Combining donation amounts into one statement

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ccooper
New Member
Posts: 1
Joined: Tue Jan 20, 2015 9:37 am

Combining donation amounts into one statement

Postby ccooper » Tue Jan 20, 2015 9:40 am

We have a member who was re-baptized this past year. He made contributions the entire year, but they show up in two spots, one as a non-member and the other as a member. Can we combine these entries to print one statement?

Thanks.

CC
Charleston, SC

jdlessley
Community Moderators
Posts: 6522
Joined: Sun Mar 16, 2008 11:30 pm
Location: USA, TX

Re: Combining donation amounts into one statement

Postby jdlessley » Tue Jan 20, 2015 11:48 am

The combining is done by merging the nonmember donor record with the member donor record. In MLS go to Finance > Add/Update Donors. Then click the Merge Donors button. The "From Donor" should be the nonmember donor record while the "To Donor" should be the member donor record.
JD Lessley
Have you tried finding your answer on the LDS.org Help Center page or the LDSTech wiki?

Machtyn
New Member
Posts: 7
Joined: Sun Jan 11, 2015 9:59 am

Re: Combining donation amounts into one statement

Postby Machtyn » Sun Feb 08, 2015 10:14 am

I tried this, but every time I select the "From" member, it shows the non-member record. When I select the To Donor field, the Member record is not displayed nor recognized.

Machtyn
New Member
Posts: 7
Joined: Sun Jan 11, 2015 9:59 am

Re: Combining donation amounts into one statement

Postby Machtyn » Sun Feb 08, 2015 10:17 am

I think I found out why. The member is no longer a member of our branch, but has moved. I can no longer merge his non-member record with his member record. (Bug?)


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