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    Unposted Matching Pledges Report
    • 19 Sep 2023
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    Unposted Matching Pledges Report

    • Updated on 19 Sep 2023
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    Unposted Matching Pledges Report

    This report lists Donor information for Gifts that have a Match code associated with them, along with the name of the person or organization that has an outstanding Pledge to match the Gift, and the Pledge amount.

    NOTE: This report will only provide information when the matching Pledge exists as an unposted Pledge.

    NOTE: There are no Selection or Sorting criteria for this report. All outstanding matching Pledges are included.

    NOTE: You can also run this report from the Processes tab on the Unposted Pledges super tab. Refer to Running the Acknowledge Matching Pledges Report in the Pledge Management module for more information.

    NOTE: You can access this report from anywhere in FIMS by selecting Reports > Pledges > Unposted Matching Pledges.

    Click Run Report after choosing the display method:

     

    Acknowledge Matching Pledges Fields

    Field

    Description

    ID Code

    The payee’s Profile ID code.

    Payee Sort Name

    The payee’s report name.

    Doc. No.

    The number of the outstanding Voucher.

    Doc. Date

    The due date from the original Voucher.

    Date Posted

    The date when the Voucher was posted to Open Items.

    Grant

    Indicates whether the payable is a Grant (yes or no).

    Amount

    The total amount that is due for the payable.

    Fund ID

    The Fund ID for the Fund that will make the payment.

    NOTE: There may be more than one Fund ID for a single payable if the Voucher has line items that are paid from different Funds.

    Fund Sort Name

    The sort name for the Fund that will make the payment.

    NOTE: There may be more than one Fund Sort Name for a single payable if the Voucher has line items that are paid from different Funds.

    Fund Amount

    The amount due from each Fund making a payment on the Voucher. These amounts should always equal the total Amount due for the payable.

    Difference

    Indicates any difference between the Amount and Fund Amount columns.

    IMPORTANT: There should never be a difference. If an amount appears in this field, contact FIMS Support for support.

     

    Field

    Description

    Donor Information

    The name, address, and phone number for the Donor who made the Gift that resulted in a matching Pledge.

    Matching Donor

    The name of the Donor who is matching the initial Gift.

    Gift Ref # / Date / Amount

    The Gift Number, Gift Date, and Amount of the initial Gift.

    Pledge Ref. # / Date Due / Amount

    The Pledge Number, Due Date, and total Amount Due for the matching Pledge.

     

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