Search found 200 matches

by cchang
Mon Jan 20, 2020 2:30 pm
Forum: Local Unit Finance
Topic: Annual Tithing Declaration - Donor Year End Statements
Replies: 13
Views: 1318

Re: Annual Tithing Declaration - Donor Year End Statements

When I go into Donor Statements in LCR, I can't even generate a new statement for the previous year. It's probably because I cant' delete the pregenerated donor statement which only goes through Sept. 30, 2019 but we need one for the entire 2019 year. Can you generate a new donor statement for the ...
by cchang
Mon Jan 20, 2020 1:48 pm
Forum: General Clerk Discussions
Topic: Mission Fund
Replies: 4
Views: 298

Re: Mission Fund

I would put it in the ward mission fund. Then when appropriate transfer the donated money into the missionaries account when created. Don’t put it in the general mission fund, as you have no control over that fund. That makes sense. After re-checking, we did put it in the Ward Mission Fund account....
by cchang
Mon Jan 20, 2020 1:31 pm
Forum: General Clerk Discussions
Topic: Missionary Fund Withdrawal process
Replies: 3
Views: 468

Missionary Fund Withdrawal process

We have a member who is going out on their mission in the next month. Do they deposit their mission funds into their missionary fund account and then the system automatically withdraws from that fund account each month? I'm trying to see how the process works for depositing and withdrawing from the ...
by cchang
Mon Jan 20, 2020 1:28 pm
Forum: General Clerk Discussions
Topic: Mission Fund
Replies: 4
Views: 298

Mission Fund

We have a member that donated to a mission fund for a missionary that has not yet been approved/created so we cannot put it into their specific mission fund. Do we put it in the general mission fund until their missionary account has been created and then do an adjustment? Our concern is that if we ...
by cchang
Mon Jan 20, 2020 1:25 pm
Forum: Local Unit Finance
Topic: 2020 Budget rollover balance
Replies: 19
Views: 1420

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: 1318

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: 1420

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: 1420

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: 1318

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: 1420

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...

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