how to use MLS to correct donation errors

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gwagley
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how to use MLS to correct donation errors

Postby gwagley » Sun Nov 18, 2012 9:15 am

I had a brother come to me recently with his donation statement. Apparently his donation to the Ward Missionary Fund was incorrectly recorded as Tithing a few months ago. I'm still fairly new at this and can't seem to find a how-to on fixing this in MLS. Could someone point me in the right direction? Thanks!

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aebrown
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Postby aebrown » Sun Nov 18, 2012 10:36 am

Go to View/Update Donations, then locate the batch that contains the incorrect donation. Click on the batch date to edit the batch. Then find the particular donation and edit it to have the correct categories.
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gregwanderson
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Postby gregwanderson » Sun Nov 18, 2012 10:57 am

Not to worry. It is not difficult to correct this. I don't have MLS in front of me now but it goes something like this. From the main Finances page, go to View Donations (or maybe it's called View/Update Donation). Find the batch that needs to be corrected and click (double-click?) on the name of the batch to view donations. Then click on the donor name for the specific donation to be corrected. This will open a screen just like the one you see when recording a donation on Sunday. Change the things that need to be changed (change the tithing to zero and enter the correct amount for ward missionary). Then click save. MLS will bring up a box asking the reason for the change. Enter something that will make sense to others because it will show that reason on the donor's statement.

When you go to close the window for this batch you'll be prompted to print the batch report again. Go ahead and print it to file with the original paperwork from the day the donation was first recorded. As long as this correction doesn't affect the total dollar amount of the deposit you can make these kinds of changes without a phone call to headquarters. Use the same procedure if you need to change the donor name (for example, a donation was recorded correctly in every way except it was credited to the wrong donor).

gwagley
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Joined: Sat Feb 18, 2012 6:30 pm
Location: Orem, Utah, USA

Postby gwagley » Sun Nov 18, 2012 11:36 am

Thanks for the replies y'all. I will fix this today. It shouldn't change the total submitted for the batch so I won't need to call. Thanks for mentioning that point. I really appreciate the help.

mabasasf
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Re: how to use MLS to correct donation errors

Postby mabasasf » Sun Oct 09, 2016 10:44 am

Hi can i ask is it wise to add old donations on the MLS as we have just receive the computer after 6 months of our Unit inception..and must back date the donation according to the date of the slip?

russellhltn
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Re: how to use MLS to correct donation errors

Postby russellhltn » Sun Oct 09, 2016 11:01 am

mabasasf wrote:Hi can i ask is it wise to add old donations on the MLS as we have just receive the computer after 6 months of our Unit inception..and must back date the donation according to the date of the slip?

All donations must be recorded somewhere. If you were sharing another ward's computer, then those records should make their way to your computer eventually.

Or did you go 6 months without recording donations?
Have you searched the Wiki?
Try using a Google search by adding "site:tech.lds.org/wiki" to the search criteria.


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