Search found 200 matches

by cchang
Sun Jan 19, 2020 8:07 pm
Forum: Local Unit Finance
Topic: 2020 Budget rollover balance
Replies: 19
Views: 1420

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: 1316

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: 1275

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: 1316

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...
by cchang
Tue Jan 14, 2020 5:36 pm
Forum: General Clerk Discussions
Topic: Ward Calendar and organizations
Replies: 22
Views: 1527

Re: Ward Calendar and organizations

When I set the 'Add Email Reminder' in the LDS Tools Calendar event, how do I specify who to send it to instead of just me or the event creator? You don't control who it gets sent to. It gets sent to those who have subscribed to that specific calendar and have requested reminders. So it's in the ha...
by cchang
Tue Jan 14, 2020 5:10 pm
Forum: General Clerk Discussions
Topic: Ward Calendar and organizations
Replies: 22
Views: 1527

Re: Ward Calendar and organizations

How do you enter a calendar event on the lds tools app? I tried but didn’t see an option in the app or can this only be done on a desktop PC? Is there a calendar view of the calendar on the lds tools app? I don't see any way of doing it via Member Tools. But the calendar on churchofjesuschrist.org ...
by cchang
Mon Jan 13, 2020 3:58 pm
Forum: General Clerk Discussions
Topic: Ward Calendar and organizations
Replies: 22
Views: 1527

Re: Ward Calendar and organizations

Not to mention, the Church calendar helps manage locations, too, preventing double-booking. Which is really important if you're having to coordinate building use with another unit. How do you enter a calendar event on the lds tools app? I tried but didn’t see an option in the app or can this only b...
by cchang
Sun Jan 12, 2020 10:27 pm
Forum: General Clerk Discussions
Topic: Ward Calendar and organizations
Replies: 22
Views: 1527

Ward Calendar and organizations

I was tasked to keep a Branch Calendar of all activities going on for the Branch including all of the other organizations activities also. How have you been able to keep track of all activities in one main branch calendar? We thought about using Google Calendar and then merging all the other organiz...
by cchang
Sun Jan 12, 2020 10:22 pm
Forum: Local Unit Finance
Topic: End of year expenses
Replies: 6
Views: 485

Re: End of year expenses

The Balance Forward category is not accessible by local users for expense or income transactions. It gets added to the 4 quarterly budget allocations, and transfers into Budget Allocations. Once the funds are there the amount can be allocated to any user accessible category. I use the Miscellaneous...
by cchang
Fri Jan 03, 2020 10:09 am
Forum: Membership Help
Topic: Missionary served in Branch/Ward
Replies: 1
Views: 194

Missionary served in Branch/Ward

Is there a report that shows all the missionaries that have served in the branch or ward? Not members who are returned missionaries within the branch but any missionary that has served in the branch from other wards and branches.

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