How do I change the fund on a posted pledge?

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We entered the wrong fundid on a pledge and posted it. How do we change the fundid?

Answer:

To change the fundid on a posted pledge you would:

Find the pledge in Pledge History
Click Adjust Pledge and choose the appropriate adjustment date. This is NOT the installment date. It might be the original pledge date.
Navigate to the Installment tab
Click the "new" button to add a line
Enter the date associated with the installment, the amount and the fundid. Click Save
On the line(s) with the wrong fundid, change the amount to $0. Click Save.
You can add multiple lines and modify lines.
When finished, review to be sure the fund totals agree to your desired amounts and click Done.
The adjusting pledge will need to be posted.

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