To track pledges in Roll Call, you must first setup the pledge fund. The pledge fund can be a multi-year campaign, such as a building fund. Or, it can be a yearly tithe pledge. Once the pledge fund has been established, you can record the individual pledges.
A pledge fund must be for an account that is established in the chart of accounts. If the chart of accounts does not contain this fund designation, you’ll need to set that up first. See “Getting Started” for more details.
- Expand the Pledge menu.
- Click on Add a Campaign.
First, use the drop down box to select either the Fund Name OR Account Number. If you selected a fund name, the associated account number will be returned. If you selected the account number, the fund name will be returned.
Next, enter the Start Date and an End Date. Please note, that once a pledge fund has been created, the start date may not be changed.
If you have a target goal for this pledge drive, you may enter the Fund Goal in this field. The pledge progress summaries will use this amount to calculate the percentage of goal reached. The Fund Type is a free format field you can use to describe the pledge fund.
Click SAVE & CLOSE to save the information. Click SAVE & NEW to enter another pledge fund.