Search found 15 matches

by rwood90
Thu Jun 12, 2014 8:46 pm
Forum: Local Unit Finance
Topic: Best Fundraising Ideas
Replies: 15
Views: 23897

Re: Best Fundraising Ideas

On things to stay away from: auctions once had auction that auctioned off 4 hours of work (typically babysitting) but it was by youth. The Bishop placed upper limit of cost of the camp but it was very disappointing when some youth did not get bought for full price of the camp and others did. Cake au...
by rwood90
Thu Jun 12, 2014 8:41 pm
Forum: Local Unit Finance
Topic: Return money to Fast Offerings
Replies: 5
Views: 1025

Re: Return money to Fast Offerings

We use a donor named "anonymous"
no membership # & misc donor
it fits for many situations one being like you mentioned
by rwood90
Sun Sep 01, 2013 10:08 am
Forum: MLS Support, Help, and Feedback
Topic: Adding New Stake Executive Sec
Replies: 6
Views: 831

Adding New Stake Executive Sec

our MLS no longer shows
Stake Executive Secretary
as a standard position

Does show
Stake Assistant Executive Secretary
Broke?
thoughts
by rwood90
Sun Mar 31, 2013 6:58 pm
Forum: Local Unit Finance
Topic: Cash Advance
Replies: 2
Views: 1690

Cash Advance

There is audit item on unit audits about proper documentation for cash advance, and unused funds returned. our auditor tends to figure if the audit dates of 12/31 or 6/30 pass with an advance out, it an exception. Looking for guidance - Handbook#1, none HB#2 none, on line training - none. only menti...
by rwood90
Wed Mar 06, 2013 12:36 am
Forum: Local Unit Finance
Topic: Mission expenses charged to wrong ward
Replies: 2
Views: 688

Re: Mission expenses charged to wrong ward

The YSA unit sent the missionary out- they will be billed each month. it is no mistake. when a unit sends out a missionary that unit leader has agreed to take responsibility for funding the missionary. (minor differences on international involvement....) first call & get the home ward Bishop to ...
by rwood90
Tue Mar 05, 2013 5:02 am
Forum: Local Unit Finance
Topic: Bank of America
Replies: 4
Views: 1016

Bank of America

the local Bank of America - where many of our units deposit - has been trying to get return phone call from posted numbers on the deposit account (i.e. suspect at HQ in SLC) - no reply. Bank manager tracked down our Stake President and called. Said that if a deposit slip or paper work is put in top ...
by rwood90
Sun Nov 11, 2012 7:01 pm
Forum: Local Unit Finance
Topic: Budgeting for attendance over 100%
Replies: 9
Views: 1384

Your budget allocation is based on Sac attendance numbers - not number of membership records. If 1000 attend average for a qtr then 1000 x current qtr allocation amount x percentage set by Stake in MLS = funding to unit....
by rwood90
Sun Oct 21, 2012 7:15 pm
Forum: Local Unit Finance
Topic: Printing to A4 Paper
Replies: 7
Views: 1949

Still same problem even into 3.4 MLS -- put up fin statement, it has A4 as default and I suspect every clerk in every unit has to change to Letter.... the Page Setup option doesn't high light and no fix......
by rwood90
Mon Aug 13, 2012 5:08 am
Forum: Local Unit Finance
Topic: Debit / Gift Card
Replies: 6
Views: 1435

Alan, we share the same thoughts. His comment was it was more convenient (as you noted & I noted to SP- it isn't). Comment was the card was kept for next need rather then going back to bank. That would be an audit item to me, the advance isn't cleared off in MLS & your keeping books outside ...
by rwood90
Sun Aug 12, 2012 11:25 pm
Forum: Local Unit Finance
Topic: Stake Deposits
Replies: 3
Views: 1640

an interesting comment today by the assistant area auditor on this subject: insure your traveling in one car to the bank - not one following the other. As clear on items Alan mentions - never be alone with the deposit, if the counselor leaves the clerk's office, you also step out and lock the door u...

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