Search found 18 matches

by esogs
Sun Dec 13, 2015 1:02 pm
Forum: Online Donations
Topic: Suggestions for online donations
Replies: 29
Views: 5307

Re: Suggestions for online donations

It is possible the church protects itself from having to defend against people who try and get a "refund" for a charitable donation, because they claim that they didn't intentionally make that payment. Or in other wards, the church must account for charitable donations, and by definition, ...
by esogs
Sun Dec 13, 2015 12:56 pm
Forum: Online Donations
Topic: "Other" Category
Replies: 19
Views: 5365

Re: "Other" Category

Note, as I understand the missionary account, while there are subaccounts created by the church, and while the donations appear in the sub accounts, technically you aren't able to donate to a specific "person", or else that would be a non-charitable donation. You donate to the missionary a...
by esogs
Wed May 07, 2014 8:24 am
Forum: Local Unit Finance
Topic: Use of "Other" category
Replies: 7
Views: 1324

Re: Use of "Other" category

It is my understanding that going to the person and asking them if you can recategorize the contribution is a fine way to handle this (and within the policy). You'd probably want to make a note of that either in the transfer note or possibly on the original donor slip.
by esogs
Thu Mar 20, 2014 3:13 pm
Forum: Local Unit Finance
Topic: Use of "Other" category
Replies: 7
Views: 1324

Re: Use of "Other" category

To summarize some other discussions about this, it is important to note that funds in the other category must be used for the purpose they were intended (per the financial audit). The "Other" account at the bank doesn't itself have subcategories, but we are asked to make subcategories in o...
by esogs
Sun Jan 12, 2014 12:23 pm
Forum: Local Unit Finance
Topic: 2013 audit questions and answers
Replies: 5
Views: 2631

Re: 2013 audit questions and answers

good clarification.

I appreciate the info on the other account usage too, I honestly think that was was mistake, which is why we were seeking clarification on that. The above is helpful.
by esogs
Sun Jan 12, 2014 11:18 am
Forum: Local Unit Finance
Topic: 2013 audit questions and answers
Replies: 5
Views: 2631

2013 audit questions and answers

We recently had our Audit committee meeting, and we were able to ask some specific questions about things that come up, here is a Q & A. Q. With regard to testing the bishops and the question about the bishop or any of his close relatives receiving ward welfare, our stake auditor has said: A. Th...
by esogs
Mon Aug 12, 2013 10:45 am
Forum: Local Unit Finance
Topic: The companionship principal
Replies: 11
Views: 3263

The companionship principal

We've reviewed all the information below with regard to the companionship principal, but still have a question. In our ward, we have two clerks and two bishopric members processing tithing (or sometimes 1 bishopric member and two clerks, and of course the minimum of 1 clerk and one bishopric member)...
by esogs
Sun Jun 23, 2013 9:46 pm
Forum: Local Unit Finance
Topic: Commodities orders what to do when added items?
Replies: 5
Views: 641

Re: Commodities orders what to do when added items?

Ah, thanks LAJackson, I haven't heard that specific instruction before. I'll advise our Bishop and other Bishops that I audit on that procedure.
by esogs
Sun Jun 23, 2013 9:43 pm
Forum: Local Unit Finance
Topic: Commodities orders what to do when added items?
Replies: 5
Views: 641

Re: Commodities orders what to do when added items?

Thanks JD, yes, the question is less about the audit side and more about what the Bishop should do. Our Bishop wants to know what "he" is supposed to do about discrepancies like this, other than what I indicated above. I think your comment about what is significant is both good and relevan...
by esogs
Sun Jun 23, 2013 6:59 pm
Forum: Local Unit Finance
Topic: Commodities orders what to do when added items?
Replies: 5
Views: 641

Commodities orders what to do when added items?

We've had a spate of commodities come back where the store assistant allowed changes to the form (adding toilet paper). Outside of talking to the recipients and saying to not accept any changes or calling the welfare office, I'm not sure what to do about this. I'm also a stake auditor but don't know...

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