Discuss basic duties of stake and ward clerks, including where to begin.
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I am a relatively new Ward Clerk, and we have a new bishop who was called within the last few weeks. He asked me whether it is possible to print a report from the financial records that would indicate who has received fast offering assistance within the last year, and whether that information can be reported on a member basis, as opposed to a payee basis. I know that we can create a report that would reflect how much is being paid to the local utility company (for example), but unable to determine whether there is a way to identify how much has been expended for Bro. John Doe over the last 1-2 years. Do anybody know if this type of reporting capability is available?
If memory serves, there is a Recipient report that will show the transactions paid for the benefit of each fast offering recipient (that is, the member getting the aid). I believe that report can be filtered by member and date range, but not by category (housing, food, utilities, other). The ability to produce subtotals is quite limited.
I am relatively new as well, our bishop asked the same type of question... What I have started doing is looking at each month to show the recipient, but I shrink mine to only show the person only. Then I manually put it into Excel. I do this with the food orders as well. This way our bishop can see who has received what over the past 3 years. I decided 3 years should be enough and I will document it going forward. But you can pull that query, it just cannot be exported where you can manage it easier.
The fast offering recipient report should give you most of the information you need. All fast offering payments are listed and you can generate either a summary report (total payments for each recipient for a date range) or a detail report for a specific recipient. The only thing missing there that was mentioned above would be food orders.
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