Tithing Settlement report does not match Year-to-date report

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
jhardy355
New Member
Posts: 38
Joined: Sun May 01, 2011 4:24 pm

Re: Tithing Settlement report does not match Year-to-date re

#21

Post by jhardy355 »

sghall wrote:You will have to do a send/receive first. Afterward, I believe they should sync up.
Yes. They did sync up and I was able to print a complete tithing statement.
kylemori
New Member
Posts: 1
Joined: Sun Feb 16, 2014 12:44 pm

Re: Tithing Settlement report does not match Year-to-date re

#22

Post by kylemori »

We have an issue in which several donors.are showing up as non-members on the year end report. Is there a way to change this?
russellhltn
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Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

Re: Tithing Settlement report does not match Year-to-date re

#23

Post by russellhltn »

kylemori wrote:We have an issue in which several donors.are showing up as non-members on the year end report. Is there a way to change this?
Are the donor records tied to thier membership?
Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

So we can better help you, please edit your Profile to include your general location.
jdlessley
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Location: USA, TX

Re: Tithing Settlement report does not match Year-to-date re

#24

Post by jdlessley »

kylemori wrote:We have an issue in which several donors.are showing up as non-members on the year end report. Is there a way to change this?
Yes, if those donors are members of your ward. If they are then go to Finance > Add/Update Donors and click on the donor name. Change the "Member Type" from "Not a member/Miscellaneous" to "Member of Unit" and click the "Select" button to locate and select the member's name. Once this is done the donor record will be tied to the MRN.

Note that if the donor record name is not exactly the same as the member's name of record then changing the member type will not be possible. Instead a new member donor record must be created. Once the new member donor record is created then the nonmember donor record can be merged with the member donor record.
JD Lessley
Have you tried finding your answer on the ChurchofJesusChrist.org Help Center or Tech Wiki?
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