Search found 165 matches

by waynecooke
Tue Nov 24, 2020 6:02 pm
Forum: Local Unit Finance
Topic: End of year member donation reports
Replies: 2
Views: 67

Re: End of year member donation reports

Thank you. I hadn't seen that before.
by waynecooke
Tue Nov 24, 2020 4:06 pm
Forum: Local Unit Finance
Topic: End of year member donation reports
Replies: 2
Views: 67

End of year member donation reports

Something I just came across. When preparing for Year End reports for members I have found how you can find whether they are Online donors or not. However, is there a way to link that status with whether they have paid any donations for the year. I am planning on only sending year end tax reports to...
by waynecooke
Sun Nov 22, 2020 7:03 pm
Forum: Local Unit Finance
Topic: Auxiliary Budget Rollover
Replies: 16
Views: 294

Re: Auxiliary Budget Rollover

split the pie equally among the ward organizations that typically spend budget funds. We tried that (using the percentage basis) but that really blew up one year when we had a ration of 3 to 1 ratio YW to YM. The Young Women's presidency very politely (well, sort of) asked why, on a per person basi...
by waynecooke
Sun Nov 22, 2020 6:21 pm
Forum: Local Unit Finance
Topic: Update Budget allocation
Replies: 26
Views: 5838

Re: Update Budget allocation

I guess that one could go back and look at the previous reports, take the numbers and multiply by the dollar amounts that are used as the multipliers and come up with something very close. I have to admit that I had never thought of going through that exercise. It might be interesting to see how man...
by waynecooke
Sun Nov 22, 2020 6:18 pm
Forum: Local Unit Finance
Topic: Auxiliary Budget Rollover
Replies: 16
Views: 294

Re: Auxiliary Budget Rollover

Understood, but I was specifically referring to the thought that the Ward Council " decide[s] how to allocate the budget". Picky, maybe, but when the Bishop makes the final decision, the decision is made, or so I understood. Just as Bishop's Councilors council, and he should take that coun...
by waynecooke
Sun Nov 22, 2020 6:12 pm
Forum: Local Unit Finance
Topic: Some members can enter expenses themselves?
Replies: 6
Views: 157

Re: Some members can enter expenses themselves?

Thank you soooo much, and the explanation was perfect!! :D
by waynecooke
Sun Nov 22, 2020 6:05 pm
Forum: Local Unit Finance
Topic: Electronic Financial Report
Replies: 5
Views: 182

Re: Electronic Financial Report

I saw that just after I posted this. DUH!!!! How on earth did I miss that? :roll:
by waynecooke
Sun Nov 22, 2020 6:04 pm
Forum: Local Unit Finance
Topic: Update Budget allocation
Replies: 26
Views: 5838

Re: Update Budget allocation

What our past Bishop's have done (new Bishop about a month ago) is to allocate the funds to the Auxiliaries by a percentage of the total budget on a quarter by quarter basis. We seem to have very 'elastic' incoming amounts. In one year the amounts can vary by $500 from one quarter to the other, and ...
by waynecooke
Sun Nov 22, 2020 5:16 pm
Forum: Local Unit Finance
Topic: Electronic Financial Report
Replies: 5
Views: 182

Re: Electronic Financial Report

I am wondering if I am doing something wrong. The new Financial Statements don't seem to give ALL the information the old ones did. I can't seem to find where it lists the 'outstanding checks'. Is it not there or am I just blind?

Thanks for the help.
by waynecooke
Sun Nov 22, 2020 5:03 pm
Forum: Local Unit Finance
Topic: Auxiliary Budget Rollover
Replies: 16
Views: 294

Re: Auxiliary Budget Rollover

It is up to the ward council to decide how to allocate the budget for the coming year. I feel that this may be in error. Unless things have change since I first became Financial Clerk in 1997 ( continuous except for one three year break 2002 to 2005) it is the Bishop "to decide how to allocate...

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