How to exclude pledge amounts from Fund Statements
  • 20 Jan 2023
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How to exclude pledge amounts from Fund Statements

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Article summary

I do not want pledges to be included in the Fund balance that shows on statements.

Answer:
  1. Go to General Ledger > Design Statements
  2. Choose the statement you use for Fund Statements
  3. Click on Row Format
  4. Scroll down to your Available to Spend line (it may be named different for your organization)
  5. Add another line with the same Row format number as the Available to Spend line
  6. In the formula cell add the pledge receivable account
  7. In the Normal Balance column change the sign to Cr so that it subtracts the amount

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