Search found 6 matches

by jboyce50
Sun Aug 25, 2019 7:44 pm
Forum: Local Unit Finance
Topic: Transfer out of Other into Missionary Account
Replies: 8
Views: 755

Re: Transfer out of Other into Missionary Account

You can easily transfer those funds if you do the transfer in LCR. Transfer from Other MFA to ward mission account and specific missionary .
by jboyce50
Sun Aug 25, 2019 7:32 pm
Forum: Local Unit Finance
Topic: Stake Audit automatic OTHER audit exception
Replies: 12
Views: 811

Re: Stake Audit automatic OTHER audit exception

MLS would not allow a clerk transfer funds between sub categories in the "other" account. More recently, about March, LCR now allows the transfer not only between categories, but from t he other category to the Budget categories. I had the same issue when I initiated a transfer out of the ...
by jboyce50
Mon Aug 07, 2017 10:57 am
Forum: Local Unit Finance
Topic: How should escheatments be handled?
Replies: 5
Views: 1220

Re: How should escheatments be handled?

All escheated checks need to be cancelled through the Church Finance Dept (855-537-4357). This is a manual procedure accomplished through Church Finance. The Ward Finance Clerk and Bishop have had ample time to verify with the Payee (180-days) prior to escheatment, to verify and correct situation by...
by jboyce50
Mon Aug 07, 2017 10:49 am
Forum: Local Unit Finance
Topic: out of unit donations
Replies: 2
Views: 509

Re: out of unit donations

An out of unit member (missionary) was logged as a nonmember at time of donation(s). Can't merge with updated (member) donations. One way to resolve the issue is first, to verify that you have the 'out of unit' Member Number. Go back into MLS / Finance/ Review and Edit Donations. Select the donatio...
by jboyce50
Sun Jan 18, 2015 11:49 pm
Forum: Local Unit Finance
Topic: Reimbursement Form/Payment Request Form
Replies: 23
Views: 37496

Re: Reimbursement Form/Payment Request Form

Attached are Forms that I have used in both the Ward and Stake Reimbursement process. This is set up to be a 'front and back page' form with the Stake differing a little on the Categories. Hope it can be of help. I send the forms to all Stake Auxiliiary presidents and keep copies in the Stake and th...
by jboyce50
Wed Mar 27, 2013 3:57 pm
Forum: Directory
Topic: MLS on Home Computer
Replies: 7
Views: 1053

MLS on Home Computer

I am the local Assist Ward Clerk. I downloaded the MLS on my home computer and before importing everything I thought I better check and see if this is acceptable or not. I didn't see any policies for or against when I was looking into the download instructions and FAQ's. Any response?

Jim Boyce

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