Splitting YM YW Expense

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
jdlessley
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Re: Splitting YM YW Expense

Post by jdlessley »

KyleHet wrote:How can you grant the leaders access to see their budgets? That would make my life easier lol
If by accessing their budgets you mean being able to view their budget details (category allocated, income, expenses, transfers, and balance), then that is not available to them in LCR. The clerk has no ability to change that except to give them a copy of their budget report. All that is available to them in LCR is the ability to see the balance for their organization category and any categories they have been given permissions.
JD Lessley
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cjbeckert
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Re: Splitting YM YW Expense

Post by cjbeckert »

jdlessley wrote: Sun Aug 15, 2021 4:14 pm
KyleHet wrote:How can you grant the leaders access to see their budgets? That would make my life easier lol
If by accessing their budgets you mean being able to view their budget details (category allocated, income, expenses, transfers, and balance), then that is not available to them in LCR. The clerk has no ability to change that except to give them a copy of their budget report. All that is available to them in LCR is the ability to see the balance for their organization category and any categories they have been given permissions.
While training our new stake YW presidency, I showed them how to view their budget in LCR. True, it does give them a summary at first but when they click on each individual summarized category, they are able to view and print out either a budget summary report or budget details report (budget assigned, income, expenses, transfers, budget remaining). They have access to everything I could possibly print out for their assigned budget categories.

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