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Entering Manual Transactions

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  • Entering Manual Transactions

    I am trying to enter manual transactions for checks received. I am entering them as custom payment type which, according to the users manual, supports past dates, but whenever I set the transaction date, it gets changed to the current date. These transactions need to be entered using the date the check was received not the date it is recorded to properly account for the donation for tax purposes. I tested this a while back and it was working fine, but when I went to train our staff on entering the manual payments, it seems to no longer be working. Any suggestions on what I might be missing?

  • #2
    Good day!

    May I ask what version of the PaaS platform you are running?
    Regards,
    Click & Pledge Support Department

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    • #3
      I am now on the latest version and I notice that it still will not let me back date a manual transaction. This is a problem for checks received at year end which need to be recorded as 2013.

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      • #4
        Good day!

        Are you using the "Custom Payment Type"? For Custom Payment Type you can set a past date.

        For anything live, credit card or eCheck, that requires posting to the bank, back dating will not work since that is not the real posting date. For custom types you can use the past dates.

        Does that not work for you?
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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        • #5
          It does not work for us. It automatically sets the date to the current date instead of using the date we enter.

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          • #6
            Good day!

            I just tested it and see no issues. Please see below:

            the following image is from the Virtual Terminal.
            Click image for larger version

Name:	VT_PastDate.jpg
Views:	1
Size:	31.7 KB
ID:	15387

            The following image is the detail of the transaction which is illustrated above.
            Click image for larger version

Name:	VT_PastDate_Detail.jpg
Views:	1
Size:	97.0 KB
ID:	15388

            I tested it with PaaS version: 8.2x

            If you are seeing a different behavior please make sure you are selecting recurring transaction and that the custom payment type is the option selected. If you still have issues please grant us access to your account so we can review your settings.
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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