Search found 36 matches

by surf40
Sun Jun 01, 2014 4:02 pm
Forum: Local Unit Finance
Topic: How to enter Fundraiser donations?
Replies: 2
Views: 800

How to enter Fundraiser donations?

I have a couple of questions on how to handle funds received from the YW from a girls camp fundraiser. 1. They had a dinner, and received some checks, but mostly cash. I know it goes in the "Other, YW camp" account, but under whose name does the cash get entered? 2. Some members just donat...
by surf40
Sun Mar 09, 2014 3:43 pm
Forum: Local Unit Finance
Topic: Filling out W-9
Replies: 3
Views: 5348

Filling out W-9

A person in our ward died and in her will left money to the Ward Missionary Fund. The trust mailed to the bishop a W-9 form. How do we fill this out? It asked the following 1. Name. Do we put the bishop's name here? 2. Business name. Do we use COJCOLDS? 3. Federal Tax Classification. Choice is Indiv...
by surf40
Sun Dec 08, 2013 1:38 pm
Forum: Local Unit Finance
Topic: Manually writing a check
Replies: 4
Views: 825

Manually writing a check

Is it possible to manually write a check if for some reason the MLS is down (computer or internet problems)? Is there procedures for this? Can one call the 1-800 number to get the funds authorized for the check, and then how would I enter it in MLS once it comes back up? We had an urgent need this l...
by surf40
Sun Jul 28, 2013 9:53 pm
Forum: Local Unit Finance
Topic: Reconciliation Report
Replies: 2
Views: 650

Reconciliation Report

Question 32 of the financial audit talks about comparing the "Reconciliation Report" with the Church Unit Financial Statement. So what is the Reconciliation Report? Is that something that is run from MLS every month? Does the financial clerk need to run it? is it on the financial page on M...
by surf40
Fri Jun 14, 2013 2:16 pm
Forum: Local Unit Finance
Topic: Transfer money from Budget to "other"
Replies: 64
Views: 15583

Re: Transfer money from Budget to "other"

Thanks for all the help with this. So the question is now this. We wrote the check for (using round numbers) $1000. We only had $200 in the "other camp" account. So we were -$800. Then last week we received $300 from a parent towards the scout camp, so we put that in the "other camp&q...
by surf40
Thu Jun 13, 2013 8:11 pm
Forum: Local Unit Finance
Topic: Transfer money from Budget to "other"
Replies: 64
Views: 15583

Transfer money from Budget to "other"

We need to transfer money from the budget to an other category. Reason: Bishop wrote a check for scout camp from the designated other category, but we didn’t have enough money to cover the full cost. So now our “other” category is in the red. Can I do the transfer in MLS, or do we need to write a ch...
by surf40
Sun May 12, 2013 9:30 pm
Forum: MLS Support, Help, and Feedback
Topic: Can't add new MLS user
Replies: 22
Views: 5550

Can't add new MLS user

Went to add a new MLS user. He was in the Bishopric years ago, so his name was on the list as inactive. I reactivated it, and went to add the privileges as HGPL, but the system gave me an error of "This member is already associated with a user. Please select another member" Nothing I could...
by surf40
Sun Mar 17, 2013 9:12 pm
Forum: Leader and Clerk Resources
Topic: Online Finacial training
Replies: 2
Views: 1425

Re: Online Finacial training

aeBrown, Thanks for the help. The links you referenced in the other thread work great, but I'm not allowed to navigate to the same page with my "Stake Membership Clerk" calling, I can only jump directly with the link. So, nice to have the link, which I can send to the bishopric! Thanks again
by surf40
Sun Mar 17, 2013 6:18 pm
Forum: Leader and Clerk Resources
Topic: Online Finacial training
Replies: 2
Views: 1425

Online Finacial training

I’m having a hard time finding the online financial training. I’ve been asked by the Stake Pres to make sure a new Bishop and his counselors watch the “Financial Training video” as an action from their last financial audit. My official calling is “Assistant Stake Clerk for membership” so I’m not see...
by surf40
Wed Mar 13, 2013 3:53 pm
Forum: Local Unit Finance
Topic: Missionary Check into multiple accounts?
Replies: 3
Views: 544

Re: Missionary Check into multiple accounts?

Thanks, thats what I thought. now I can give him the exact amounts to put in each catagory.

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