Pending Gifts

How do I designate a pending gift?
When entering or editing a gift, set the Pending field to “yes.” Select the pending type and enter a memo if you’d like. Once the gift becomes finalized, yo...
Tue, 16 Mar, 2021 at 9:43 AM
Can I add a new pending type?
Yes, you can add a new pending type when adding or editing a gift. Click on the up and down arrows of the drop-down box and click on “New/Edit." Type i...
Tue, 16 Mar, 2021 at 9:46 AM
Can I edit or delete a pending type?
Yes, you can edit or delete a pending type when adding or editing a gift. Click on the up and down arrows of the drop-down box and click on “New/Edit”. To...
Tue, 16 Mar, 2021 at 10:16 AM
Can I change the order that the pending types appear in the dropdown box?
Yes, you can change the order that the pending types appear when adding or editing a gift. Click on the up and down arrows of the drop-down box and click on...
Tue, 16 Mar, 2021 at 10:18 AM
How do I see if a gift is pending?
Locate the Pending column on the gifts grid and set the filter for the column to “is true”. This will filter the grid to just the pending gifts.
Tue, 16 Mar, 2021 at 10:18 AM