Separating and Correcting old donations

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
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ElliotQuinton
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Joined: Wed Nov 03, 2010 10:54 am
Location: Issaquah, WA

Separating and Correcting old donations

Postby ElliotQuinton » Sun Nov 27, 2011 12:50 pm

Help me solve a problematic situation. During tithing settlement, a member raised the concern that many of their contributions have been incorrectly attributed to their son. Both father and son have the same name, live in the same house, have wives who's name differs by only one letter, both use bill-pay checks generated by Chase, and neither ever submit donation slips. Its a bit of the perfect storm waiting to happen; of course, a few donations went to the wrong name.

Several of the errors were easy to correct, because the entire slip was entered for the wrong name and could be reassigned. However, on two occasions, both father and son made donations on the same week and their checks were combined into a single donation slip.

In MLS, I can't seem to edit anything other than the name and the allocation/amounts (tithing, FO). I can't add a new slip, alter the checks (or break one off to a new donation), or delete/recreate new donation slips. I understand that batch has limitations to how it can be altered, but I'm not sure how to correct this issue (or best way).

Obviously going forward are refining what we expect from these members, and the way we will process this special case.
Bro. Elliot Quinton
Ward Finance Clerk
Issaquah 5th Ward

russellhltn
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Postby russellhltn » Sun Nov 27, 2011 1:17 pm

I'd suggest calling local unit support on Monday. It sounds like you don't have the tools to fix it yourself.
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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ElliotQuinton
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Posts: 9
Joined: Wed Nov 03, 2010 10:54 am
Location: Issaquah, WA

Postby ElliotQuinton » Mon Nov 28, 2011 9:40 am

Ya, that was an easy (obvious) call to CHQ. Quickly resolved, and the analyst recommended setting up one of the households with direct deposits to CHQ (there were more details to the story I didn't share).
Bro. Elliot Quinton

Ward Finance Clerk

Issaquah 5th Ward


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