Search found 23 matches

by wallaced
Thu Apr 08, 2021 1:34 pm
Forum: Church Account
Topic: child account management
Replies: 9
Views: 1479

Re: child account management

Yall are a great resource. I was able to log into his account with the misspelled userID, and make the change. Thanks!
by wallaced
Thu Apr 08, 2021 1:27 pm
Forum: Church Account
Topic: child account management
Replies: 9
Views: 1479

Re: child account management

I can manage his password and recovery options.....I can't seem to change his userid, though.
by wallaced
Thu Apr 08, 2021 12:25 pm
Forum: Church Account
Topic: child account management
Replies: 9
Views: 1479

child account management

When we created a child account, we fat-fingered his userid. I can't see where to correct the userID, only the password. I didn't find anything about the process in the user forum....any suggestions? Thanks!
by wallaced
Fri Jul 31, 2020 5:22 pm
Forum: Main Church Website
Topic: Navigating new handbook
Replies: 2
Views: 484

Re: Navigating new handbook

Please disregard.....my grandson showed me what I was doing wrong. sigh
by wallaced
Fri Jul 31, 2020 5:10 pm
Forum: Main Church Website
Topic: Navigating new handbook
Replies: 2
Views: 484

Navigating new handbook

I am having a difficult time navigating in the new handbook. I can't select a particular chapter in the TOC and get a redirect like a normal hyper link - if I want to go to, let's say, the new chapter 8, Elders Quorum, I have to manually click the forward arrow on the right side of the screen all pr...
by wallaced
Sun Jul 19, 2020 11:09 am
Forum: Church Account
Topic: Microsoft Dynamics 365 security role
Replies: 2
Views: 327

Microsoft Dynamics 365 security role

After serving as Ward Clerk for 9 years, I was recently released and called as Ward Elders Quorum President (sigh). My particular access privileges as EQP should allow me access to the Welfare Resources/Bishops' Orders tab, however; I get the following error message: 'Your access to Microsoft Dynami...
by wallaced
Sun Feb 02, 2020 6:04 pm
Forum: Local Unit Finance
Topic: Reimbursment overpayment
Replies: 15
Views: 1222

Re: Reimbursment overpayment

thanks, everyone! I appreciate yall's responses.
by wallaced
Sun Feb 02, 2020 2:12 pm
Forum: Local Unit Finance
Topic: Reimbursment overpayment
Replies: 15
Views: 1222

Re: Reimbursment overpayment

Lots of good replies - thank you. However; we still don't have a way for the member to return the money via donation slip. We have to record donations according to the following categories: Tithing; FO; Gen Missionary; Ward Missionary; Humanitarian Aid; and Other. There is no _Budget_ option in _Oth...
by wallaced
Sun Feb 02, 2020 12:58 pm
Forum: Local Unit Finance
Topic: Reimbursment overpayment
Replies: 15
Views: 1222

Re: Reimbursment overpayment

OK...say we have the member return the overage via donation slip...but how would we enter that donation? Put it in the _General Other_ account and transfer it to general budget?
by wallaced
Sun Feb 02, 2020 12:45 pm
Forum: Local Unit Finance
Topic: Reimbursment overpayment
Replies: 15
Views: 1222

Reimbursment overpayment

Our financial audit revealed that multiple receipts on a reimbursement request were incorrectly totaled, resulting in an overpayment. The member is more than willing to return the overage - our question pertains to the mechanics of doing so, since there is no way for a member to donate directly to t...

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