View New Other Account Balance Following Budget Reallocation in LCR

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jamauai
New Member
Posts: 13
Joined: Sun Dec 20, 2015 11:11 am

View New Other Account Balance Following Budget Reallocation in LCR

#1

Post by jamauai »

During the recent financial audit we discovered an expense incorrectly categorized as Other > Authorized Member-Financed Activities when it should have been allocated to Budget > Administration. We have since adjusted the expense and corrected the category in LCR.

Is there a way to view the new Other account balances after making this change? The ward budget balances update immediately upon refreshing the page; but the Other balances under Income and Expense Summary still have not updated hours later.

In the past, I remember being able to generate a new financial statement, but I can no longer find the option to do that.
eblood66
Senior Member
Posts: 3703
Joined: Mon Sep 24, 2007 9:17 am
Location: Cumming, GA, USA

Re: View New Other Account Balance Following Budget Reallocation in LCR

#2

Post by eblood66 »

Changes should be visible immediately. It should show an adjustment in the Income and Expense Detail report (under Overview). You can use the filter boxes at the top of the report to display just the specific category you're interested in. If you can't see the adjustment there then I would go back and examine the original expense and make sure everything there is as expected.

If the expense does show the right adjustment and the detail report doesn't show the adjustment then that sounds like a bug (and a potentially serious one). In that case you should probably report it either using the Contact Us option in LCR or by calling the Global Service Department.
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