Search found 63 matches

by ralitaco
Mon Jan 17, 2011 1:42 pm
Forum: Local Unit Finance
Topic: Can I print the tax statements before I do the Declaration report?
Replies: 5
Views: 873

Thanks everyone. I just wanted to be sure nothing from the declaration was going to be needed on the tax statement. after thinking about it, I realized it wouldn't, but it is great to get your input. aebrown: I think i have to make a correction exactly like your example. Darn you are good, but anyon...
by ralitaco
Sat Jan 15, 2011 8:36 pm
Forum: Local Unit Finance
Topic: Can I print the tax statements before I do the Declaration report?
Replies: 5
Views: 873

Can I print the tax statements before I do the Declaration report?


Simple question, I hope:
Can I print the tax statements before I do the Declaration report?

According to the instructions:
AFTER Tithing Settlement
Print and transmit the Tithing Declaration Report
Print and distribute tax-valid statements
by ralitaco
Tue Jan 04, 2011 7:02 am
Forum: Local Unit Finance
Topic: Annual Budget
Replies: 29
Views: 4248

Just curious...For those that use the "view/edit budget" option, won't the individual budget category (ie Budget:Elders, etc) be in the negative on the I/E report since there can be no transfers to the category w/o skewing the budget report? So I presume if you use the View/Edit Budget, then those c...
by ralitaco
Tue Jan 04, 2011 6:57 am
Forum: Local Unit Finance
Topic: Add/Update Donors List
Replies: 6
Views: 1691

We had so many donors listed that were no longer in the ward, that I just made all the donors hidden. Now when we Add a "new" donor, if they are hidden, MLS infoms us there is a duplicate donor that is hidden and asks if we would like to use the hidden donor. Not the prettiest or cleanest way to go,...
by ralitaco
Mon Jan 03, 2011 7:48 pm
Forum: Local Unit Finance
Topic: Mls 3.3
Replies: 5
Views: 1244

one more nice feature: when adding a Donor, there is now a check box to "show spouse on donor report"
by ralitaco
Mon Jan 03, 2011 7:43 pm
Forum: Local Unit Finance
Topic: Budget:Budget Allocations:* Balances on 12/30 were zero but now have balances
Replies: 8
Views: 1458

I don't know if it would make any difference, but I have loaded MLS3.3 and unchecked the Active box on those Budget:Allocations:**** categories. So if you can get them back to zero, I would disable them.
by ralitaco
Mon Jan 03, 2011 7:36 pm
Forum: Local Unit Finance
Topic: Annual Budget
Replies: 29
Views: 4248

You could transfer an amount equal to the annual budget amount to each category. This will cause your Budget:Budget Allocation subcategory to go extremely negative at the beginning of the year. This is EXACTLY what I was thinking. And after reading the rest of the thread, this is what I plan to do ...
by ralitaco
Mon Jan 03, 2011 6:51 pm
Forum: Local Unit Finance
Topic: Annual Budget
Replies: 29
Views: 4248

...the budget report does contain a "transfers" column, so transfers made to create balances in subcategories on the I&E report will also appear in the Budget report. Those transfers plus the allocation amount will lead to erroneously high balances. OK, This FINALLY cleared up the why I can't do bo...
by ralitaco
Mon Jan 03, 2011 6:40 pm
Forum: Local Unit Finance
Topic: Annual Budget
Replies: 29
Views: 4248

Is this the case with MLS 3.3? There is another post about it here . Can anyone else confirm that it is okay to use the View/Edit Budgets screen without it messing up I&E reports? Thanks! Nathan, you should probably disregard that portion of the other post b/c I created it and apparently I am not s...
by ralitaco
Sat Jan 01, 2011 10:35 pm
Forum: Local Unit Finance
Topic: Mls 3.3
Replies: 5
Views: 1244

Mls 3.3

I just loaded version 3.3 last night. So far I am very happy. 1. I am able to uncheck the Active box on my Other budget categories and AMFA categories. 2. I saw that when you add a donor, there is now a check box to have the spouse appear on the donor statement. 3. it appears that the View/Edit Budg...

Go to advanced search