Search found 92 matches

by daveywest
Thu Aug 27, 2015 3:47 pm
Forum: Local Unit Finance
Topic: Income not showing on Budget Report
Replies: 5
Views: 971

Re: Income not showing on Budget Report

As a stake clerk with over 5 years experience, I'd like to suggest how to appropriately handle accounting for activities funded from mixed sources. If the event is to be completely funded from budget allotments, use the appropriate auxiliary budget category (or sub-category for larger events like ca...
by daveywest
Sun Mar 01, 2015 12:34 pm
Forum: Local Unit Finance
Topic: Creating missionary specific mission fund
Replies: 8
Views: 1690

Re: Creating missionary specific mission fund

The named missionary account, is normally created around the time they enter the MTC. Once the account is there, you can use the Transfer option (in MLS) to transfer the already donated funds from the Ward Mission Fund to the named missionary's account. Rather than transfer the funds to the newly a...
by daveywest
Thu Jan 29, 2015 1:02 am
Forum: Local Unit Finance
Topic: Unspecified Other AMFA suddenly goes negative?
Replies: 1
Views: 1317

Re: Unspecified Other AMFA suddenly goes negative?

I would call MLS support on this one. There were some bugs closing out the year, and they may be able to help you resolve it quicker than anyone here on this forum.
by daveywest
Sun Jan 11, 2015 1:37 pm
Forum: Local Unit Finance
Topic: Moneygram made out to the Bishop
Replies: 2
Views: 873

Re: Moneygram made out to the Bishop

I would have the bishop endorse it by signing, then the words Pay To The Order of [your unit], then stamp it with your normal endorsment stamp.
by daveywest
Sun Jan 11, 2015 1:30 pm
Forum: Local Unit Finance
Topic: FO expense without FO recipient exists - four years ago
Replies: 3
Views: 890

Re: FO expense without FO recipient exists - four years ago

I spoke with MLS support about this issue in my stake. It is a bug that will be corrected in a software update later this month.
by daveywest
Sun Dec 21, 2014 11:35 am
Forum: Local Unit Finance
Topic: Tithing donations
Replies: 2
Views: 689

Re: Tithing donations

The finance training discourages the use of "Anonymous" donations. Rather, it encourages the use of "Unknown." It's a subtle, but important difference. Unknown implies we are still seeking to identify the donor. MrRad is correct that the donation should be deposited immediately e...
by daveywest
Sun Dec 21, 2014 11:30 am
Forum: Local Unit Finance
Topic: Adjusting balance in Other Category
Replies: 3
Views: 631

Re: Adjusting balance in Other Category

Write a check to your ward from the Other category and deposit into the correct account.
by daveywest
Sun Nov 23, 2014 11:38 am
Forum: Local Unit Finance
Topic: Charitable Cash Contributions
Replies: 6
Views: 1379

Re: Charitable Cash Contributions

Also, if the student has moved out of our ward we should just mail it to their new address? The US postal service will forward 1st class mail for up to one year. If you can't find the new address, mail the documents to their last known address. If the letter is returned, keep it in your files for t...
by daveywest
Sun Nov 09, 2014 11:55 am
Forum: Local Unit Finance
Topic: Excess other funds, HQ won't cash the check
Replies: 1
Views: 526

Excess other funds, HQ won't cash the check

Several years ago, our Stake Relief Society solicited donations for a humanitarian project. They did not spend all that was donated. The Stake President gave them a deadline of Dec. 31st last year to spend it, or we would forward to HQ as unspent funds. The check was sent to HQ the first week of Jan...
by daveywest
Mon Sep 22, 2014 2:39 pm
Forum: Local Unit Finance
Topic: Policy on welfare covering a refundable deposit
Replies: 4
Views: 1170

Re: Policy on welfare covering a refundable deposit

Thanks lajackson. I'd found that reference in HB1. I'm looking for a very specific statement I remember seeing after an auditor dinged a ward a few years ago after the Bishop paid a deposit. I'm wondering if the phrasing was altered in a recent edition of Handbook 1, and we are enforcing a policy in...

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