Search found 32 matches

by cjbeckert
Sun Aug 22, 2021 3:16 pm
Forum: Local Unit Finance
Topic: Splitting YM YW Expense
Replies: 11
Views: 861

Re: Splitting YM YW Expense

How can you grant the leaders access to see their budgets? That would make my life easier lol If by accessing their budgets you mean being able to view their budget details (category allocated, income, expenses, transfers, and balance), then that is not available to them in LCR. The clerk has no ab...
by cjbeckert
Sat Jul 24, 2021 8:18 am
Forum: Local Unit Finance
Topic: Splitting YM YW Expense
Replies: 11
Views: 861

Re: Splitting YM YW Expense

Is the "Combined Youth Activities" budget you mention a subcategory or it's own category. I don't see in LCR where I can create a new independent category. Thanks Sorry I should have clarified that. :oops: It's a locally created sub-category we make under Miscellaneous. Also, with the abi...
by cjbeckert
Sun Jul 18, 2021 4:55 pm
Forum: Local Unit Finance
Topic: Splitting YM YW Expense
Replies: 11
Views: 861

Re: Splitting YM YW Expense

I've clerked in multiple wards and stakes where we have a Combined Youth Activities budget category. All combined activities are planned and budgeted ahead of time and are charged there. Expenses exclusively YM or YW are charged to their respective budget categories. But as others have already corre...
by cjbeckert
Sun Apr 04, 2021 7:30 am
Forum: General Discussions
Topic: Update Staples ship to address
Replies: 1
Views: 191

Update Staples ship to address

Does anyone know how to update the Ship To address in Staples? Typically the Staples ship to address updates automatically when a unit leader changes and CDOL is updated which works fine for a bishop or stake president, but in the case of a FHC director it doesn't seem to work as well. Our current F...
by cjbeckert
Sun Dec 27, 2020 9:09 am
Forum: Local Unit Finance
Topic: Use of Fast Offering funds to finance community food pantry
Replies: 4
Views: 393

Use of Fast Offering funds to finance community food pantry

While performing a first time review of the new electronic Unit Financial Statement (THANK YOU, THANK YOU, I've eagerly anticipated this all year!!), an Action Item in the Fast Offering Analysis tab pointed me to an issue of MRN missing for FO recipient. Looking further I found the ward had reimburs...
by cjbeckert
Thu Mar 19, 2020 8:06 pm
Forum: Local Unit Finance
Topic: Church Service Missionary funding
Replies: 4
Views: 540

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: 699

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: 699

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: 1291

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 2:17 pm
Forum: Leader and Clerk Resources
Topic: LCR Expenses Entry Errors
Replies: 6
Views: 1039

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...

Go to advanced search