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How to exclude pledge amounts from Fund Statements
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I do not want pledges to be included in the Fund balance that shows on statements.
Answer:
- Go to General Ledger > Design Statements
- Choose the statement you use for Fund Statements
- Click on Row Format
- Scroll down to your Available to Spend line (it may be named different for your organization)
- Add another line with the same Row format number as the Available to Spend line
- In the formula cell add the pledge receivable account
- In the Normal Balance column change the sign to Cr so that it subtracts the amount
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