Search found 15 matches

by jeffnye
Fri Nov 16, 2012 11:53 pm
Forum: MLS Support, Help, and Feedback
Topic: Finance Section Locked and Odd Balances After 3.5 Update
Replies: 3
Views: 583

Just a quick update for future reference: I went back in the next day and did another Send/Receive. MLS downloaded another piece of the update and unlocked the finance sections that were blocked. Unfortunately, it also erased our budget allotments. Church HQ said that the problem with the Income and...
by jeffnye
Tue Nov 13, 2012 9:39 pm
Forum: MLS Support, Help, and Feedback
Topic: Finance Section Locked and Odd Balances After 3.5 Update
Replies: 3
Views: 583

Finance Section Locked and Odd Balances After 3.5 Update

I did a send receive tonight and got the MLS update. It said I needed to restart MLS, so I did. After the restart I tried getting into the Budget Report and it said to do another Send/Receive. I did another send receive and a message came up saying I could now access finances. However, most of the f...
by jeffnye
Thu Mar 01, 2012 11:56 pm
Forum: Getting Started for New Clerks
Topic: Clarification on Retention Policy
Replies: 10
Views: 2322

Yes, if that's where your MLS computer is. Keep in mind that auxiliary presidents and representatives have access to the clerk's office. They should not have access to any of the following. ⋅ tithing information (e.g., donation records) ⋅ welfare recipients (e.g., expense record...
by jeffnye
Sat Feb 04, 2012 10:49 am
Forum: Leader and Clerk Resources
Topic: CDOL 3.0 Upgrade this weekend; no changes will be made to CDOL until Monday morning
Replies: 11
Views: 1768

There have been some issues with the process that pulls data from CDOL and distributes it to other systems (including the authentication system). When that is working you will get access to lds.org/leaders. Good news: I have access to lds.org/leaders. Bad news: All of the clerks are listed as part ...
by jeffnye
Fri Feb 03, 2012 8:01 pm
Forum: Local Unit Finance
Topic: Few questions regarding CUBS
Replies: 16
Views: 2109

Local Unit Support can analyze the financial side of your MLS database and send you what is called a Setup File. When that is processed, your financial records will match the records at CHQ. Took your advice and, just as you said, CHQ sent a setup file. Well, I think they did. I was told it would b...
by jeffnye
Fri Feb 03, 2012 7:51 pm
Forum: Leader and Clerk Resources
Topic: CDOL 3.0 Upgrade this weekend; no changes will be made to CDOL until Monday morning
Replies: 11
Views: 1768

All the changes from MLS are processed (as of Tuesday night (Jan 31)). I looked at yours and they are there, they just have a pending status which is why you can't see them. Now I have to dig in and find out why they didn't go to active immediately, since the dates look good. Just an update: I went...
by jeffnye
Thu Feb 02, 2012 12:09 am
Forum: Leader and Clerk Resources
Topic: CDOL 3.0 Upgrade this weekend; no changes will be made to CDOL until Monday morning
Replies: 11
Views: 1768

JonesRK wrote:That means some systems won't see the changes until Wednesday (most notably the authorization rights for lds.org).


Is this now working as intended? Last Sunday we made changes to the Ward Clerk and two Assistant Ward Clerks and none of those changes have even shown up in CDOL.
by jeffnye
Mon Jan 30, 2012 9:55 pm
Forum: Local Unit Finance
Topic: Few questions regarding CUBS
Replies: 16
Views: 2109

In any case, thanks for following up and posting the next episode of your rather unusual story. I realize this thread is rather old, but alas, these problems still plague us to this day. I was recently released as financial clerk and put in as ward clerk. The very first thing the Bishop told me was...
by jeffnye
Mon Jan 30, 2012 7:55 pm
Forum: Getting Started for New Clerks
Topic: Clarification on Retention Policy
Replies: 10
Views: 2322

Clarification on Retention Policy

Hello all, I was just put in as the ward clerk and I am trying to figure out what records we are required to keep under church policy. I understand there are certain benefits to keeping various kinds of records, but for now I am just wondering what I absolutely must keep. Here is what I know: 1) Fin...
by jeffnye
Sat Mar 05, 2011 10:41 am
Forum: Local Unit Finance
Topic: Discrepancy in Expense Amount - UFS & MLS
Replies: 0
Views: 416

Discrepancy in Expense Amount - UFS & MLS

The Bishop was asking me about our expenditures in Fast Offerings because he thought the amount January's UFS was showing was higher than it should be. Upon further investigation I found there were discrepancies between MLS expense reports and the Fast Offering expenses listed on the UFS. On multipl...

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