Page 1 of 1

Deleting "Other" budget accounts in MLS

Posted: Mon Mar 19, 2007 6:21 pm
by JasonG-p40
Hey guys,

Maybe I have missed it in the training videos and such that I have watched, but myself (clerk) and the bishopric all have no idea how to delete some of the "Other-" accounts that we have listed on our ward budget within MLS.

Some other-accounts have been set up in the past that did have a purpose, but now are no longer needed.

Does anybody know how to delete these things?

It's easy - after 3 years of inactivity

Posted: Mon Mar 19, 2007 8:05 pm
by rclarkin
Per a response to this same issue we posted via MLS message a few months ago, once an account has had any transaction posted to it, MLS will not permit deletion for 3 years. (I'm guessing that this is linked somehow to internal or IRS audit requirements.)
In the add/update budget categories section, select the account and clear the "visible" checkbox. This will prevent it from showing up on reports and such. Not a perfect solution, but better than nothing.

Posted: Tue Mar 20, 2007 6:33 pm
by JasonG-p40
Hmmm...well, I guess I'll take what I can get.

Thanks, RC