Search found 62 matches

by jasonfitt
Wed Oct 16, 2013 1:30 pm
Forum: Local Unit Finance
Topic: Invoices
Replies: 6
Views: 1486

Re: Invoices

It would have to be an official invoice from the organization/vendor/business providing the goods or services. If the balance has not yet been paid, then you would make the check payable to the organization, not the member. If the member paid the invoice out of pocket, then the member would need to...
by jasonfitt
Wed Oct 16, 2013 1:24 pm
Forum: Local Unit Finance
Topic: Invoices
Replies: 6
Views: 1486

Re: Invoices

It would have to be an official invoice from the organization/vendor/business providing the goods or services. If the balance has not yet been paid, then you would make the check payable to the organization, not the member. If the member paid the invoice out of pocket, then the member would need to ...
by jasonfitt
Tue Oct 08, 2013 1:31 pm
Forum: Local Unit Finance
Topic: Missionary fast offering
Replies: 10
Views: 2460

Re: Missionary fast offering

We have 10 missionaries assigned to our ward. When they pay fast offerings we create a donor record for them using their real name. It literally takes seconds to do, and you can do it right there in the donation batch while you have it open. I don't see how putting it in a dummy donor saves much tim...
by jasonfitt
Wed Sep 25, 2013 2:04 pm
Forum: Membership Help
Topic: What to do with those clearly not interested
Replies: 7
Views: 1063

Re: What to do with those clearly not interested

I agree with lajackson, and immediately thought of 3 Nephi 18:32. Never give up on them because you never know when they'll come back. We recently had a member who previously did not want contact from the church, suddenly show up and paid tithing. Now we are in regular contact with him and working w...
by jasonfitt
Thu Sep 05, 2013 12:58 pm
Forum: Leader and Clerk Resources
Topic: LDS.org replacing MLS?
Replies: 24
Views: 3135

LDS.org replacing MLS?

Last Sunday (8/30/13) we received the attached notice from MLS SUPPORT. It basically states that eventually 'Clerk Resources' in LDS.org will be the primary resource for clerks to perform their duties, including finance. It sounds to me like the long term goal is to phase out MLS and transition to L...
by jasonfitt
Wed Aug 28, 2013 2:07 pm
Forum: Local Unit Finance
Topic: The Ward Void for Donations Through Church Headquarters
Replies: 3
Views: 1220

Re: The Ward Void for Donations Through Church Headquarters

If you donate directly to church HQ for a specific missionary's fund, the local unit should see it as income on the income and expense report in MLS. However, if that $500 donation was not applied to that missionary's fund, but instead applied to the general missionary fund, the local unit will have...
by jasonfitt
Wed Aug 28, 2013 12:10 pm
Forum: Reports and Forms
Topic: HELP: Recording a child baptism who is not in my unit
Replies: 19
Views: 2451

Re: HELP: Recording a child baptism who is not in my unit

Does the form require the name, birthdate, and MRN of those performing the baptism and confirmation, as the ordination forms do? If, so then those fields must be completed before the form is mailed to the unit that holds the membership record. We have some units in my stake that pre-print a stack o...
by jasonfitt
Thu Aug 22, 2013 5:45 am
Forum: Membership Help
Topic: How to use Postal Service to find a forwarding address?
Replies: 37
Views: 28093

Re: How to use Postal Service to find a forwarding address?

Sounds like they had a HT and VT problem. I rely on the HT's and VT's to provide the information for move outs. They are the first point of contact, if someone says so and so move then they better hand me an address as the HT and VT are the first point in finding the correct address. That, or they ...
by jasonfitt
Wed Aug 21, 2013 2:07 pm
Forum: Membership Help
Topic: How to use Postal Service to find a forwarding address?
Replies: 37
Views: 28093

Re: How to use Postal Service to find a forwarding address?

We send letters out all the time marked 'Returned Service Requested'. The visiting teachers often send letters out to their families, and we have requested they put that on the envelope. However, one of the steps required before we can move the record to the address unknown file is contact the occup...
by jasonfitt
Thu Aug 15, 2013 11:41 am
Forum: Getting Started for New Clerks
Topic: When and How do you count attendance in sacrament?
Replies: 42
Views: 12807

Re: When and How do you count attendance in sacrament?

My assumption given that when I was made clerk was the goal for attendance count was those present for the sacrament. If they came in late enough to miss that then it didn't count. So likely our count has been low from the late arrivals by 5 to 10 each week if any attendance counts. I have not read...

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