Transferring misplaced funds from Other to Tithing

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raklet-p40
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Transferring misplaced funds from Other to Tithing

Postby raklet-p40 » Sun Nov 15, 2009 1:13 pm

I had a tithes and offerings slip come in a couple of months back. There was an amount written in the "Tithing" area. There was also an amount written in "Other".

I entered the donations accordingly - one amount in "Tithing" the other amount in "Other".

Now another slip from the same individual has come in - one amount in "Tithing" another amount in "Other" but this time in small print the "Other" amount was specified as tithing for a second member in the family. I called the family and they confirmed that all their slips are like that.

So, the slip from a couple months back that I placed the amount in "Other" should actually be a tithing donation for a second family member. MLS will not let me transfer from Other to Tithing.

How can I fix this problem so that the money is placed in Tithing where it belongs?

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Mikerowaved
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Postby Mikerowaved » Sun Nov 15, 2009 1:41 pm

The proper way to fix this is not by a transfer, rather by going back and adjusting the original donation in MLS. Since the "other" part of the donation was intended to be from another family member, it really needs to be made under that family member's name. This is done in MLS by deleting the "other" part off of the first donation and saving it, then creating a new slip in that same batch under the name of the other family member showing the correct tithing amount.

That's the procedure, however, if the donation was made with a single check, it will be difficult to break that up into 2 amounts (one for each family member), without showing two different checks in MLS. If that's the case, I don't have an easy answer.

BTW, generally donations to "Other" are for a specific purpose. I'm curious, how did the recording clerk know which "Other" sub-category to use to record the donation?
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aebrown
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Postby aebrown » Sun Nov 15, 2009 1:49 pm

Mikerowaved wrote:however, if the donation was made with a single check, it will be difficult to break that up into 2 amounts (one for each family member), without showing two different checks in MLS. If that's the case, I don't have an easy answer.


In the case of two slips for one check, you simply enter the first person's tithing donation on the left hand side of the donation screen, then press the New Slip button at the bottom of the left hand side. Then you can enter the second person's tithing donation. Then you move to the right side and enter the single check. The New Slip button is precisely for this situation.

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Mikerowaved
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Postby Mikerowaved » Sun Nov 15, 2009 2:19 pm

Alan_Brown wrote:In the case of two slips for one check, you simply enter the first person's tithing donation on the left hand side of the donation screen, then press the New Slip button at the bottom of the left hand side. Then you can enter the second person's tithing donation. Then you move to the right side and enter the single check. The New Slip button is precisely for this situation.

Thanks, Alan. Yeah, I now remember reading about that, but I've never had an occasion to use it.
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jdlessley
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Postby jdlessley » Sun Nov 15, 2009 2:21 pm

Each member, with the exeption of husband and wife making a combined donation, should provide a separate "Tithes and Other Offerings" slip for their individual donation even when a single check is written for a group of people. The MLS procedure Alan described covers this situation.

A technique I use to help make sure the amount on the check is the total for all donation slip amounts is to enter the first donation slip information followed by the check number and amount before clicking the "New Slip" button. MLS then shows the difference between the check amount and any donation slip(s) amount(s). When all slips are entered there should be no difference amount.
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Have you tried finding your answer on the LDS.org Help Center page or the LDSTech wiki?


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