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by eblood66
Mon Aug 05, 2019 12:59 pm
Forum: Local Unit Finance
Topic: Change name on reimbursement
Replies: 7
Views: 273

Re: Change name on reimbursement

If their name is entered as the donor then that individual will see the returned funds on their annual tax valid statement as a deductible contribution. Donations to budget do not show up as charitable donations. It will show up on the donor statement but not on the tax statement. So it isn't so mu...
by eblood66
Mon Aug 05, 2019 6:52 am
Forum: Local Unit Finance
Topic: Update Budget allocation
Replies: 17
Views: 894

Re: Update Budget allocation

If you're trying to use it to show the organizations how much they still have left to spend, then letting it run negative due to a previous year expense is annoying because they may actually still have dollars to spend from this year's budget. If you're trying to use it to track what they say they'...
by eblood66
Sun Aug 04, 2019 8:24 pm
Forum: Local Unit Finance
Topic: Update Budget allocation
Replies: 17
Views: 894

Re: Update Budget allocation

cchang wrote:I think this is probably the last remaining item that I still need to log into MLS for only. Is this something that's on the enhancement list to be added to LCR?

I'm sure it is but we don't know the time table.
by eblood66
Sun Aug 04, 2019 8:22 pm
Forum: Local Unit Finance
Topic: Delete non-member payee
Replies: 1
Views: 117

Re: Delete non-member payee

No, once a payee is associated with a transaction the payee can't be removed until the transaction is no longer within the retention period. However, you can correct the address associated with the payee by using the Participants tab in LCR Finance.
by eblood66
Sun Aug 04, 2019 8:20 pm
Forum: Local Unit Finance
Topic: IROP expense
Replies: 1
Views: 120

Re: IROP expense

No. If you do not have sufficient budget allocated to the Distribution Center Charges then it will just have a negative balance. The online store does not check budgets in any way. But nobody outside your unit really cares whether a specific budget category is negative or not as long as your overall...
by eblood66
Sat Aug 03, 2019 1:00 pm
Forum: Local Unit Finance
Topic: IROP approval via LCR? Missing info?
Replies: 7
Views: 227

Re: IROP approval via LCR? Missing info?

Where are you looking at to see the LCR IROP? If you find the expense in Finance > Expenses > Expenses Summary, click on the IROP number to view the expense details and then click on the PDF icon just to the right of the reference number (under the horizontal line) it shows the full IROP. As far as ...
by eblood66
Sat Aug 03, 2019 12:52 pm
Forum: Local Unit Finance
Topic: Ward budget reports in LCR
Replies: 25
Views: 2986

Re: Ward budget reports in LCR

There seems to be a trend lately to roll out half-featured releases that don't have all the things necessary to make it useful. As someone that has managed programmers, I don't understand that approach. To me this looks more than useful enough to release. I generally only edit the budget amounts on...
by eblood66
Sat Aug 03, 2019 12:48 pm
Forum: Local Unit Finance
Topic: Ward budget reports in LCR
Replies: 25
Views: 2986

Re: Ward budget reports in LCR

Our LCR version appears to match MLS. However, there is no way to assign the budget amounts yet in LCR. Also, the "Other: Member Authorized..." for camps, high adventure, etc. are not available on LCR yet (unless I'm missing something). You can kind of get the Other::AFMA information usin...
by eblood66
Sun Jul 28, 2019 12:29 pm
Forum: Membership Help
Topic: Missing Membership
Replies: 3
Views: 289

Re: Missing Membership

I think this is something that the clerk is going to have to take care of. Even if you emailed headquarters they would likely need to talk to the clerk or bishop before taking any action.
by eblood66
Sun Jul 28, 2019 5:45 am
Forum: Local Unit Finance
Topic: Donation - Budget Other Category
Replies: 1
Views: 140

Re: Donation - Budget Other Category

You shouldn't put donations in to a budget category unless it's actually a refund or return from a previous budget expense. For donations for YW camp you need to create a category under the 'Other::Authorized Member Financed Activities" category and use that. However, when looking at the donati...

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