Finance - Expense - Balance

Discussions around using and interfacing with the Church MLS program.
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Finance - Expense - Balance

Postby wrigjef » Sat Jul 07, 2012 4:47 pm

I am not sure if I should post this here or on the finance forum.

It would be great if when on the expense screen setting up a check that needs to be written, it would be helpful it the balance of a category were displayed when that category is selected to draw funds from.

Recently a couple of checks were written from an AMFA account that has no balance, resulting in a negative.

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Postby jdlessley » Sat Jul 07, 2012 8:41 pm

Moderator note: this thread was moved from the Ideas & Suggestions forum. One purpose of this forum (MLS Support, Help, and Feedback) is for feedback about MLS. However, there is no assurance the right people will see this thread. I suggest submitting feedback through the MLS messaging to CHQ.

The method I use to use to see balances is to open the budget report for budget categories and the income and expense report for Other:AMFA categories. It is a simple matter of moving between tabs for the reports and the expense tab when writing checks.
JD Lessley
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