Search found 304 matches

by allenjpl
Wed Sep 27, 2017 10:53 am
Forum: Local Unit Finance
Topic: Issuing and signing checks
Replies: 5
Views: 161

Re: Issuing and signing checks

The MLS Expense report has a clear line for the bishop's signature. In the middle of the page, just below the list of checks, there's a small line that acts as a divider with the name of the user who was logged on when the checks were issued. I consider it informational only. I don't consider that a...
by allenjpl
Wed Sep 27, 2017 9:03 am
Forum: Local Unit Finance
Topic: Issuing and signing checks
Replies: 5
Views: 161

Re: Issuing and signing checks

There's not actually a place for his signature on the report, because the only required signature is the bishop's. I don't have an issue with a financial clerk processing his own reimbursement, so long as the approval and signatures on the check come from someone else. The financial clerk's role is ...
by allenjpl
Wed Sep 13, 2017 4:56 pm
Forum: Local Unit Finance
Topic: Writing a check to budget from Other account
Replies: 14
Views: 508

Re: Writing a check to budget from Other account

According to your logic, then no matter what the stake does there will be no transparency ever. The stake doesn't have to justify to the wards how much money is allocated (though our stake does). In this case, the stake has provided an invoice to each ward that shows how much money is going to be w...
by allenjpl
Wed Sep 13, 2017 3:37 pm
Forum: Local Unit Finance
Topic: Writing a check to budget from Other account
Replies: 14
Views: 508

Re: Writing a check to budget from Other account

As mmaynor pointed out, by cutting a check from the Other category to the Ward, a paper trail is created. Further, by attaching all documents pertaining to the transaction, the paper trail is reinforced. Finally, the funds that are allocated to wards from the stake technically are the stake's to co...
by allenjpl
Tue Sep 12, 2017 11:47 am
Forum: Local Unit Finance
Topic: Writing a check to budget from Other account
Replies: 14
Views: 508

Re: Writing a check to budget from Other account

- Rather than having each ward write a check or transfer to the Stake from our Other: Scout camp account, the Stake plans to withhold the amount due from the next quarterly allocation . Unless the stake normally manually sends budget allocation checks to each ward, I see this going very badly. Whil...
by allenjpl
Fri Sep 08, 2017 10:10 am
Forum: General Clerk Discussions
Topic: Is the Ward Clerk required to take Bishopric Meeting minutes?
Replies: 5
Views: 296

Re: Is the Ward Clerk required to take Bishopric Meeting minutes?

To be clear, the minutes of a meeting should almost never consist of what was discussed , but rather only what was decided . So when the Clerk is recording what assignments were made and what decisions were reached - those are the minutes. No need to rehash the previous meeting's discussion in the c...
by allenjpl
Fri Sep 08, 2017 9:38 am
Forum: Local Unit Finance
Topic: Ward Missionary Donations
Replies: 24
Views: 4653

Re: Ward Missionary Donations

The $400 a month goes for your Missionaries room and board and these are not tax deductible and shouldn't be. That's why unless you want to help support a specific Mssionary you should you should donate to the ward missionary fund which is tax deductible. Without getting into the nuances of US tax ...
by allenjpl
Tue Aug 01, 2017 1:44 pm
Forum: Local Unit Finance
Topic: Audit recovery of data
Replies: 6
Views: 199

Re: Audit recovery of data

As a last ditch effort, you can see if the browser has remembered the entries in the forms. Go into each entry location, and press the down arrow to choose the last-entered information.

This just encourages me to bring my own laptop for each audit.
by allenjpl
Mon Jul 31, 2017 11:14 am
Forum: Local Unit Finance
Topic: Second leader expense approval
Replies: 7
Views: 311

Re: Second leader expense approval

Are there any instructions as to how large the sample size should be? You check for the signatures on all of the checks you are testing. The ward audit calls for at least 18 payment transactions, including payments, fast offering assistance, automatic charges, and large or unusual payments. The sig...
by allenjpl
Thu Jul 27, 2017 11:44 am
Forum: Local Unit Finance
Topic: Second leader expense approval
Replies: 7
Views: 311

Re: Second leader expense approval

who signed the check isn't recorded anywhere that I can review anyway You are also required to verify appropriate signatures on a sampling of cancelled checks using the LCR Finance application. That... is also totally new. It gives the finance clerk something to do other than just hand me the trans...

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