Search found 47 matches

by waltbristow
Mon Jul 17, 2017 6:18 pm
Forum: Local Unit Finance
Topic: Scout Camp Refunds
Replies: 2
Views: 805

Re: Scout Camp Refunds

If it went into the 'Other' account, it would depend on the source of the original funds, right? If it was a check from the scout or his parents that was consolidated in the 'Other' account and then paid to the Council, that's another situation. If it was the result of fund raising, that's a much di...
by waltbristow
Mon Feb 13, 2017 11:09 am
Forum: Local Unit Finance
Topic: The companionship principal
Replies: 11
Views: 3543

Re: The companionship principal

Another good reason to encourage members to use online donations...
by waltbristow
Thu Feb 02, 2017 6:05 pm
Forum: Local Unit Finance
Topic: Online reimbursement using jotform
Replies: 12
Views: 3453

Re: Online reimbursement using jotform

So it IS possible to print the completed documentation? If someone has used Jotform or something similar, could you confirm that? And it sounds like you can go online and see the form along with the approvals? Does anyone know if the online 'history' shows who gave approvals?
by waltbristow
Thu Feb 02, 2017 1:44 pm
Forum: Local Unit Finance
Topic: Online reimbursement using jotform
Replies: 12
Views: 3453

Re: Online reimbursement using jotform

Not being familiar with Jotform and similar sites, do these sites have an audit trail so that when expenses are pulled for the mid-year and year-end audits, the auditor has something to show that the bishop/branch president or the stake/district president have approved the expense? Or will the audit...
by waltbristow
Sat Jan 21, 2017 10:33 am
Forum: Local Unit Finance
Topic: Financial Clerk Training - Audit Question
Replies: 40
Views: 19193

Re: Financial Clerk Training - Audit Question

When you say 'carry out' the audit, what do you mean? I'm confused about why anyone who is supposed to be involved with the audit (bishop, finance clerk, etc) or the auditor would not have the ability to enter LUFAS. Is it a matter of that person not being listed with a calling that gives them acces...
by waltbristow
Fri Jan 20, 2017 11:12 am
Forum: Local Unit Finance
Topic: Changes to rules, learned in Audit
Replies: 8
Views: 1900

Re: Changes to rules, learned in Audit

As an Assistant Area Auditor, as soon as I hear about audit changes like this, I try to get the word out. Most often changes clarify existing policies or procedures that are stated in the Handbooks. However, the existing written materials may not say it clearly. Changes in audit questions seem to be...
by waltbristow
Fri Aug 26, 2016 3:27 am
Forum: Local Unit Finance
Topic: Audit - new bishopric
Replies: 2
Views: 707

Re: Audit - new bishopric

Another reason to audit early. The audit department can waive an audit when there has been a change in leadership recently. However, it IS a wonderful teaching opportunity. The new bishop can learn a lot early in his tenure.
by waltbristow
Sun Jul 17, 2016 4:40 pm
Forum: Local Unit Finance
Topic: Local disaster relief
Replies: 2
Views: 543

Re: Local disaster relief

Thank you. That's exactly where I landed.
by waltbristow
Sun Jul 17, 2016 8:55 am
Forum: Local Unit Finance
Topic: Local disaster relief
Replies: 2
Views: 543

Local disaster relief

I have been asked about what Church policies affect the use of Church accounts when members in a stake want to provide donations that would be transferred to a ward impacted by the natural disaster. Is it appropriate to collect funds through either online donations or donations to one's own ward or ...
by waltbristow
Sun Sep 06, 2009 2:24 pm
Forum: MLS Support, Help, and Feedback
Topic: Nonmember listed in MLS Members without Callings report
Replies: 6
Views: 2297

Nonmember listed in MLS Members without Callings report

MLS allows you to print a report showing members who do not have callings. (Organizations >> Reports/Tools >> Members without Callings) Whilst looking at the printout this morning, I noticed that a man who is not a member of the Church (but who has a record number -- presumably one of those 'adminis...

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