Using unconfirmed pledges:
1. Unconfirmed pledges is designed to let you enter 'verbal' pledges (pledges that have been promised but no pledge cards have arrived at the office yet). You enter the CORPORATE and/or EMPLOYEE unconfirmed pledge for either corporations or individual accounts. For INDIVIDUALS, enter the unconfirmed pledge on the CORPORATE side of the unconfirmed window....the help file is attached.

After you put the unconfirmed pledge in, it will increase your totals on some of the campaign reports (when you run them, read the report description at the bottom of the window and it will tell you if that report includes unconfirmed money or not). Unconfirmed pledges is designed to show the increase of dollars on some reports, while not creating an AR for those accounts.

When the pledge card actually comes in - you post them into the batch as normal. When the batch is posted, there's a routine that actually checks the unconfirmed pledges to see if any of the accounts within the batch are within unconfirmed, then if so, it enters the 'commits' that have come from the batch posting into the unconfirmed pledges, commitment columns. It also 'levels' out the dollars so that the campaign reports are not overstated by either posting. You don't do anything different with in the batch.

The rule of thumb for unconfirmed is this....

Between what you enter into the unconfirmed window and what you actually post to the batch - the reports that use unconfirmed, will take which ever number is HIGHER. So for instance, if your unconfirmed came in at $5000, but when the pledge card arrived, the total was actually only $4000, then remember that the reports will show $5000. If the remaining portion of $1000 for that unconfirmed pledge doesn't come in, then you will have to either remove or reduce the unconfirmed entry (most people delete it because this is only meant to be a temporary place to record dollars until the actual pledge card comes in anyway).

If the pledge card (amount posted within the batch) is higher then the unconfirmed, then no big deal - the campaign reports will show this total - the only time you really need to manage unconfirmed is to check for entries that are higher then the actually 'commits' which come from the batch.

I have included a custom report also that will help you manage the unconfirmed pledges if you use them. Save the report to TWS\reports\custom. You can open it using the custom report folder from within campaign reports window. The unconfirmed pledge.txt file contains the instructions on how to enter one.