Mistakes happen, and sometimes donations may be incorrectly applied to pledges. Fortunately, Elvanto allows you to easily rectify such errors. This guide will walk you through the process of editing a transaction to ensure it is no longer linked to a pledge.
How to Edit a Pledge Transaction
- Log into Elvanto as a Super Admin or Admin with financial Access Permissions.
- Hover over the Financial Menu.
- Select Pledge.
- Search for your donor and click on their pledge.
- Scroll down to find their pledge within the transactions list.
- Click on the transaction.
- Under the Accounts and Amounts heading, locate the Pledge Menu.
- Select change the Pledge Fund to None.
- Click Save.