Correct a cash call's due date

Correct a cash call’s due date

Picked the wrong due date, or need to move one the syndicate has agreed to shift? An admin can move an issued cash call to a different date in place. You do not have to cancel the call and raise it again.

Before you start

You must be an admin (a treasurer needs the admin role) of the syndicate the call belongs to.
The call must not be cancelled.
At least one member’s share must still be Not due yet. A correction moves the shares still waiting for their date; once every share is on members’ balances (or cancelled), there is nothing left to move.
You must be online.

Steps

Open the syndicate.
Go to the Admin tab and tap Cash calls (under Actions).
Tap the call you want to correct.
Next to the Due row, tap the calendar icon (Change due date).
Pick the new date and confirm.
Due date updated appears and the Due row shows the new date.

What the change moves

Every share still Not due yet moves to the new date, and the date shown on the cash call moves with it. Each of those shares goes onto its member’s balance on the new date, and the Cash call due soon and Cash call overdue reminders follow it too.

A share already on a member’s balance stays exactly where it is: it fell due on the old date, or the member paid it early, and it is an ordinary charge now. Moving the date to today or earlier puts every waiting share on its member’s balance straight away.

Moving the date does not touch the amounts, the split, or who has a share. Cancelled shares stay cancelled.

Who is told

Every member whose share is still waiting is told that the date moved, under the same Cash calls notification they already control on their notification preferences. The message names both days, so it reads as a correction rather than a second demand, and it opens the cash call when tapped.

Nobody else is told: not the admin who made the change, not anyone whose share has been cancelled, and not anyone whose share is already on their balance, paid or not, because their share has not moved. Re-saving the same date sends nothing at all.

If it goes wrong

There is no calendar icon next to the Due row. Either you are not an admin of this syndicate, the call has been cancelled, or no member’s share is still waiting for its date. In each case there is no date left to correct; issue a new call if you need one.

When the change itself is refused, the screen says why, under Could not update the due date. Nothing is changed in any of these cases.

Every share of this cash call is already on members’ balances or cancelled. Another admin, the due date arriving, or members paying early got there first. There is no date left to move.
This syndicate is closed and read-only. A closed syndicate’s ledger is frozen for everyone, admins included. Reinstate the syndicate inside its retention window if the date genuinely still needs correcting; see close a syndicate.
Only syndicate admins can change a cash call due date. The rule is enforced on the server as well as in the screen, so this is what a request that got past the interface is told.

A syndicate that is read-only because it is over its free plan can still have a due date corrected. Correcting a date is tidying up an existing demand rather than new spending, which is what that state blocks.