Reportable Pledge from a Contributor Record

Use the Contacts search or Search Records bar to pull up an existing record or create a new record. From the record's profile page, follow the steps in the screenshot below:

1. Click on the Transactions tab.
2. Click New Transaction.
3. Select Reportable Pledge.

You'll see a new Reportable Pledge open up. Fill in Contributor, Amount, and Date, and any other applicable fields, then choose a save button.

 

3. Adding a Reportable Pledge from Batches/Deposits

See our Help File here on Batches/Deposits. Batches allow you to group together financial transactions. You can easily bulk edit the entire batch of transactions, or easily pull a list of all the transactions in that batch.

To add a new Reportable Pledge from a Batch, first pull up the Batches/Deposits screen by hovering your mouse cursor over the Financial tab, then by clicking on Batches/Deposits:

To add a new Reportable Pledge to an existing batch, follow the steps pictured in the screenshot below:

1. Click the Batch tab.
2. Choose the existing batch from the list on the left-hand side.
3. Click the New Transaction button.
4. Click Reportable Pledge.

This will open up a new Reportable Pledge. Fill in Contributor, Amount, and Date, and any other applicable fields, then choose a save button.

 

How to Make a Payment to Reportable Pledge:

First pull up the Register by hovering your mouse cursor over the Financial tab, then click on Register.

Next, filter the display to show all Reportable Pledges by clicking on the Transaction Type filter in the top left-hand corner of the Register, then select Reportable Pledges:

Now find the Reportable Pledge to which you want to add the payment and click the Transaction button:

When the transaction details open on the right-hand side, click the Linking tab, then click Pledge History:

In the New Pledge Payment section, enter the Amount and Date, then click the green Add button:

Final step, choose a Save button to add the payment.