Search found 43 matches

by t0008sa
Tue Sep 01, 2020 11:47 am
Forum: Local Unit Finance
Topic: "Custom" Finance Report
Replies: 11
Views: 242

Re: "Custom" Finance Report

Thanks eblood66! I'll run over to the church and give that a try.
by t0008sa
Tue Sep 01, 2020 11:16 am
Forum: Local Unit Finance
Topic: "Custom" Finance Report
Replies: 11
Views: 242

Re: "Custom" Finance Report

Dave -- I did put in custom dates, but I still have to go one-by-one to look up each donation and who made it.

I'd like to see:
Sister Jones Donors 9/2018-9/2020
Smith $100
Jones $2000
Bryant $1500
etc.

I have to go to each entry, click on the Reference#, and then see who made the donation.
by t0008sa
Tue Sep 01, 2020 11:01 am
Forum: Local Unit Finance
Topic: "Custom" Finance Report
Replies: 11
Views: 242

Re: "Custom" Finance Report

Pretty much the same thing, with the addition of the monthly $400 withdrawals. It shows the "Reference#" that I then have to click on to see the name of the donor.
by t0008sa
Tue Sep 01, 2020 10:38 am
Forum: Local Unit Finance
Topic: "Custom" Finance Report
Replies: 11
Views: 242

"Custom" Finance Report

I have a returned missionary who has excess funds in her account. I want to be able to see who all the donors were and the amounts they donated. I'm currently going one-by-one after selecting donations, ward missionary account, and her name. There are close to 200 entries. Any suggestions? Thanks!
by t0008sa
Wed Feb 12, 2020 6:55 pm
Forum: Gospel Living App
Topic: Gospel Living' app circles
Replies: 107
Views: 13833

Re: Gospel Living' app circles

Yes — Circles for presidencies
by t0008sa
Wed Feb 12, 2020 6:32 pm
Forum: Gospel Living App
Topic: Calendar
Replies: 5
Views: 194

Calendar

It seems the Gospel Living App doesn't pull down the main calendar from churchofjesuschrist.org

That needs to be integrated ASAP — we've FINALLY gotten most everyone to go to the main calendar. Please don't make us enter things on multiple calendars.
by t0008sa
Mon Nov 04, 2019 9:19 am
Forum: Local Unit Finance
Topic: Payment Timing for ACH Expense Reimbursement
Replies: 17
Views: 1611

Re: Payment Timing for ACH Expense Reimbursement

I just talked to the GSC on this issue of ACH payments showing up as not cleared. I was told that banks have up to 6 (?!?!?!?) months to report these items as cleared, but that the most they had seen was about 3 months.
by t0008sa
Wed Aug 28, 2019 6:22 am
Forum: Local Unit Finance
Topic: Duplicate ACH/EFT Payment
Replies: 1
Views: 208

Duplicate ACH/EFT Payment

We had one person enter an ACH/EFT reimbursement that got approved and sent.

Another person also did that for the same reimbursement.

Is asking the recipient for a refund the only resolution?

Thanks!
by t0008sa
Wed Aug 28, 2019 6:18 am
Forum: Local Unit Finance
Topic: Ward budget reports in LCR
Replies: 32
Views: 4441

Re: Ward budget reports in LCR

Are the budget reports you send from LCR showing the balance still available? I don't see that when I look at individual organization budget reports. That's usually the item of greatest concern. I just checked and the budgets for individual organization reports are still available. Is there a speci...
by t0008sa
Wed Aug 21, 2019 9:32 am
Forum: Leader and Clerk Resources
Topic: Where is the Youth Protection Training Report?
Replies: 52
Views: 2534

Re: Where is the Youth Protection Training Report?

I'm still not seeing a report on who has taken the Children and Youth Protection Training. Anyone else still having this issue?

Go to advanced search