Getting Started for New Clerks

Discuss basic duties of stake and ward clerks, including where to begin.

Topics (418)

Topic
Replies
Views
Last post
Sending Mass Texts
by wsterr »
16
28,133
old ordinances
by myrick99 »
2
398
Changing current legal name
by donatjr »
2
674
Question about consent forms
by donatjr »
3
2,466
Membership Audit Help
by Naschuster »
9
3,599
Ordering Tithing Envelopes
by rjscorpion »
11
13,468
Ward Clerk helpline phone number
by ramo0031 »
15
21,545
records moved
by billwills »
1
822
Child Blessing Form
by slowenp »
1
773
A Map of our Ward Building?
by kevp453 »
5
3,459
Check number
by barrettgodfrey »
2
2,447
Issue With Quarterly Report
by JamesRowley »
6
5,010
Meeting minutes
by lehrschallbrian »
7
15,504
Clerk training - cheat sheets
by betcher »
16
23,556
reporting fraud
by vince1981 »
6
11,957
Annual ward history template?
by rocknrone »
96
83,929
Unable to Submit Finance Report
by frugeru »
1
6,290
Ward history
by franklinr »
2
2,714
Photos
by snoopy49 »
1
2,521
Incorrect viewing of ordination
by mailkex »
1
5,499
Individual Ordinance Summary
by jensky »
12
11,383
Two EQ Secretaries
by dandaman74 »
23
9,355
Setting up an automatic donation
by Huntct »
1
1,492
Cannot add name in Split EQ
by r_vinoya »
2
1,362
Prior Quarterly Report Data
by RJSears »
1
818
Recording Baptisms
by lewiswf1 »
5
2,486
FIle ORganization
by aaron.grames »
3
1,809
Sacrament Meeting Attendance
by spark1960 »
22
11,243
A group exemption letter
by jebdaddy »
13
3,841
access to reports
by lrleggieri »
1
1,137
Ward Quarterly Report
by ldelatori »
3
2,237
New Bishop With Competing Rolls
by lamonty »
7
2,308
Ward Weekly Bulletin?
by CRCente »
18
11,266
Clerk to attend ordinations
by zaneclark »
1
1,523
MLS user manual
by luisloayza »
0
1,368
Temple Recommend Book
by marcfromm »
6
9,192
Processing weekly deposits
by armandojavierg »
2
1,939
Atm application for the new bishop
by jda008 »
1
1,541
Quarterly Audit
by robbygold »
2
2,162
District Exec help please.
by MikeB51 »
3
1,950
Need help with records
by dbreinholt »
19
8,906
Baptism Record storage
by rdcross »
2
1,532
Advice for Moving Records
by derekdrennan »
10
11,890
New Missionary Finance Tips
by nbllds-p40 »
59
45,652
Brand new ward
by showseason »
1
1,486
Children not showing on lists
by ktjohnson »
2
1,826
New Clerk and Want Advice
by allenjblodgett »
1
1,887
Stake YM LDS Tools access
by allredjerry »
1
1,532
Quarterly Report Woes
by bedone »
3
2,791
electronic request for funds
by rkpalmer1 »
2
1,820
Branch Clerk for 2 branches
by hyunajensen »
6
2,879
Church Calling History Report
by nwoo »
3
2,772
LCR Access
by garthpedersen »
1
2,357
Quarterly Report
by jamesluna »
11
7,279
Signature for Cheques
by dprebble »
1
1,623
Youth Records
by brofisher »
1
1,220
Who Trains a Financial Clerk?
by cahoca »
2
2,060
Creating a new Ward unit
by Texan »
7
5,810
New local deposit bank?
by mprusse »
2
2,284
Stuck in custom calling mode
by zaneclark »
5
2,470
Access to endpoint managment
by matthewk »
0
1,337
Birthday Lists
by nateesplin »
2
3,060
Custom Reports
by zaneclark »
9
3,984
SLOW internet access; how to fix?
