Changing donation category

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
ftrovato
New Member
Posts: 1
Joined: Wed Aug 09, 2017 3:47 pm

Changing donation category

Postby ftrovato » Wed Aug 09, 2017 3:56 pm

I am the financial clerk for my ward. I accidentally submitted a contribution to Fast Offerings instead of Tithing. How do I go about fixing it in the MLS system?

eblood66
Senior Member
Posts: 2450
Joined: Mon Sep 24, 2007 8:17 am
Location: Cumming, GA, USA

Re: Changing donation category

Postby eblood66 » Wed Aug 09, 2017 6:11 pm

In MLS, select Finance > View/Update Donations, find the appropriate donation batch and click the link. Find the donation in the batch and then edit the amounts in the category. It will ask you for the reason and offer to re-print the batch report (which you should then file with the documentation for the batch).

scgallafent
Church Employee
Church Employee
Posts: 1249
Joined: Mon Feb 09, 2009 4:55 pm
Location: Riverton, Utah

Re: Changing donation category

Postby scgallafent » Thu Aug 10, 2017 7:45 am

This can also be done from Leader and Clerk Resources. (I'm on the LCR Finance beta. If you don't see this capability, it is coming soon for you.)

To make the change in LCR:
Choose Finance from the membership menu (if you aren't already in LCR Finance)
Choose Donations from the finance menu
Find the donation batch with the donation to be adjusted and click on the date to view the batch
Find the slip to be adjusted and click on the member's name to view the slip
Click the Adjust Donation button above the slip
Make the adjustments as instructed and save the slip

jdlessley
Community Moderators
Posts: 6686
Joined: Sun Mar 16, 2008 11:30 pm
Location: USA, TX

Re: Changing donation category

Postby jdlessley » Thu Aug 10, 2017 10:20 am

scgallafent wrote:This can also be done from Leader and Clerk Resources. (I'm on the LCR Finance beta. If you don't see this capability, it is coming soon for you.)

This capability is currently available and has been available for a number of weeks.
JD Lessley
Have you tried finding your answer on the LDS.org Help Center page or the LDSTech wiki?


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