printing financial statements for deceased emember

3 postsstarted by dnroberts2@gmail.com 555 viewsoriginal topic

#1
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.]
Senior Member
#2
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.
Senior Member
#3
For going back in years, click on year end statement>generate new statement>use the drop down to chose the year you want.