Search found 34 matches

by khasay
Sun Jan 08, 2012 9:13 am
Forum: Local Unit Finance
Topic: Budget Allocations
Replies: 3
Views: 594

Budget Allocations

After our ward received the first quarter allocation, I estimated the allocation amounts for the remaining quarters in our budget. So, the budget we were working with during that quarter consisted of the carry over + actual allocation for the first quarter + estimates for the remaining quarters. In ...
by khasay
Mon Dec 19, 2011 8:41 am
Forum: Local Unit Finance
Topic: Year-end donations
Replies: 5
Views: 1249

Year-end donations

The following instructions are given regarding handling of a donation that was included in a 2012 batch that should have been included in 2011: "If a unit makes a deposit to a batch on or after January 1 that should have been counted in the previous year, they can make the adjustment from the new ye...
by khasay
Wed Dec 07, 2011 6:25 am
Forum: Local Unit Finance
Topic: Other Category
Replies: 11
Views: 1511

Other Category

Our ward has set up Other Sub Categories for Scout Camp, Sub for Santa, etc. We have zeroed out all of these Sub Accounts for this year; however, about once a month, a small amount shows up in the Other Category (not Sub Category of Other). Usually the amounts are for less than 50 cents or so. I cou...
by khasay
Mon Nov 21, 2011 10:44 am
Forum: Local Unit Finance
Topic: Merging Member donor records
Replies: 21
Views: 3456

Thank you. I will go to the appropriate batches and make the edits.
by khasay
Sun Nov 20, 2011 9:02 pm
Forum: Local Unit Finance
Topic: Merging Member donor records
Replies: 21
Views: 3456

I tried that earlier. I checked that option on the husbands name, and the two records were still printed out separately on the tithing settlement statements, even though they appeared to be combined in the list on the "print household" option. In other words, when I tried to print the donor reports ...
by khasay
Sun Nov 20, 2011 7:11 pm
Forum: Local Unit Finance
Topic: Merging Member donor records
Replies: 21
Views: 3456

Merging Member donor records

I tried to merge husband and wife donors (in "add update donors") and was not allowed to do so. I received an error message indicating that you can not merge member donors. Have the rules changed. I am quite sure that I have done it before.
by khasay
Tue Nov 15, 2011 7:33 am
Forum: Local Unit Finance
Topic: Reimbursement of funds to Agent Ward
Replies: 3
Views: 915

Reimbursement of funds to Agent Ward

During the year, we as the Agent Ward have paid expenses for Library, Sacrament Cups, etc. Now we are billing the other wards in the building for their share of these expenses. We originally paid these expenses from our Administrative Sub Category. I know this is a dumb question, but when I receive ...
by khasay
Mon Aug 08, 2011 2:26 pm
Forum: Local Unit Finance
Topic: Unexplained values in "Other Category"
Replies: 2
Views: 694

Unexplained values in "Other Category"

Occasionally a value shows up in my Other Account (not a sub category of Other). For example, a value of $1.27 showed up there now. I don't know how it got there. Could it be something to do with sales tax reimbursement? For example, if I close out an other sub category with a balance of $30 with a ...
by khasay
Tue May 03, 2011 6:48 pm
Forum: Local Unit Finance
Topic: View/update expense report
Replies: 3
Views: 928

Thank you!!!
by khasay
Tue May 03, 2011 6:05 pm
Forum: Local Unit Finance
Topic: View/update expense report
Replies: 3
Views: 928

View/update expense report

In MLS (CUBS), does the word "cleared" on the right column of the View/Update report mean that it has cleared the bank or something else?

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