Missionary fund transfer to new unit

[Bluesdude465]

Attempting to transfer the balance of specific missionaries to the new home ward for the parents. When doing this it's required to use the "Transfer Out of Unit" and type in the receiving unit's number. This works fine but there is not a category to choose from. Therefore, once all the fields are complete with amounts and attachments and saving, I get the error "Transfer must have at least one To Line".

[kd7mha]

we had a meeting just the other day where we were told that the proper way to transfer funds to a unit in another stake is:
ward transfers to stake
stake transfers to other stake
other stake transfers to destination ward

we have seen cases where different support personnel have given totally different answers so ..?

[russellhltn]

Before funds transfers could be done, the responsible unit was changed by the missionary department and an effective date was chosen to shift the billing to match the funding. So transferring of money was not usually necessary. Has that changed?

[kd7mha]

I believe the Bishop of the ward where this came up changed the funding unit in MORS and then sent any remaining funds directly instead of calling and setting an effective date

[redman_no1]

I have this exact same problem. when I try to transfer to the ward in another stake, the category is blank. I ger the same error as the OP.

[Bluesdude465]

Update - used the method described above with one exception.

Transfer Ward to Stake then Stake was able to transfer directly to ward and bypass Stake to Stake.

Take a little bit of pre-coordination but ultimately works.