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Re: Reimbursment overpayment

Posted: Sun Feb 02, 2020 4:52 pm
by eblood66
wallaced wrote:(probably give the Stake Clerk a heart attack if he saw that pop up)

Only if he's a new stake clerk. This isn't uncommon and writing 'Budget' in the 'Other' box is the standard practice. I've never had an auditor bat an eye as long as it's obviously a refund, return of overpayment or return of excess of an advance. In fact, the instructions on how to handle advances used to explicitly indicate that the excess should be returned in this way. I don't have access to that part of the help center any more so I can't point to anything specific now but I think it still gives the same instructions.

Re: Reimbursment overpayment

Posted: Sun Feb 02, 2020 5:08 pm
by russellhltn
eblood66 wrote:In fact, the instructions on how to handle advances used to explicitly indicate that the excess should be returned in this way. I don't have access to that part of the help center any more so I can't point to anything specific now but I think it still gives the same instructions.

I can't find anything about advances. All I could find is Donation Categories. The last item is of interest.

Re: Reimbursment overpayment

Posted: Sun Feb 02, 2020 5:14 pm
by drepouille
Yes, that is the item I previously quoted here.

Re: Reimbursment overpayment

Posted: Sun Feb 02, 2020 6:04 pm
by wallaced
thanks, everyone! I appreciate yall's responses.

Re: Reimbursment overpayment

Posted: Sun Feb 09, 2020 1:11 pm
by schester
In my MLS (USA) we clearly have a budget option when receiving a donation. I have used this method before for fixing an over-reimbursed amount.

Re: Reimbursment overpayment

Posted: Mon Jul 20, 2020 4:59 pm
by drepouille
So I bought a webcam to broadcast Sacrament Meeting using G Suite, and sent my receipt to the bishopric, asking them to reimburse me. They did it twice. So I wrote a check for the amount of the over-payment, and we did a special deposit. In MLS, I selected the Budget - Administration category.

In LCRF, the Donation Detail clearly shows Budget Administration. However, when I generated a YTD Donor Statement of Contributions for myself, the amount is shown under Other Categories. I suppose that is OK, since most "Other" donations are not tax-deductible.