HPaulsen wrote:Interesting. It seems strange that I remember so vividly a non-existent change: when filling out donations where people donated $10 to every category, I could just tab down the whole way (except for Other). Then for the past several weeks I've been doing the same thing out of habit but have to go back to correct myself.
I don't have access to an older version of MLS right now, but I think you are right about there being a change to MLS in what fields you can tab to as you enter donations. As I said before, there has been no change in the fact that there are subcategories, but now (at least in with the test data) you can't tab to the Missionary field to simply enter an amount; rather you are required to go into the popup menu to enter the category or subcategory. If that's correct, then that would be a bit disconcerting to clerks who have developed certain habits as they efficiently enter donations into MLS (I'm at the stake level now, so we do far fewer, and much smaller deposits than do the wards).
HPaulsen wrote:But looking back at an older version of MLS (2.9.3) with test data, I see a donation category tree that is years out-of-date. I suppose that the donation category information is a separate module of MLS that is updated during send/receives (and of course not updated during the dummy-send-and-receives when using test data).
The high-level donation categories have not changed in years, so updates during send/receive really aren't an issue for the Ward Missionary account. Any subcategories are created and maintained locally. So I don't think this has anything to do with any changes that might have been downloaded during send/receive.
HPaulsen wrote:I apologize if it sounded like I was complaining. I suppose I was - the (non-existent?) change has been an irritation for me. But more to the point, I am perplexed as to why the Ward Missionary fund would have sub-categories if donations to individual missionaries are not accepted. If I wanted to "work with the missionary families for the commitments they may have made", I would check their donor statement....
While it's true that there are no "donations to individual missionaries," it is still helpful to track donations and expenses on behalf of individual missionaries.
By using subcategories you can get a much better report than a donor statement would provide. An Income and Expense summary (or detail) report will show:
- Both donations and expenses in each subcategory
- Donations from a variety of individuals (perhaps grandparents, or other ward members are contributing on behalf of a particular missionary)
- The balance, which shows at a glance if there is a surplus or deficit.