Tech Forum

If there is no indication on the form what corporation it is from/for, I can see how that would have trouble being accepted by the IRS in the case of an audit. If you want an official position, you will likely need to contact the Tax division at church headquarters. However, it would appear the inst...

My question: is anyone experiencing similar issues? I intent to call SLC next week about it, but thought I would check here first. Yes. We had a recent spike in the number of recommends not activated by the time the member gets to the temple. Follow up in MLS showed that every single one of them wa...

Yeah, as the Stake Financial Clerk I don't have access to the Leaders Portal yet. Currently no financial information is displayed in Leader Tools, so having access wouldn't help you with what you want, at least not yet. You are on the right track, but the only way to create what you want is to do i...

Budget Fast Offerings Ward Missionary Other: AMFA Any other suggestions to this list? I don't believe there is anything else! Things I track specifically: Fast offering checks - is the purpose descriptive enough to identify what was paid for? Does the category fit the description. Budget - Is a war...

I have always gotten a response though the timing has varied depending on the seriousness of the issue. Some have been responded to in hours while others have taken several months.

As a preliminary example, read this page. It provides instructions for several operating systems.

If you are not able to resolve the disagreement to the member's satisfaction, you need to involve LUS . From the audit form: 8. Have all disagreements between members’ donation records and the unit’s donation records been settled to the satisfaction of everyone? Mark “NA” if there were no disagreeme...

86Bengal wrote:I would've expected this had I done a transfer. But why can't a simple category change retain the original transaction date?

This is because you are making an adjustment to a reconciled expense. To create the proper audit trail, the change must reflect the actual timing.

My stake is asking for the specific families that haven't been home taught for 2 consecutive months and for families that are not assigned to be taught. Is this a feature that will be available in "leadership resources"? Perhaps one day, but only if there is a change in the mentality of w...

In other words, can we create a make-up batch for the previous year after we have already entered a donation batch for the current year? As answered, yes. I would add the additional comment that you can also have multiple batches for the same date. Expanding on aebrown's example, it is possible tha...