Search found 18 matches

by deuel
Wed Feb 05, 2014 5:27 pm
Forum: Reports and Forms
Topic: New Quarterly Report for 2014
Replies: 74
Views: 15306

Re: New Quarterly Report for 2014

I also see a new section at the bottom, appearing by itself on the last page, entitled "Convert Detail" asks for the following: ⋅ Name ⋅ Sex ⋅ Age ⋅ Priesthood ⋅ Attended sacrament meeting at least once last month ⋅ If 12 or older...
by deuel
Mon Jan 27, 2014 5:10 pm
Forum: Reports and Forms
Topic: New Quarterly Report for 2014
Replies: 74
Views: 15306

Re: New Quarterly Report for 2014

...I would expect the bishops to check their incoming mail, and promptly pass such official letters on to their ward clerks. Such letters should be at least discussed in bishopric meeting, if not also filed for future reference. ...Communication is always a challenge... For what it's worth, our war...
by deuel
Fri Jan 24, 2014 5:41 pm
Forum: Membership Help
Topic: Members moved out report
Replies: 5
Views: 1005

Re: Members moved out report

We just had a member moved out of our unit and it shows on the report but how do I learn to which unit the record was moved? We don't understand why the transfer was made and need to determine where the record went. You can't tell where the record was moved from any systems you have access to. So y...
by deuel
Fri Jan 24, 2014 5:27 pm
Forum: Membership Help
Topic: Received 20 Old Membership Records
Replies: 31
Views: 4236

Re: Received 20 Old Membership Records

notchback wrote:How does one send them back to SLC? We also got 20. Some we know are not here, others we are investigating.

Send them back to SLC (i.e. Unknow Address) the same way they were sent the first time. Use the "Move Records Out" option, and indicate no known address.
by deuel
Thu Jan 16, 2014 5:39 pm
Forum: Reports and Forms
Topic: Quarterly Report Discrepancy: MLS vs. Web
Replies: 13
Views: 2139

Quarterly Report Discrepancy: MLS vs. Web

While preparing our Quarterly Report, I noticed 4 pre-filled data lines (i.e. Single Adults, Endowed Members, Primary) had differing numbers between MLS and that displayed under the Clerk's Resources on "lds.org" - any thoughts and/or similar experiences? The most notable are the two lines...
by deuel
Tue Jan 14, 2014 8:02 pm
Forum: Reports and Forms
Topic: Quarterly report modifications
Replies: 6
Views: 1632

Re: Quarterly report modifications

Can ward clerks modify quarterly report information after the quarter has expired? During the quarter, any change made to the report will update the report, but I do not believe that is possible after the end of the quarter, because a new quarterly report baseline loads at that point. Actually, I o...
by deuel
Mon Dec 23, 2013 2:26 pm
Forum: Local Unit Finance
Topic: tithing settlement sign up.
Replies: 13
Views: 4366

Re: tithing settlement sign up.

After the current year ends, the donor should also receive (and/or ask for) official tax receipts from the other wards to help them file with the government. From what others have said, I believe that will flow automatically to the current ward. But it will not arrive in time for tithing settlement...
by deuel
Wed Dec 11, 2013 12:34 pm
Forum: Local Unit Finance
Topic: tithing settlement sign up.
Replies: 13
Views: 4366

Re: tithing settlement sign up.

I'll add a further suggestion. After your bishop sets Tithing Settlement dates, only post the first couple of dates' signup sheets. As they fill up, add additional dates and remove the complete ones. When I was a ward clerk, we found this practice ensured blocks were full of appointments. Another a...
by deuel
Sun Nov 10, 2013 8:41 pm
Forum: Local Unit Finance
Topic: Instructions & Question- Donation Statement of Contributions
Replies: 2
Views: 1544

Re: Instructions & Question- Donation Statement of Contribut

We received a similar item earlier this year via MLS (i.e. Finance > Finance Statements), member contributions made to other units during 2012. The instructions arrived January 1st, Name: "Jan 2013 Annual Charitable Cash Contributions Official Tax Summary Statement", Form: "Miscellane...
by deuel
Fri Oct 25, 2013 1:13 pm
Forum: Getting Started for New Clerks
Topic: Anyway to look up leaders in other wards?
Replies: 7
Views: 1448

Re: Anyway to look up leaders in other wards?

My sincere apology! I did not make the connection between the acronym "CDOL" and "Church Directory of Organizations and Leaders". However, I was under the impression that Auxiliary Organizations were listed, but I now see they are not, only the Bishopric.

Go to advanced search