Tech Forum

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...

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.

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...

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 ...

+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.

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.

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 pa...

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 pa...

(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 a...

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...