How do I add a new OTHER Category

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
bballrob
Member
Posts: 154
Joined: Wed Sep 14, 2011 6:20 am
Location: The Great White North

How do I add a new OTHER Category

Postby bballrob » Wed May 01, 2019 5:35 pm

During our audit, we got an exception because some of the categories in our OTHER Account were too general. I can't seem to figure out how to add a new OTHER Category. Can anyone direct me to instructions that show how to do this?

Thanks!

davesudweeks
Senior Member
Posts: 1497
Joined: Sun May 09, 2010 8:16 pm
Location: Oklahoma, USA

Re: How do I add a new OTHER Category

Postby davesudweeks » Wed May 01, 2019 5:39 pm

It is in Other: Member financed activities (or similar wording) in MLS. You cannot do it on LCR. I'm not in front of MLS right now or I would provide exact steps.

bballrob
Member
Posts: 154
Joined: Wed Sep 14, 2011 6:20 am
Location: The Great White North

Re: How do I add a new OTHER Category

Postby bballrob » Wed May 01, 2019 5:52 pm

Thanks!! I found it. I also found I could just rename the current accounts instead of having to create new ones and transfer funds from old to new.


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