Search found 12 matches

by cferguso55
Mon Dec 04, 2017 2:39 pm
Forum: Local Unit Finance
Topic: Expenses
Replies: 2
Views: 917

Re: Expenses

If a receipt or invoice is not available, the member should make a full written explanation of the expense, including the date of purchase. The bishop or stake president should approve any reimbursement. The clerk can then prepare a reimbursement check and get the proper signatures. This is from htt...
by cferguso55
Fri Aug 11, 2017 5:22 pm
Forum: Local Unit Finance
Topic: LCR year-to-date donation reports for Other items
Replies: 2
Views: 457

Re: LCR year-to-date donation reports for Other items

In MLS go to Finances>Report>Income and Expense Report. In the drop down select details by sub category and choose the category.

It will show you both income and expense detail.
by cferguso55
Thu Jun 15, 2017 10:21 pm
Forum: Local Unit Finance
Topic: Proof of Non-Profit Status
Replies: 2
Views: 1721

Re: Proof of Non-Profit Status

I would check with your Stake Clerk. He may the information you need. Try this URL for the IRS Exempt Organization check. https://apps.irs.gov/app/eos/pub78Search.do?ein1=870234341&names=&city=&state=All...&country=US&deductibility=all&dispatchMethod=searchCharities&submi...
by cferguso55
Sun Jan 27, 2013 10:55 pm
Forum: Local Unit Finance
Topic: Dates on Report Not Complete
Replies: 2
Views: 313

Re: Dates on Report Not Complete

One of my units had the same problem. I reported to LUS and they sent down a fix that corrected the problem.
by cferguso55
Tue Dec 11, 2012 12:50 am
Forum: Local Unit Finance
Topic: Finding unit's tax-ID #
Replies: 3
Views: 2842

It sounds like they want the Federal Tax Identification Number. Check with your Stake Clerk first. If he doesn't have it, he can contact the Tax Department.
by cferguso55
Mon Mar 05, 2012 2:00 pm
Forum: Local Unit Finance
Topic: Missing Batch procedure?
Replies: 4
Views: 860

I am having the exact same problem for every unit in the stake for the same day. I just contacted CHQ and they said each of the units will have to contact them directly to clear them.
by cferguso55
Thu Mar 17, 2011 12:30 am
Forum: Local Unit Finance
Topic: Outstanding Checks Form
Replies: 7
Views: 1587

I contacted the Auditing Department directly and they emailed them to the Stake President.
by cferguso55
Tue Mar 01, 2011 7:12 pm
Forum: Local Unit Finance
Topic: Budget Report Bug in 3.3.1?
Replies: 3
Views: 702

You are not alone. This is also happening to me.
by cferguso55
Tue Feb 08, 2011 6:03 am
Forum: Local Unit Finance
Topic: Missionary Support to other country
Replies: 3
Views: 1030

The Bishop can contact the Missionary deparment and they should be able to change the responsible ward. I have had to do this several times and as long as the two Bishops agree there should not be a problem.
by cferguso55
Sat Dec 18, 2010 9:07 am
Forum: Local Unit Finance
Topic: How to balance other? Please help!
Replies: 7
Views: 1138

If it is a true deficit and you want to fix it using Budget funds, you will have to write a check from Budget and then deposit it to the Other category that is negative. See this wiki article for instructions. https://tech.lds.org/wiki/index.php/Other_category#How_to_deal_with_deficits

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