Connect imported transactions to existing pledges so they're categorized as pledge payments (rather than donations).
Guest
May 14, 2025
We have 200 employee pledge payments biweekly, and importing as donations and manually attaching them to pledges is too time-consuming. The workaround of using a Google batch entry comes with an additional annual fee of $1,695, which should be part of regular processing.
Same...We have more than 100 pledge payments via payroll deduction from employees to import every single pay period. I/we lose at least 8 hours a month -- a full day of work -- changing them from donations to pledge payments one by one.
This would be very helpful as we have employees that make pledge payments via payroll deductions each month. It is very time consuming having to add them one at a time.
It would be helpful to allow for pledge payments to be added via the batch import process as it is tedious to go to each transaction that has a pledge payment and convert the transaction type from donation to pledge payment
This would be extremely helpful as we have employees who donate via payroll deduction each pay period. Right now we have to import those and then manually change to a pledge payment and connect to their pledge.
We have 200 employee pledge payments biweekly, and importing as donations and manually attaching them to pledges is too time-consuming. The workaround of using a Google batch entry comes with an additional annual fee of $1,695, which should be part of regular processing.
Same...We have more than 100 pledge payments via payroll deduction from employees to import every single pay period. I/we lose at least 8 hours a month -- a full day of work -- changing them from donations to pledge payments one by one.
Same for me.
This would be very helpful as we have employees that make pledge payments via payroll deductions each month. It is very time consuming having to add them one at a time.
This feature would save us a lot of time when inputting pledge payments from employees payroll deductions.
It would be helpful to allow for pledge payments to be added via the batch import process as it is tedious to go to each transaction that has a pledge payment and convert the transaction type from donation to pledge payment
This would be extremely helpful as we have employees who donate via payroll deduction each pay period. Right now we have to import those and then manually change to a pledge payment and connect to their pledge.