Search found 27 matches

by cjbeckert
Thu Mar 19, 2020 7:06 pm
Forum: Local Unit Finance
Topic: Church Service Missionary funding
Replies: 2
Views: 147

Church Service Missionary funding

Could someone explain why funds are pulled from the unit for a Church Service missionary? I understand the purpose for the monthly contribution commitment for full-time missionaries covers service-related expenses (housing, transportation, basic medical, etc.) and provides a small monthly stipend fo...
by cjbeckert
Sat Mar 07, 2020 5:03 pm
Forum: Local Unit Finance
Topic: Refundable Deposit for Youth Activity
Replies: 12
Views: 309

Re: Refundable Deposit for Youth Activity

As I understand the OP, they want to do the opposite. The ward will pay for the event, but they want a deposit that's refunded if they do attend. You are correct. I missed that key point reading too quickly. That changes everything. If my stake presidency floated this idea I'd have to advise agains...
by cjbeckert
Sat Mar 07, 2020 3:45 pm
Forum: Local Unit Finance
Topic: Refundable Deposit for Youth Activity
Replies: 12
Views: 309

Re: Refundable Deposit for Youth Activity

Allowing for refund of event participant deposit/fee has been an accepted practice. The FSY funding letter of 7 Feb 2020 (Local Unit Budget Allowance (LUBA) Guidelines for Children and Youth and For the Strength of Youth (FSY) Conferences) has guidelines for reimbursing participant's EFY fee if they...
by cjbeckert
Sat Feb 08, 2020 4:21 pm
Forum: Local Unit Finance
Topic: 2020 Budget rollover balance
Replies: 19
Views: 590

Re: 2020 Budget rollover balance

There's a common misunderstanding that left over funds in an organizations budget category at the end of the year roll over into the same organization's budget category the following year. I have a canned response I usually send to organization leaders when the question about roll over comes up. Gra...
by cjbeckert
Sun Jun 16, 2019 1:17 pm
Forum: Leader and Clerk Resources
Topic: LCR Expenses Entry Errors
Replies: 6
Views: 689

LCR Expenses Entry Errors

I've been receiving reports today from multiple units unable to enter expenses in the LCR. After entering all required info and uploading documentation they've receive an error when selecting Save: "Uh oh! We're Sorry ... It looks like something went wrong which prevented the page you requested...
by cjbeckert
Sun Mar 31, 2019 3:48 am
Forum: Local Unit Finance
Topic: New ward finances set up
Replies: 9
Views: 914

Re: New ward finances set up

What our stake has done for the 2 quarters after the split is just set the percentage that the affected wards will receive to zero and then the stake transfers the correct amount to each of the wards involved. That sounds like an interesting idea. The stake can then do the calculations and have mor...
by cjbeckert
Sat Mar 30, 2019 12:20 pm
Forum: Local Unit Finance
Topic: New ward finances set up
Replies: 9
Views: 914

Re: New ward finances set up

The stake will need to instruct the two wards to transfer funds/cut checks to to the new ward. I assume the SP will determine the amount after input from the affected bishops. Unless the new ward has it's first meeting tomorrow, it's first quarterly report won't be until 2nd Quarter, which means it...
by cjbeckert
Sat Mar 30, 2019 4:45 am
Forum: Local Unit Finance
Topic: New ward finances set up
Replies: 9
Views: 914

New ward finances set up

Our stake will be creating a new 3rd ward out of two very large existing wards. As stake finance clerk, is there anything I need to do help set up the new ward financially or does CHQ handle everything? Will the new ward receive starter funds from the two existing wards or will it have to wait for i...
by cjbeckert
Sun Mar 17, 2019 12:17 pm
Forum: Local Unit Finance
Topic: Member Reimbursement Account not recognized
Replies: 5
Views: 717

Member Reimbursement Account not recognized

Has anyone had problems with a member's reimbursement account not being recognized for ACH payments? With ACH reimbursements finally going live for us this weekend, we wanted to try it out. Our first ACH reimbursement attempt belonged to a sister who never used online donations before but uses a che...
by cjbeckert
Sat Nov 17, 2018 2:43 pm
Forum: Local Unit Finance
Topic: Eagle Scout project funding
Replies: 1
Views: 515

Eagle Scout project funding

I understand the issue of Scout funding will be a moot point after 2019 but until then we press on. Recently I've had a situation surface concerning a donation to cover supplies for an Eagle Scout project which lead to a question about funding such projects. A local business wrote a check to the tro...

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