How to Print a Combined Tithing Statement

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kenewald
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How to Print a Combined Tithing Statement

Postby kenewald » Sun Nov 23, 2014 6:36 pm

A couple would like both of their names on their tithing statement.

Their donations were entered under one of their names even though they wrote both on the donation slips.

What's the best way to handle this?

Thanks!

jdlessley
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Re: How to Print a Combined Tithing Statement

Postby jdlessley » Sun Nov 23, 2014 7:41 pm

kenewald wrote:A couple would like both of their names on their tithing statement.

There used to be an option to include the spouse's name on the tax statement. But it appears that option was removed in one of the MLS updates some time this year. Before it was removed, a spouse was included on the tax statement by checking the box "Show spouse on donor report" in the donor record.

kenewald wrote:Their donations were entered under one of their names even though they wrote both on the donation slips.

A donation can only be entered for one member name. Prior to the CUBS conversion in 2010 members could have both their names on a donor record even though the combined name was linked to only one of the membership record numbers. I suspect some members still think that is possible today - but it isn't.

kenewald wrote:What's the best way to handle this?

There is no capability for combined donations. Even including the spouse's name on a donor report is not possible anymore. It is unfortunate that the ability to include a spouse's name in a donor report was removed.
JD Lessley
Have you tried finding your answer on the LDS.org Help Center page or the LDSTech wiki?

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aebrown
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Re: How to Print a Combined Tithing Statement

Postby aebrown » Sun Nov 23, 2014 9:19 pm

jdlessley wrote:
kenewald wrote:A couple would like both of their names on their tithing statement.

There used to be an option to include the spouse's name on the tax statement. But it appears that option was removed in one of the MLS updates some time this year. Before it was removed, a spouse was included on the tax statement by checking the box "Show spouse on donor report" in the donor record.

The option is on the donor record, not on the report. Go into Add/Update Donors, find the name of the donor for whom the donations were recorded, click their name, and then check the box to include the spouse on donation statements.

jdlessley
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Re: How to Print a Combined Tithing Statement

Postby jdlessley » Mon Nov 24, 2014 4:20 pm

aebrown wrote:
jdlessley wrote:
kenewald wrote:A couple would like both of their names on their tithing statement.

There used to be an option to include the spouse's name on the tax statement. But it appears that option was removed in one of the MLS updates some time this year. Before it was removed, a spouse was included on the tax statement by checking the box "Show spouse on donor report" in the donor record.
[italics and font color added for emphasis.]
The option is on the donor record, not on the report.

Please see the text of my post you quoted - that is exactly what I posted.

However, note that option has been recently removed. It is not available in MLS 3.7.3.
JD Lessley
Have you tried finding your answer on the LDS.org Help Center page or the LDSTech wiki?

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aebrown
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Re: How to Print a Combined Tithing Statement

Postby aebrown » Tue Nov 25, 2014 8:10 am

jdlessley wrote:However, note that option has been recently removed. It is not available in MLS 3.7.3.

I just used that option in MLS 3.7.3 last week. I'm not sure what conditions might lead to it not being visible in some situations, but it certainly is visible in others.

jdlessley
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Re: How to Print a Combined Tithing Statement

Postby jdlessley » Tue Nov 25, 2014 9:21 am

I guess I'll be contacting LUS since that is not available in our installation of MLS. I have used it in the past (last year) but in another version of MLS.
JD Lessley
Have you tried finding your answer on the LDS.org Help Center page or the LDSTech wiki?

russellhltn
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Re: How to Print a Combined Tithing Statement

Postby russellhltn » Tue Nov 25, 2014 10:35 am

aebrown wrote:I just used that option in MLS 3.7.3 last week.

And just this past Sunday I happened to restart MLS and saw several patches install. You might want to check again in case they did something.
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