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by chriswoodut
Mon Nov 06, 2017 9:11 pm
Forum: Online Donations
Topic: Automatic Payments
Replies: 13
Views: 723

Re: Automatic Payments

You are correct that normally the bishop will hand it off to the clerk (I am the ward clerk in my ward). However, using this method is still not advised in my opinion. The financial audits and controls are all based on making sure the money consecrated to the Lord is handled appropriately and as de...
by chriswoodut
Mon Nov 06, 2017 8:30 pm
Forum: Online Donations
Topic: Automatic Payments
Replies: 13
Views: 723

Re: Automatic Payments

One can take a prior donation and "repeat" it very easily in the donation system. It only takes a couple of clicks if the amount and accounts don't change. This is what I would recommend to a member who does not want to physically write checks. Yes, you can donate to a specific missionary...
by chriswoodut
Mon Nov 06, 2017 2:33 pm
Forum: Online Donations
Topic: Automatic Payments
Replies: 13
Views: 723

Re: Automatic Payments

Any idea if repeating donations will ever be available? I had a member ask about how to do auto payments for a son's mission. The only way to automatically do it (that I can think of) is to use a bank's bill pay system to send a physical check to the bishop every month and he brings it to church and...
by chriswoodut
Sun Oct 15, 2017 10:11 am
Forum: Membership Help
Topic: Out of Unit Baby Blessing Best Practices
Replies: 4
Views: 403

Re: Out of Unit Baby Blessing Best Practices

Old post I know.... I have NOT been creating the records of babies blessed in our ward but the parents are in another ward (e.g. the grandparents are in our ward). I have been letting the other ward create the record and print the certificate. This seems to simplify the process. The only downside I ...
by chriswoodut
Sun Jun 04, 2017 12:30 pm
Forum: Local Unit Finance
Topic: MLS / How to transfer from "other" category into "budget"
Replies: 23
Views: 1890

Re: MLS / How to transfer from "other" category into "budget"

Writing a check from the ward to the ward and allocating it to the budgets makes more sense. I'd suggest talking with the stake or an auditor before doing that. Otherwise, you might find you've got problems when it comes time for the audit. Mingling donations for camp/fundraising with budget is a b...
by chriswoodut
Sun Jun 04, 2017 6:55 am
Forum: Local Unit Finance
Topic: MLS / How to transfer from "other" category into "budget"
Replies: 23
Views: 1890

Re: MLS / How to transfer from "other" category into "budget"

I really don't want to run a separate budgeting process parallel to MLS. I don't want the process to be convoluted such that I'm the only person that really understands it. I want to be able to provide reports to the organizations at ward councils so they know where they are at. If I do what is sugg...
by chriswoodut
Sat Jun 03, 2017 4:46 pm
Forum: Local Unit Finance
Topic: MLS / How to transfer from "other" category into "budget"
Replies: 23
Views: 1890

Re: MLS / How to transfer from "other" category into "budget"

This topic came up again last week when another clerk mistakenly recorded fund raising donations/money into a BUDGET category instead of the OTHER category. I went through and changed them all so the fund raising money is now in an OTHER category. At the beginning of the year, I setup the budget to ...
by chriswoodut
Fri May 12, 2017 12:29 pm
Forum: Local Unit Finance
Topic: MLS / How to transfer from "other" category into "budget"
Replies: 23
Views: 1890

Re: MLS / How to transfer from "other" category into "budget"

I had this come up and our stake instructed me to write a check from the OTHER and deposit it in the bank into the BUDGET. That will work, but the auditor will have to spend some time making sure that wasn't a violation of policy. (A reimbursement instead of excess being shuffled to budget.) That's...
by chriswoodut
Fri May 12, 2017 11:56 am
Forum: Local Unit Finance
Topic: MLS / How to transfer from "other" category into "budget"
Replies: 23
Views: 1890

Re: MLS / How to transfer from "other" category into "budget"

Sorry to resurrect a dead post, but I need to do the exact same thing and the option that was given as a solution is not really an option. Everyone recommended editing the transfer to change the category from "budget: allocation" to "other: authorized member financed". Situation...
by chriswoodut
Sun Oct 16, 2016 4:26 pm
Forum: MLS Support, Help, and Feedback
Topic: Why prompted to print?
Replies: 6
Views: 298

Re: Why prompted to print?

sbradshaw wrote:If I remember correctly, I think there's a transmission report that lists all the changes that MLS sent or received, that it prompts to print.


Yeah, I've seen that sometimes but I don't always see that doc. That's when I get stumped.

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