Combining donation amounts into one statement

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ccooper
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Posts: 1
Joined: Tue Jan 20, 2015 9:37 am

Combining donation amounts into one statement

#1

Post by ccooper »

We have a member who was re-baptized this past year. He made contributions the entire year, but they show up in two spots, one as a non-member and the other as a member. Can we combine these entries to print one statement?

Thanks.

CC
Charleston, SC
jdlessley
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Joined: Mon Mar 17, 2008 12:30 am
Location: USA, TX

Re: Combining donation amounts into one statement

#2

Post by jdlessley »

The combining is done by merging the nonmember donor record with the member donor record. In MLS go to Finance > Add/Update Donors. Then click the Merge Donors button. The "From Donor" should be the nonmember donor record while the "To Donor" should be the member donor record.
JD Lessley
Have you tried finding your answer on the ChurchofJesusChrist.org Help Center?
Machtyn
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Joined: Sun Jan 11, 2015 9:59 am

Re: Combining donation amounts into one statement

#3

Post by Machtyn »

I tried this, but every time I select the "From" member, it shows the non-member record. When I select the To Donor field, the Member record is not displayed nor recognized.
Machtyn
New Member
Posts: 7
Joined: Sun Jan 11, 2015 9:59 am

Re: Combining donation amounts into one statement

#4

Post by Machtyn »

I think I found out why. The member is no longer a member of our branch, but has moved. I can no longer merge his non-member record with his member record. (Bug?)
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