use and retention of MLS printouts
- opee
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use and retention of MLS printouts
Does anyone know what the proper procedure is for keeping/disposing of MLS printouts that are common, like "Member Transaction Report", "Financial Transaction Report", summary from member transactions, etc.?
The Use and Retention form that shows what to keep and throw away does not specifically talk about MLS reports.
The Use and Retention form that shows what to keep and throw away does not specifically talk about MLS reports.
- thedqs
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- JoshuaK-p40
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When I called clerk support about this they told me that all Financial records/reports are to be kept for 3 years plus the current year for the U.S. and 5 years plus the current year for Canada. Membership records/reports are to be kept for as long as the member is in the ward and as long as they are needed. You would dispose of them by destroying/shredding them.
- opee
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JoshuaK wrote:When I called clerk support about this they told me that all Financial records/reports are to be kept for 3 years plus the current year for the U.S. and 5 years plus the current year for Canada. Membership records/reports are to be kept for as long as the member is in the ward and as long as they are needed. You would dispose of them by destroying/shredding them.
Does the "all Financial Records/Reports" include the printouts from MLS when transactions are made to SLC?
Do the reports that you have the option of printing for membership transactions count too?
- Skyhawk-p40
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Question 1 - Yes. They can be kept for auditing purposes, to verify that the transmission was successful.opee wrote:Does the "all Financial Records/Reports" include the printouts from MLS when transactions are made to SLC?
Do the reports that you have the option of printing for membership transactions count too?
Question 2 - Refer to JoshuaK's response (as long as the member is in the ward, and/or as long as they are needed). For further instruction on this one, see the Handbook of Instructions on record keeping and consult with the bishop, since he is the one that has stewardship over the membership records.
Hope that helps!
- terrysackett
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When I was trying to find the answer to this very question, I came across a wonderful document that can be downloaded directly from the Distribution Services site. It's called "Use and Retention of Records and Reports-2006". I'm sure it is still valid because there is no other document that says "2007", nor does it say it is only valid for 2006. You can also order printed copies from Distibution Services, and I think it's in the catalog.
It says it is for wards and branches in the United States, so I don't know if there are resources for our brethren in the rest of the world.
It says it is for wards and branches in the United States, so I don't know if there are resources for our brethren in the rest of the world.
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- terrysackett
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