Miscellaneous donor can't be deleted

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
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Miscellaneous donor can't be deleted

Postby Cameronmp3 » Tue Aug 22, 2017 6:16 pm

We have run into a situation where a deceased member of our ward is showing up on the miscellaneous donor list and we are not able to remove them or fix this. Any ideas?

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Re: Miscellaneous donor can't be deleted

Postby russellhltn » Tue Aug 22, 2017 6:26 pm

Moved to Finance since this is a donor issue.

Typically you can't delete anything until the record retention period is past. For the US, that's 3 years plus current.

But you should be able to set it as inactive so it won't appear when you're trying to do donations.
Have you searched the Wiki?
Try using a Google search by adding "site:tech.lds.org/wiki" to the search criteria.

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