Recociliation mess

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
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jeromer7
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Posts: 228
Joined: Thu May 17, 2007 11:46 am
Location: Bellevue, Nebraska

Clerk Support Comes Through

Postby jeromer7 » Fri Apr 18, 2008 10:44 am

Last night after a S/R for some stake checks, I got an MLS message that was a copy of a query/response between one of our ward clerks and Clerk Support. The ward clerk had two specific questions dealing with reconcillation issues that he had submitted via MLS message. The reply had specific things for the clerk to do and referenced specific transactions (by date) from the ward's account. It was obvious that the analyst had looked into the copy of ward files in SLC and figured out the specific transactions that were causing the problems.

I was very pleased to see this level of help which only took a couple of short paragraphs to get the clerk rolling again. I can't say how much research time was required by the help desk analyst, but they obviously knew what they were doing, and readily shared the relevant info with a frazzled ward clerk.

Big kudos to Clerk Support! :D
JLR

lajackson
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Location: US

Postby lajackson » Fri Apr 18, 2008 2:00 pm

JLRose wrote:I was very pleased to see this level of help . . .
Big kudos to Clerk Support! :D


This is wonderful to hear. I truly believe that they have always wanted to be able to give this level of service.

sfraser-p40
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Posts: 26
Joined: Sun Feb 10, 2008 6:04 pm

Postby sfraser-p40 » Fri Apr 18, 2008 7:47 pm

If only other support was as good. My reconcile specialist knew exactly where to start and what transactions were incorrect. The half hour went fast. All the old Temporary Adjustments are gone except one. Now I know that you can send a message to SLC with the info and they'll adjust the statement from their end.

lajackson
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Joined: Mon Mar 17, 2008 9:27 pm
Location: US

Postby lajackson » Fri Apr 18, 2008 8:02 pm

It is evident to me that financial issues do take priority over membership issues.

russellhltn
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Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

Postby russellhltn » Fri Apr 18, 2008 11:31 pm

lajackson wrote:It is evident to me that financial issues do take priority over membership issues.


Well, FIS was the first to get modem capability.......

sfraser-p40
New Member
Posts: 26
Joined: Sun Feb 10, 2008 6:04 pm

Postby sfraser-p40 » Mon Apr 21, 2008 7:16 pm

I would suggest to anyone with the same problem to set up an appointment with a reconciliation specialist at SLC. My appointment was for two weeks in the future but the time was used by the specialist to review our records. He was able to find our last good reconcile which was December of 2004. At 12:00 noon on the appointed date I got the call exactly as scheduled and he used his notes to start at the last good reconcile and move forward. I think this is the only way to really do this properly. I think that the chances are good that most of the problems will occur shortly after the last good reconcile as that is when someone is called who is not doing it correctly. I highly recommend the clerk support at SLC.

Learn it.
Do it
Refine it.
Repeat

jwnice
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Posts: 23
Joined: Thu May 08, 2008 8:48 pm
Location: US, Sandy, Oregon

financial error problems

Postby jwnice » Thu May 08, 2008 9:14 pm

It is so EASY to correct financial errors with MLS. When I was called a Finance clerk the first time (1974) it was all manual and the books had not been balanced in over 6 months. I spent hours going through old records and finally got it all corrected, and found the the final error was a Bank Error. When I went to the bank to have them correct the error, I was told :just adjust your books." My response was "It's the Lord's money, tell him to correct it, I am not going to." They made the appropriate adjustments.

Bro Nice


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