Search found 186 matches

by cchang
Mon Jan 20, 2020 1:25 pm
Forum: Local Unit Finance
Topic: 2020 Budget rollover balance
Replies: 19
Views: 659

Re: 2020 Budget rollover balance

I'll have to review this in MLS. This is the frustrating part and one of the last remaining things in MLS that I need to access MLS for in budget updates. Hopefully this feature will be coming to LCR soon.
by cchang
Mon Jan 20, 2020 1:21 pm
Forum: Local Unit Finance
Topic: Annual Tithing Declaration - Donor Year End Statements
Replies: 13
Views: 578

Re: Annual Tithing Declaration - Donor Year End Statements

We have a few members that have been asking for it. Members have two options available to them to get the donations amount for tax filing. They can go into the online donations for a donations summary or they can ask the clerk for a donation summary. Neither of these summaries are not tax valid sta...
by cchang
Mon Jan 20, 2020 1:17 pm
Forum: Local Unit Finance
Topic: 2020 Budget rollover balance
Replies: 19
Views: 659

Re: 2020 Budget rollover balance

Actually they do affect this number. Our unit has a positive rollover and we have the first quarter allowance and I have entered the estimates for the other three quarterly amounts. The bold large font amount is the total remaining budget amount and below it in smaller font is the total budget set ...
by cchang
Mon Jan 20, 2020 1:15 pm
Forum: Local Unit Finance
Topic: 2020 Budget rollover balance
Replies: 19
Views: 659

Re: 2020 Budget rollover balance

There has got to be a delay in the sync with MLS and LCR. Just wait a day or two. Or... it is possible that if you have processed an expense for a category and you have yet to allocate funds to that category, or any categories, or something like that, there is a bug that results in a negative amoun...
by cchang
Sun Jan 19, 2020 8:43 pm
Forum: Local Unit Finance
Topic: Annual Tithing Declaration - Donor Year End Statements
Replies: 13
Views: 578

Re: Annual Tithing Declaration - Donor Year End Statements

I turned mine off (so the ward doesn't have to print it) - I generate mine myself on the donations page. However, 2019 is not yet available for selection so I would guess they are not quite ready yet. Yes, I have not seen the option for 2019 yet for selection. We have a few members that have been a...
by cchang
Sun Jan 19, 2020 8:41 pm
Forum: Local Unit Finance
Topic: 2020 Budget rollover balance
Replies: 19
Views: 659

Re: 2020 Budget rollover balance

If you're talking about the funds, check your allocation category. If you're talking about the spending plan, was that input for 2020? When I go into the Budget tab it says the following. I would have expected to see the rollover balance at the bottom even if I haven't allocated any of the rollover...
by cchang
Sun Jan 19, 2020 8:07 pm
Forum: Local Unit Finance
Topic: 2020 Budget rollover balance
Replies: 19
Views: 659

2020 Budget rollover balance

When does the prior year's remaining budget balance rollover to 2020? I have not seen them rollover yet and currently we are showing a negative balance since we are already seeing 2020 expenses come through.
by cchang
Sun Jan 19, 2020 8:06 pm
Forum: Local Unit Finance
Topic: Annual Tithing Declaration - Donor Year End Statements
Replies: 13
Views: 578

Re: Annual Tithing Declaration - Donor Year End Statements

Unless something changes this year, you won't be able to generate individual statements until the pre-generated statements are available. And as lajackson has indicates, that's usually been somewhere in the Jan 16-24th range. But the only guarantee we've been given is that they will be available be...
by cchang
Thu Jan 16, 2020 2:37 pm
Forum: Membership Help
Topic: Member Address Mailing - Return Service Requested
Replies: 7
Views: 968

Re: Member Address Mailing - Return Service Requested

I wrote up an insert letter requesting update contact info and plan to mail it out. If you'd be willing to share, I'd be interested in seeing the letter you wrote. I need to send out some of these letters, and have struggled with just how to word them. This is what I wrote but you’ll need to replac...
by cchang
Tue Jan 14, 2020 6:09 pm
Forum: Local Unit Finance
Topic: Annual Tithing Declaration - Donor Year End Statements
Replies: 13
Views: 578

Annual Tithing Declaration - Donor Year End Statements

When I tried to generate the Year End Statement for individual donors, I am not seeing an option to select the year 2019. When will the year end statements for 2019 be available to start handing out? I don't see it in the pre-generated donor statements section either in the Year End Statement. The o...

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