How to Remove a Transaction Applied to a Pledge

Introduction:
If you find a donation was applied to a pledge in error, you can easily edit it, so it no longer applies to the pledge.

How to Edit a Pledge Transaction

  1. Log into Elvanto as a Super Admin or Admin with financial Access Permissions
  2. Hover over the Financial Menu
  3. Select Pledge
  4. Search for your donor and click on their pledge.
  5. Scroll down to find their pledge within the transactions list
  6. Click on the transaction
  7. Under the Accounts and Amounts heading, locate the 'Pledge' Menu, select change the Pledge Fund to 'None'
  8. Click 'Save'

Conclusion:
You can easily edit a transaction so it no longer applies against a pledge by re-assigning the pledge fund to 'None'.

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