Need help with records

Discuss basic duties of stake and ward clerks, including where to begin.
dbreinholt
New Member
Posts: 7
Joined: Tue Dec 04, 2012 4:23 pm

Need help with records

Postby dbreinholt » Tue Dec 04, 2012 5:12 pm

:confused:
We have, in our ward, a recently married couple. The husband moved into the wife’s home. Showing them married and getting his recordsinto the ward went fine until tithing settlement. Our financial clerk tried to print theircontributions summary for them to review, but could not find them except bylisting them as an outside donor. Wefurther discovered they do not show up on MLS or any attendance rolls. They do, however, show up on “ClerksResources” on the LDS web site with all their information. Any suggestions on how to correct thisproblem would be greatly appreciated.

rontilby
Member
Posts: 129
Joined: Mon Apr 20, 2009 7:22 pm
Location: Salt Lake City, UT, USA

Postby rontilby » Tue Dec 04, 2012 5:48 pm

Here's what I would do:
1. Login to LDS.ORG, go to Clerk Resources, find them, and print their Membership Records.
2. Login to MLS, and try to print their Membership Records.
3. If you can't find their membership records on the Print Membership Records selection screen, then you'll have to Request their records again through MLS using the information on the Membership Records that you printed on LDS.ORG.
4. After you receive each of their membership records in MLS, go into MLS Finance and link the existing donor record(s) with the correct membership record. They should then show up on the Tithing Settlement reports.
5. Verify on both MLS MEMBERSHIP Record printouts that the current spouse is correct (including the Membership Record Number).
6. Provide INDIVIDUAL ORDINANCE SUMMARY Record printouts from MLS to the members for their review along with their Tithing Settlement statements.

russellhltn
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Location: U.S.

Postby russellhltn » Tue Dec 04, 2012 6:35 pm

rontilby wrote:3. If you can't find their membership records on the Print Membership Records selection screen, then you'll have to Request their records again through MLS using the information on the Membership Records that you printed on LDS.ORG.


If the records can't be found, I'd do a Unit data refresh.
Have you searched the Wiki?
Try using a Google search by adding "site:tech.lds.org/wiki" to the search criteria.

dbreinholt
New Member
Posts: 7
Joined: Tue Dec 04, 2012 4:23 pm

Postby dbreinholt » Wed Dec 05, 2012 11:50 am

Thanks, it worked.

russellhltn
Community Administrator
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Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

Postby russellhltn » Wed Dec 05, 2012 1:50 pm

dbreinholt wrote:Thanks, it worked.


Just so we know, what worked? The refresh or ordering the records?
Have you searched the Wiki?

Try using a Google search by adding "site:tech.lds.org/wiki" to the search criteria.

dbreinholt
New Member
Posts: 7
Joined: Tue Dec 04, 2012 4:23 pm

Postby dbreinholt » Sat Dec 08, 2012 9:41 am

RussellHltn wrote:Just so we know, what worked? The refresh or ordering the records?


I requested the records by using the member's name, birthday and membership number. Maybe using all three helped.


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