Search found 318 matches

by allenjpl
Wed Apr 21, 2010 3:54 pm
Forum: Local Unit Finance
Topic: Distribution Services
Replies: 9
Views: 2550

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: 31996

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: 1360

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: 3011

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: 3011

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: 3361

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...
by allenjpl
Wed Apr 08, 2009 10:16 am
Forum: Local Unit Finance
Topic: Voided Checks and reconcilation
Replies: 4
Views: 1579

Okay, I'll go ahead and put in a temporary item. In the Wiki, though, it says that I should include a specific reference number. Would I reference the voided check numbers, and include the date they were voided? That would provide an easy audit trail.
by allenjpl
Wed Apr 08, 2009 9:44 am
Forum: Local Unit Finance
Topic: Voided Checks and reconcilation
Replies: 4
Views: 1579

Voided Checks and reconcilation

First, I want to thank everyone for all the useful information in this forum. I've been a clerk for about 7 months, and it's been a goldmine. This is a situation that I haven't seen before, and I couldn't find any information on: The ward issued three checks. Later, because of issues with the payee,...

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