Search found 96 matches

by daveywest
Sun Dec 21, 2014 11:30 am
Forum: Local Unit Finance
Topic: Adjusting balance in Other Category
Replies: 3
Views: 839

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: 1739

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: 622

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: 1335

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...
by daveywest
Mon Sep 22, 2014 10:11 am
Forum: Local Unit Finance
Topic: Policy on welfare covering a refundable deposit
Replies: 4
Views: 1335

Policy on welfare covering a refundable deposit

I'm looking for a source document I've previously seen concerning fast offering assistance paying for a utilities deposit that may eventually be refundable to the member. I thought it was in Handbook 1, but I can't find that policy in the current online version. The general gist of the policy was to...
by daveywest
Fri Jun 27, 2014 11:43 am
Forum: Local Unit Finance
Topic: MLS Feature Request?
Replies: 0
Views: 495

MLS Feature Request?

The expense summary report lists the remaining budget. Since this report also details expenses from the Other account, could we get it to also report the total remaining Other balance? My stake doesn't usually keep much in Other funds, but in paying some camp expenses while awaiting assessments from...
by daveywest
Sun Jun 08, 2014 10:59 am
Forum: Local Unit Finance
Topic: Best Fundraising Ideas
Replies: 15
Views: 23893

Re: Best Fundraising Ideas

Flag fundraisers, on the surface appear to be an easy money maker. However, undue burdern usually falls on one or two scout leaders who give up every holiday. Unless the youth and their parents are willing to contribute, I do not recomend this fundraiser.
by daveywest
Sun Mar 23, 2014 10:44 am
Forum: Local Unit Finance
Topic: Add Stake Auditor : any particular process ?
Replies: 8
Views: 1523

Re: Add Stake Auditor : any particular process ?

It should be noted that an Auditor is not a "calling," and is not sustained or set apart. Serving as an auditor is an assignment that requires access privilges in MLS. The only way to grant that access is to add the individual in a standard calling on the stake MLS computer. The general ha...
by daveywest
Mon Jan 06, 2014 11:23 am
Forum: Local Unit Finance
Topic: Transfer Year-end balance to new year
Replies: 5
Views: 1237

Re: Transfer Year-end balance to new year

When I was a ward clerk, my bishop was the agent bishop for the building. After trying to use a budget subcategory unsuccessfully, I realized this type of situation was perfect for an Other account. Multi unit expenses are all paid out of an Other account, and each participating unit (including my o...
by daveywest
Mon Jan 06, 2014 11:17 am
Forum: Local Unit Finance
Topic: Budget Allocation disbursement methods
Replies: 17
Views: 2890

Re: Budget Allocation disbursement methods

I should probally clarify. When I say, "loose it," I mean loose future deposits. In my stake, units that build up a reserve of unspent budget funds will receive reduced allocations until they begin spending at acceptable levels. I've referred more than one bishop to the parable of the tale...

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