Search found 322 matches

by allenjpl
Sat Sep 18, 2010 8:48 am
Forum: Local Unit Finance
Topic: Overrun onto check from multiple "Other" subcategories
Replies: 13
Views: 2086

An alternative to your approach is to use a spreadsheet. Because I found I needed to manipulate data in more ways than MLS permitted, whenever we received a donation slated for a scout camp, I entered the name of the donor, the name of the boy, the date and amount of the donation and, if necessary, ...
by allenjpl
Thu Aug 12, 2010 10:04 pm
Forum: Local Unit Finance
Topic: Paying for camps from Budget and Other
Replies: 5
Views: 1247

Paying for camps from Budget and Other

There is no provision for paying for camps using any other source of funds, and it is quite clear that money that goes into the Other category for the exceptional case of paying for one annual camp comes from the participants earning the money, or from a fundraiser. That money collected for that sp...
by allenjpl
Sun Jun 06, 2010 10:17 pm
Forum: Local Unit Finance
Topic: New statements and budget procedures are on the way
Replies: 12
Views: 3095

It's clear that there will be additional communication before the changeover occurs. For one thing, every unit will have to upgrade to MLS 3.2, which isn't even available yet. For another, there once the MLS 3.2 upgrade occurs, the Church will have to do the switchover to CUBS. I'm sure we'll be to...
by allenjpl
Thu Apr 22, 2010 2:40 pm
Forum: Reports and Forms
Topic: Print Attendance Rolls - Hard to Find Feature
Replies: 10
Views: 12766

I might be wrong, but can't you go to Organizations > Relief Society > Print rolls and lists? (I think that's the path to get it) There's a specific class roll function built into MLS that allows you to select the length of the roll, the timeframe, and special information.
by allenjpl
Wed Apr 21, 2010 3:54 pm
Forum: Local Unit Finance
Topic: Distribution Services
Replies: 9
Views: 2604

What do I do to make a paper trail for online distribution orders? It seems that the distribution orders would need to be authorized like any other expense, but I've never had an auditor ask to look at them. In the past, I've treated them the same as the missionary payments, and simply gone ahead an...
by allenjpl
Sat Apr 17, 2010 11:18 pm
Forum: Getting Started for New Clerks
Topic: New Missionary Finance Tips
Replies: 59
Views: 32483

I know this is an old Thread, but the topic is new to me. I followed all of the conversation just fine, except where I got to the part of the above quote that I underlined. Two questions. 1) In the enter expense screen you enter the reference #, but there is still the box for the payee. What do you...
by allenjpl
Sat Dec 19, 2009 1:24 pm
Forum: Local Unit Finance
Topic: Boundary Changes and Tithing settlement
Replies: 4
Views: 1378

Boundary Changes and Tithing settlement

After Tithing Settlement had started, out stake realigned the boundaries of a few wards and created a new ward. According to policy, I provided the new ward's clerk with the tithing settlement statements for all the affected members. Do I need to do anything special with the Tax statements?
by allenjpl
Wed Apr 22, 2009 11:06 pm
Forum: Local Unit Finance
Topic: Distribution Center Charge to Other?
Replies: 13
Views: 3026

Although I appreciate your concern for following policy regarding the Other account, I can't find any place in the policy or training materials that makes these specific claims. Although in general, subcategories of the Other account are to be used "promptly" for the intended purpose, there is no m...
by allenjpl
Tue Apr 21, 2009 12:05 am
Forum: Local Unit Finance
Topic: Distribution Center Charge to Other?
Replies: 13
Views: 3026

Does anyone happen to know if it is possible to make Distribution Center orders which charge the ward "Other" account, rather than the budget? We have an ongoing pass-through account which we use to buy Bibles to give to the Stake (they have a program setup in which they are given to troubled youth...
by allenjpl
Sat Apr 18, 2009 3:01 pm
Forum: Getting Started for New Clerks
Topic: Membership Info, who can have?
Replies: 12
Views: 3408

I've never heard of such a thing being done by the WML. If the WML just wants to know if one year has passed, that would be one thing. You could tell him yea/nay before getting the member's hopes up. It sounds to me like you really need to sit down with the Bishop and discuss this. Or call the stak...

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