Posted: Thu Aug 05, 2010 11:32 am
I plan on it. No mention is made of needing to do it but I don't want to get stuck with anything.BroMurray wrote:Should we reconcile our July statement before the 15th?
Community Discussion of Church Technology
https://tech.churchofjesuschrist.org/forum/
https://tech.churchofjesuschrist.org/forum/viewtopic.php?t=5436
I plan on it. No mention is made of needing to do it but I don't want to get stuck with anything.BroMurray wrote:Should we reconcile our July statement before the 15th?
I would think that's a good idea. I've done mine. It seems like we should do everything as normal until the transition date -- that should reduce the number of transition issues we have to resolve.BroMurray wrote:Should we reconcile our July statement before the 15th?
It will certainly roll over from quarter to quarter and not get zeroed at the quarter. We'll have to see just what happens at the year end. It appears that MLS will not automatically zero out the Budget category at the end of a year anymore, but I local stakes still control the overall budget and may set local policies.ddurocher wrote:So a unit's unused budget will roll over from quarter to quarter and year to year? It will not get automatically zeroed out at any point?
Alan_Brown wrote:It appears that MLS will not automatically zero out the Budget category at the end of a year anymore, but I local stakes still control the overall budget and may set local policies.
Does anyone know if this allocation of "half the tax" needs to be done manually or if we should be putting the full amount of the tax in the tax account ...For units in Canada, half of the amount of the tax will be left in the unit's account. The other half of the tax amount plus the expense will be deducted from the account."
The instructions say (just before what you quoted):ddurocher wrote:The documentation says:
"For units in Canada, half of the amount of the tax will be left in the unit's account. The other half of the tax amount plus the expense will be deducted from the account."
Does anyone know if this allocation of "half the tax" needs to be done manually or if we should be putting the full amount of the tax in the tax account ...
It could have been worded a bit better, but it seems pretty clear to me that we will be entering the full amount of the expense and the tax. But then there will be a reimbursement of part (Canada) or all (Utah/NC) of the tax portion. It only makes sense to say "half of the amount of the tax will be left in the unit's account" if the full amount is recorded.For those units that are required to record sales tax with each disbursement, this will no longer be recorded in a Tax field on the Expense screen. Instead, the amount of the expense will be split between the expense and the tax on the expense. Both will be entered under the "Category" and "Amount" columns.
I'm curious why you would do this. Is this for the case if wards are allowed to keep their excess budget? However, I see no point. Ultimately, all budget money resides in the stake, not the ward. There is no need to have them cut you a check. Just tell them that as of Jan 1 their new budget is $X.mlh78 wrote:In our stake we have mulled over the idea of just having the wards send a check to the stake for the balance of their budget at the end of the year.
One of my greatest frustrations with what I understand about CUBS is how our hand is somewhat limited when it comes to budgets. From the instructions:mlh78 wrote:I sure hope that this new system affords stakes continued flexibility in how they allocate budgets.
You still have full control over the percentages to assign, but it might take a little more creativity on your part now to figure out just what the percentages need to be to assign the budget the way you intended. I've already created a spreadsheet to compute percentages from our current way of assigning the budget.The stake determines the distribution of the entire budget amount for the stake and all its wards unless directed otherwise by area authorities. Stakes manage this by assigning budget distribution percentages between the stake and each ward...
Alan_Brown wrote: Then for units in Canada the net expense would be $103 (I don't know if this is done via an automatic reimbursement transfer of $3 or if it will just be the way the expense shows up),