printing financial statements for deceased emember

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dnroberts2@gmail.com
New Member
Posts: 1
Joined: Sun Nov 07, 2021 3:13 pm

printing financial statements for deceased emember

Post by dnroberts2@gmail.com »

How do I, as a clerk, print out a financial statement of a deceased member who no longer has records in the ward?

Dennis Roberts
Ward Clerk
Constitution Ward
[phone number removed]

[Moderator edit: Removed phone number. This is a public forum.]
garystroble
Senior Member
Posts: 987
Joined: Thu Oct 20, 2016 4:34 pm
Location: near Milwaukee, Wisconsin, United States

Re: printing financial statements for deceased emember

Post by garystroble »

dnroberts2@gmail.com wrote: Sun Nov 07, 2021 3:20 pm How do I, as a clerk, print out a financial statement of a deceased member who no longer has records in the ward?

Dennis Roberts
Ward Clerk
Constitution Ward
[phone number removed]

[Moderator edit: Removed phone number. This is a public forum.]
In LCR, go to tithing settlement, then donor statements. For the current year it may already be in the large PDF of pre-generated donor statements this time of year. If not, generate a new donor statement by their name below the pre-generated PDF. You can also generate a statement back 3 years by the new donor statement in that same area of the software in LCR by clicking on year end statement.
garystroble
Senior Member
Posts: 987
Joined: Thu Oct 20, 2016 4:34 pm
Location: near Milwaukee, Wisconsin, United States

Re: printing financial statements for deceased emember

Post by garystroble »

For going back in years, click on year end statement>generate new statement>use the drop down to chose the year you want.

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