Search found 315 matches

by allenjpl
Tue May 12, 2015 11:38 am
Forum: Local Unit Finance
Topic: Checks made payable to the Church
Replies: 8
Views: 8390

Re: Checks made payable to the Church

Bank accounts are set up in the name of the unit, not the church, so checks should be made out to the unit. Not necessarily. The larger banks may have deposit concentration, meaning that many different wards may be depositing funds into the same account. The account is titled under the Corp. of the...
by allenjpl
Fri May 08, 2015 11:52 am
Forum: Local Unit Finance
Topic: Reimbursement Form/Payment Request Form
Replies: 23
Views: 30953

Re: Reimbursement Form/Payment Request Form

After I was released as a finance clerk, I was called to be on the Scout Committee. The reimbursement form had been created at some point in history using Excel. Typically, we just printed it, and had hard copies available for anyone to fill out. Since my new calling involved dealing with a number o...
by allenjpl
Tue Apr 28, 2015 12:52 pm
Forum: Local Unit Finance
Topic: Missionary Move-in
Replies: 5
Views: 648

Re: Missionary Move-in

The current bishop needs to have a conversation with the old bishop, in which the current bishop agrees to take on the financial responsibility for the missionary. Then, they coordinate a date (can be in the past) when the responsibility transfers. Once that's done, someone (can be a clerk) can send...
by allenjpl
Wed Apr 15, 2015 2:26 pm
Forum: General Discussions
Topic: Duty To God Medallions
Replies: 13
Views: 9050

Re: Duty To God Medallions

Instead, if the youth who has completed the requirements for a Duty to God Certificate is also a scout, and has reached the rank of Star, he can be awarded the On My Honor Award. The On My Honor Award is a green and gold ribbon with a silver fleur-de-lis overlain with the Angel Moroni.
by allenjpl
Wed Apr 01, 2015 4:17 pm
Forum: Local Unit Finance
Topic: How to pay tithing online?
Replies: 175
Views: 90074

Re: How to pay tithing online?

My Bishop, in Sacrament Meeting this past Sunday, got on members about putting a note in the Fast Offering envelope the Deacon's bring around on Sunday morning. They kept saying I pay my FO when I pay my tithing and wanted to be removed from the route. He said that 'The Church' is trying to build t...
by allenjpl
Mon Mar 09, 2015 11:12 am
Forum: Local Unit Finance
Topic: Help with Fast Offering Expenses without Recipients
Replies: 8
Views: 1162

Re: Help with Fast Offering Expenses without Recipients

I wish you hadn't done that. First, you've falsified the records by creating a fictitious person for the purpose of circumventing the requirement to include the FO recipient. Second, the name of the assisted member shows up in the Consolidated Unit Financial Statement (CUFS). Part of what the bishop...
by allenjpl
Tue Feb 24, 2015 3:39 pm
Forum: Local Unit Finance
Topic: Creating missionary specific mission fund
Replies: 8
Views: 1851

Re: Creating missionary specific mission fund

Biggles wrote:The named missionary account, is normally created around the time they enter the MTC.


I've even seen it created as early as within a couple days of the date the call was issued.
by allenjpl
Tue Feb 17, 2015 2:49 pm
Forum: Leader and Clerk Resources
Topic: 18 Year old YM vs 18 Year old YW
Replies: 9
Views: 2719

Re: 18 Year old YM vs 18 Year old YW

May I suuggest someone run up the flagpole that for USA wards that automove of YW be changed to happen at 19 like it does for YM. Most 18 year old YW stay in YW until they graduate or turn 19. Handbook 10.1.5 allows this. Clerks could then move to RS when a conscious decision is made my her and her...
by allenjpl
Mon Feb 09, 2015 12:44 pm
Forum: Local Unit Finance
Topic: changing category names
Replies: 3
Views: 723

Re: changing category names

I would like to change the name of the account I am not sure you can change the name of the account once it has been used. It should be possible (at least it used to be). Go to Finance > Budget > Add/Update Categories on the menu. Find the category you want to rename, right click and select 'Rename...
by allenjpl
Tue Feb 03, 2015 12:35 pm
Forum: Local Unit Finance
Topic: How to transfer money from Ward Mission Fund to a missionary
Replies: 11
Views: 3639

Re: How to transfer money from Ward Mission Fund to a missio

I realize this may be a basic process, but we have a missionary account for a missionary who has long since returned from his mission--but during his mission his family moved several times and ... long story short ... our ward has a balance on his missionary account that I am trying to close out us...

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