Hiding Dormant Payees and Donors for Year End
Posted: Sat Dec 28, 2013 6:36 pm
Just a reminder that any Payees or Donors who have no activity
during the retention period, and you want off the books, need to be
set to "Hidden" prior to closing the Fiscal Year. You can use Add/Update either
Donors or Payees to do so. If not set to "Hidden" they will be carried forward into 2014
regardless of dormant activity. If in doubt, I recommend setting all the Payees to
"Hidden", Closing the Fiscal Year, and then bringing whatever is left back as visible.
We had a ward with 440 payees, who by using this trick, was able to clear 264 dormant
payees (60% of the 440, who had no transactions in the retention period). Not a bad
trade for 15-20 extra minutes of clerk work. It's too bad MLS doesn't take care of this
as part of the fiscal close, but saving volunteer clerk time has never really been much of a
priority for the church.
during the retention period, and you want off the books, need to be
set to "Hidden" prior to closing the Fiscal Year. You can use Add/Update either
Donors or Payees to do so. If not set to "Hidden" they will be carried forward into 2014
regardless of dormant activity. If in doubt, I recommend setting all the Payees to
"Hidden", Closing the Fiscal Year, and then bringing whatever is left back as visible.
We had a ward with 440 payees, who by using this trick, was able to clear 264 dormant
payees (60% of the 440, who had no transactions in the retention period). Not a bad
trade for 15-20 extra minutes of clerk work. It's too bad MLS doesn't take care of this
as part of the fiscal close, but saving volunteer clerk time has never really been much of a
priority for the church.