Balance of Other Accounts

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dlamon01
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Balance of Other Accounts

Postby dlamon01 » Tue Jun 07, 2016 7:52 pm

Hi - Is there an easy way to see the balances of all of my unit's Other accounts? I've been through every MLS Finance screen I have, and cannot find any that display the balances. Thank you!

eblood66
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Re: Balance of Other Accounts

Postby eblood66 » Tue Jun 07, 2016 7:56 pm

Go to Finance > Finance Reports > Income and Expense Report and then select Summary by Subcategory in the Report drop-down list. If you want a printout then just click on the 'Other' account checkbox (which will check all of the Other accounts) and Print.

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dlamon01
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Re: Balance of Other Accounts

Postby dlamon01 » Tue Jun 07, 2016 8:00 pm

Awesome! Thank you so much!

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sbradshaw
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Re: Balance of Other Accounts

Postby sbradshaw » Thu Jun 16, 2016 11:07 am

This report is also available at LDS.org, under Leader and Clerk Resources > Finance.
Samuel Bradshaw • If you desire to serve God, you are called to the work.

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dlamon01
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Re: Balance of Other Accounts

Postby dlamon01 » Thu Jun 16, 2016 3:43 pm

Thanks! Is there also a way there to see the balance of specific accounts under the Other category (e.g. Other - Girl's Camp)?

eblood66
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Re: Balance of Other Accounts

Postby eblood66 » Thu Jun 16, 2016 4:16 pm

dlamon01 wrote:Thanks! Is there also a way there to see the balance of specific accounts under the Other category (e.g. Other - Girl's Camp)?

Yes. This is very new in LCR. Today is the first I've seen it.

From the main Finance screen (the first one that shows up and which now shows the balances of each main account), click on the little arrow besides 'Other' to show all the sub-categories. Find the one you're interested in and click on the name. It will show the individual transactions for the account.

tdkmlcrook
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Re: Balance of Other Accounts

Postby tdkmlcrook » Sun Aug 25, 2019 8:26 am

Is there a way to change the name of an "Other" account? For example, Other Youth Fund Raiser to something more specific like Scout Camp Fundraiser.

eblood66
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Re: Balance of Other Accounts

Postby eblood66 » Sun Aug 25, 2019 11:47 am

tdkmlcrook wrote:Is there a way to change the name of an "Other" account? For example, Other Youth Fund Raiser to something more specific like Scout Camp Fundraiser.

Yes, but only in MLS. Its in the same place where you can edit budget categories. I don't have MLS in front of me so I can't give the exact menu options but it would be in the budget part of the Finance menu.


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