by lomondview »
4
2,674
Gathering Quarterly Report data
by drepouille »
8
3,734
Duplicated Membership Record
by krhinkey »
4
2,606
Stake financial clerk training
by ashely »
7
6,983
Clerk Training
by drepouille »
26
14,822
tax deduction eligibility?
by lomondview »
6
2,938
Putting all lists in Excel?
by lomondview »
1
1,522
Membership Audit
by momasboy »
13
13,486
Importance of accurate records
by drepouille »
42
15,062
Branch President Change
by spler »
2
1,806
Moved In Records
by rsteed »
3
1,780
Mass Text and Emails on Stake Level
by sbarzee1 »
11
6,347
custom lists in LCR
by ddodds »
3
2,293
Ordering Deposit Slips
by Laronius »
9
17,527
Help with boundary changes
by momasboy »
3
1,676
Filing records after Q3/4 audit
by aclawson »
1
1,546
Official Tax Document
by Jester_ag »
1
2,148
Move Ward Missionary funds around?
by tubaloth »
2
2,137
Tithing from other wards
by tubaloth »
1
1,533
Cannot align printing on checks
by toogooda »
2
2,468
Finding MLS
by jmower »
14
5,982
Welfare Request Form
by sambrand »
1
3,161
Reimbursement Check
by maldwin »
7
4,176
Cheque/Check printed incorrectly
by toogooda »
2
2,791
Record removal
by AndrewRodgers »
2
1,846
new bishop, new clerk
by agr8zebra »
5
2,551
Mobile Platforms and Calendars
by mafisk »
5
2,358
Discipline letter
by llasater »
6
9,832
MLS clean up checklist
by doclove »
9
4,182
Wrong Cleck Amount
by agr8zebra »
1
1,066
Geocodes
by lehrschallbrian »
6
3,767
Advice For New Clerks
by ericwerny »
2
2,383
Replacement temple recommends?
by joshbingham »
8
15,090
Signature Card on MLS
by kenfarley »
3
2,082
How long to have permissions set?
by alandd »
13
3,892
Fonts
by mimaurer »
3
1,332
Sales tax on reimbursement forms
by milleju »
2
2,365
Printer Mangled Checks
by maldwin »
5
2,251
Donor list
by maldwin »
4
2,025
Blessing Certificate Search
by maldwin »
7
3,771
Assistant clerk access to HB1
by drepouille »
25
7,677
Supporting High Counciler
by lewiswf1 »
7
2,635
Who can Access MLS
by kleinman »
5
3,251
Priesthood Ordination process
by WatrousSB »
24
8,851
Annotating Records
by maldwin »
3
2,080
members address search
by farnsluis »
2
1,082
Cleaning out the clerk's office
by drepouille »
23
9,521
Member Record Number Privacy
by Thaiboyzdad »
14
5,203
common law marriage
by Thaiboyzdad »
1
2,350
Defaults
by lolawade »
1
918
New Stake . . . New Patriarch
by tomj »
1
1,732
Missing expense records
by wemrz »
3
1,991
email attachments
by wemrz »
4
2,167
Birthdays
by mserious1 »
1
933
small YW organization
by cparsons07 »
6
1,554
Ordering Temple Books
by twalke »
5
4,385
RKATS page has been changed
by drepouille »
1
1,229
Adoption
by sodathecat »
1
989
Stake Clerk
by gkpaenga »
1
967
Handbook 1
by lehrschallbrian »
8
4,778
Training Video Downloads
by cdw3423lds »
1
1,065
Training Videos
by BarryHill »
3
3,188
help MLS 3.5
by eddyamuleck »
2
1,101
Clarification on Retention Policy
by jeffnye »
10
5,176
YSA Ward Question
by lehrschallbrian »
2
1,384
Agent Ward
by lehrschallbrian »
6
3,673
Locked out of MLS
by WWS36 »
5
1,969
I Need A Link
by ulquiorra04 »
1
1,100
Handout - intro to LDS.org
by bkazmierski »
2
1,834
Quarterly Report
by ctbarrett »
5
2,432
Training for Clerks
by nwosuac »
2
2,338
How LUBA is calculated?
