Search found 30 matches

by maethows
Sun Feb 20, 2011 8:18 am
Forum: MLS Support, Help, and Feedback
Topic: MLS 3.3.1: Disabling categories
Replies: 1
Views: 691

MLS 3.3.1: Disabling categories

I have a few custom budget sub-categories that need to be deactivated (but not deleted) since they are no longer in use and shouldn't be visible. MLS won't let me deactivate them because they have non-zero balances. Since transfers are heavily discouraged due to the impact they can have on budgeting...
by maethows
Sun Feb 13, 2011 6:47 am
Forum: MLS Support, Help, and Feedback
Topic: MLS 3.3.1 is here.
Replies: 32
Views: 6440

Does anybody know if 3.3.1 is being pushed down to all or select units at this time? I am still on 3.3.0 and have performed several Send/Receives this morning with no sign of the new patch.
by maethows
Sun Jan 30, 2011 11:17 am
Forum: MLS Support, Help, and Feedback
Topic: Suggestion: Transaction Status
Replies: 1
Views: 511

Suggestion: Transaction Status

It would be nice if the expense or donation status column reflected the bank status in addition to MLS transmit status. We have several checks which have not cleared the bank (one is sitting on my refrigerator door), but the status is listed as "Cleared". It would be nice to have immediate feedback ...
by maethows
Sun Jan 23, 2011 10:47 am
Forum: MLS Support, Help, and Feedback
Topic: MLS 3.3.1 What is coming?
Replies: 17
Views: 4204

MLS 3.3.1 is not anywhere near as big a change as the CUBS conversion. The only reason you are getting advance notice is so that you won't waste time doing transfers between budget subcategories as you were told to do in the previous communications. Other than that, you can just wait until you see ...
by maethows
Fri Jan 21, 2011 8:38 am
Forum: MLS Support, Help, and Feedback
Topic: Send Distribution Center Invoices through MLS (suggestion)
Replies: 3
Views: 867

+1

I agree. Especially since some of our invoices from last year have only recently come through. The invoices should be received during the same Send/Receive that downloads the expense.
by maethows
Mon Oct 25, 2010 7:18 am
Forum: MLS Support, Help, and Feedback
Topic: CUBS Implementation -- Notes from the field
Replies: 37
Views: 7879

Nested Sub-Categories

FYI -- It looks like the ability to nest custom sub-categories is gone. You can only add one level of sub-categories to any given predefined category/sub-category. Not the end of the world, but can be an inconvenience if you were trying to get related sub-categories to roll up.
by maethows
Mon Oct 25, 2010 7:15 am
Forum: MLS Support, Help, and Feedback
Topic: Reminder: State of Utah Sales Tax
Replies: 4
Views: 905

Reminder: State of Utah Sales Tax

REMEMBER: The line for sales tax on the Expense screen is gone. There is a new category called something like "Reimbursed Sales Tax: State of Utah" that you should use in addition to your budget/other category -- much like splitting an expense across multiple budgets/categories in times past. I beli...
by maethows
Mon Oct 25, 2010 7:15 am
Forum: MLS Support, Help, and Feedback
Topic: Reminder: State of Utah Sales Tax
Replies: 4
Views: 905

Reminder: State of Utah Sales Tax

REMEMBER: The line for sales tax on the Expense screen is gone. There is a new category called something like "Reimbursed Sales Tax: State of Utah" that you should use in addition to your budget/other category -- much like splitting an expense across multiple budgets/categories in times past. I beli...
by maethows
Mon Oct 25, 2010 7:11 am
Forum: MLS Support, Help, and Feedback
Topic: CUBS Implementation -- Notes from the field
Replies: 37
Views: 7879

(It's good to see that the tech.lds.org forum has come back to life after yesterday...) Budget Categories: Since the categorization of all transactions prior to the CUBS implementation were changed to "Budget: Administration" and the budget allocations were wiped out, I went back through and figured...
by maethows
Sun Oct 24, 2010 6:50 am
Forum: MLS Support, Help, and Feedback
Topic: CUBS Implementation -- Notes from the field
Replies: 37
Views: 7879

CUBS Implementation -- Notes from the field

I started the process of reconciling the changes made to our unit's financials a little earlier and ran across a few interesting things that I don't recall reading about in any of the prepare-for-CUBS messages. So I thought I'd document them as they come up -- just in case they come in handy for som...

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