out of unit donations

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
arthurjoy
New Member
Posts: 1
Joined: Mon Aug 07, 2017 8:08 am

out of unit donations

Postby arthurjoy » Mon Aug 07, 2017 8:17 am

An out of unit member (missionary) was logged as a nonmember at time of donation(s). Can't merge with updated (member) donations.

russellhltn
Community Administrator
Posts: 22546
Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

Re: out of unit donations

Postby russellhltn » Mon Aug 07, 2017 10:06 am

You can try contacting Local Unit Support and see what they suggest.
Have you searched the Wiki?
Try using a Google search by adding "site:tech.lds.org/wiki" to the search criteria.

jboyce50
New Member
Posts: 4
Joined: Wed Mar 27, 2013 3:15 pm

Re: out of unit donations

Postby jboyce50 » Mon Aug 07, 2017 10:49 am

arthurjoy wrote:An out of unit member (missionary) was logged as a nonmember at time of donation(s). Can't merge with updated (member) donations.

One way to resolve the issue is first, to verify that you have the 'out of unit' Member Number. Go back into MLS / Finance/ Review and Edit Donations. Select the donation batch and date when the member entered the donation and was a non-member. Revise the individual donor to the correct one now that you have the Donor's Membership #. That will place the donation in the right place, show up on that Donor's year end report, etc. You will not have to worry about the merging process.

Jim Boyce
Clifton, ID 2nd Ward


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