Ward and stake clerks can find a wealth of how-to instructions in the Help Center on the Church’s website.

For example, clerks may find the following instructions helpful:

• Records: How to submit recommendations for new bishops and stake presidency counselors and how to create “out-of-unit” records for members whose records do not reside in the ward. (For example, for a child of divorced parents or a YSA bishop.)
• Managing Budgets: How to prepare budgets, how to request reimbursements, and how to manage fundraising activities.
• Expenses and Reimbursements: How to manage fast offering payments, set up a bank account, how to manage expense reports, and how to order supplies.
• Taxes: How to manage sales tax.
• Meetinghouse Access: How to manage access using mechanical keys, electronic fobs or card readers, or mobile phone apps.
• Membership Records: How to create, maintain, and audit membership records.
• Callings: How to record callings and use of the Officers Sustained form.
• Reports and Statements: Action and Interview list, Record-Keeping Status Report, custom reports, Quarterly Report, signature cards, and Financial Statement for Wards and Stakes.
• Security: Information security, passwords, social engineering, phishing, and whaling.
• Welfare: Bishop’s Orders, Welfare Services reports, and orders for food and supplies.
• Ward Directory and Map: Frequently asked questions about mapping household locations, updating street addresses, correcting ward boundaries, and downloading household data.
• Donations: Correcting donations, managing donation categories, online donations, and processing donations.
• Local Unit Financial Auditing System (LUFAS): Instructions for clerks and stake auditors.
• Media and Streaming: Troubleshooting streaming issues.
• Meetinghouse Technology: Information and training for technology specialists.
• Ministering: How to manage ministering assignments.
• Patriarchal Blessings: Submitting recommendations for patriarchal blessings.
• Member Photos: How to upload and approve member photos.
• Member Contact Visibility Settings: How to restrict the visibility of member contact information.
• Security: How to report security incidents and training on meetinghouse security.
• Leader and Clerk Resources (LCR): Instructions, training, and frequently asked questions
• Church Directory of Organizations and Leaders (CDOL): How to access and use the directory.
• Calendar: Instructions on how to schedule events on the calendar..
• Member Tools: How to use Member Tools and various reports, such as Covenant Path Progress, children approaching baptism age, and list of members who have completed the Protecting Children and Youth Training for their calling.
• Seminary and Institute: How to register, graduation instructions, reimbursement requests for stake teachers.
• Temple Recommends: Instructions for the Ordinance Preparation System, General Temple Patron Assistance Fund, and instructions for mobile temple recommends.
• Tithing Declaration: Instructions for conducting tithing declaration, submitting tithing reports, and issuing tax statements to donors.

The Help Center also has several Getting Started guides for unit finances.

For technical help on other Church tools, see the Help Center on the Church’s website.