by earlpablo »
2
2,847
MLS and CDOL Out of Sync
by dannyyeo »
4
2,276
Personal Progress Specialist
by scworkman »
2
3,059
Cleaning out the clerks' office
by regoarrarr »
8
4,984
Finding membership
by jrawlin »
2
1,381
Another re-start Question: WardInfo
by HansG »
1
1,365
Getting (Re)Started as a Clerk
by HansG »
4
2,093
Order form for Patriarchal Blessings?
by nck25 »
1
1,720
New Clerk
by souf »
5
2,299
Member record - Can't find
by JRP1975 »
5
2,188
New Member "roll"
by nweyand »
14
4,393
Quarterly vs. Monthly Reports
by jvmoore13 »
15
25,469
New Bishop
by mklobaas »
4
2,784
Policy on policies
by wyrmwud »
2
2,025
Getting Organized
by office dweller-p40 »
15
9,442
Geo Code Usage
by sgrigg »
20
6,998
Geo Code Usage
by barnold »
0
49
Ward split question on tithing
by hammerc »
7
3,096
Tax ID
by JohnCLarson »
3
3,039
New Clerk Resources!
by zaneclark »
3
2,126
Training
by lehrschallbrian »
3
2,301
What to do with extra materials
by PhilC »
2
1,763
Who should get an MLS account?
by nathangg »
4
2,576
Sacrament Language
by jonejam2 »
4
18,292
Membership Audits
by jonejam2 »
1
1,238
Help - New clerk With 2 questions
by jonejam2 »
3
2,054
Current training material
by jamesbcomstock »
1
1,260
Agent Ward
by Newt »
12
13,373
Billing to Unit
by AdobeNinja-p40 »
1
1,591
Who can set apart a Ward Clerk?
by hooson »
18
11,692
converting ward lists into excel
by PSpencer-p40 »
15
11,472
YSA Branch Leadership Records
by Kyrandita »
9
4,732
Recommended Filing System?
by dgmorrisjr-p40 »
10
8,756
Disciplinary Council
by mklobaas »
5
8,542
Auditor Training
by delsimcox-p40 »
3
5,791
Seminary Registration
by sfraser-p40 »
10
14,179
Not Receiving Notifications
by gregtaylor »
7
3,239
ward leadership report
by Vince1981-p40 »
2
2,163
LUWS access for out-of-unit members
by kboogert »
8
3,677
Membership Number ending "A"
by kmalone-p40 »
12
15,943
Primary rolls messed up
by rexgj »
1
2,092
Tithing Statement vs Donor Statement
by rexgj »
2
2,868
Clerk Certification?
by LindsayRE »
5
2,961
Old Uncleared checks
by rexgj »
6
5,839
Greetings from Arkansas
by nessie-p40 »
1
2,012
Transfer of Funds
by mklobaas »
2
2,697
New Move in Form
by hillam-p40 »
2
4,918
Other account procedures
by rexgj »
4
2,950
Budget Allowance Dollar Amounts
by rexgj »
2
2,140
Stake Clerk - Computer Users
by mklobaas »
1
1,492
A New Bishop, What to do?
by johnshaw »
5
6,888
MLS User Access Levels
by dedgovel »
10
6,414
Membership Info, who can have?
by kmalone-p40 »
12
5,983
MLS download login
by alextovey-p40 »
6
4,964
Helpful Documents
by Bethuel-p40 »
4
2,768
NSF Check Question
by ucsutah-p40 »
2
2,237
Suggestions for new training modules
by opee »
4
4,846
Ordination to HP
by kmalone-p40 »
5
3,733
Child becoming Head of House
by johnshaw »
1
2,076
Address Labels
by curtbentley-p40 »
1
3,029
Stake Conference
by natrx-p40 »
6
4,690
Budget Categories
by boofuss60-p40 »
5
5,934
Phone Numbers
by jthornock-p40 »
1
2,829
COI Updates?
by lmemmott-p40 »
5
4,314
Starting a missionaries account
by MVclerk-p40 »
2
3,841
Old manuals
by sfraser-p40 »
4
5,162