Search found 63 matches

by ralitaco
Mon Oct 22, 2012 9:11 am
Forum: Getting Started for New Clerks
Topic: Clarification on Retention Policy
Replies: 10
Views: 2257

Thanks AEB.
Now I know what I will do while I wait for 3.5 to download.
I can almost hear the growl of the shredder now
by ralitaco
Sun Oct 21, 2012 3:29 pm
Forum: Getting Started for New Clerks
Topic: Clarification on Retention Policy
Replies: 10
Views: 2257

I am an Asst. Clerk for Finances but our Ward Clerk has moved and I have been asked to fill in until the new ward clerk is called. I have been asked to help clean-up/organize the membership records. One of the things I was looking at were the actual physical files in the membership clerk's filing ca...
by ralitaco
Wed Apr 04, 2012 6:13 pm
Forum: MLS Support, Help, and Feedback
Topic: Senior Missionary Couples - Ward Missionary Accounts
Replies: 18
Views: 6928

I see this thread has been inactive for a few months, but I am confused by this very issue...today. My ward has a senior couple that left a 3 months ago and MLS has deducted several hundred dollars each month from "their" missionary account. is this correct. I mean from what I read above that was no...
by ralitaco
Fri Jul 01, 2011 7:42 am
Forum: Local Unit Finance
Topic: YW Fund Raiser: Other and Budget Accounts
Replies: 25
Views: 2846

If I understand correctly the amount of the disbursement from the budget account covered the entire expense. The amount collected from the fund-raiser and deposited into the Other:AMFA:YW Camp exceeded the expense. That is correct. The disposition of the excess is up to the bishop who may need to c...
by ralitaco
Thu Jun 30, 2011 4:00 pm
Forum: Local Unit Finance
Topic: YW Fund Raiser: Other and Budget Accounts
Replies: 25
Views: 2846

Just to clarify, it would not let you switch major category on a saved expense. It also wouldn't let you cut a single check from multiple major categories (Other, FO, Budget, Ward Missionary). That I did not know. Sounds like you should be a senior member! I don't know about that; although, my kids...
by ralitaco
Wed Jun 29, 2011 8:09 pm
Forum: Local Unit Finance
Topic: YW Fund Raiser: Other and Budget Accounts
Replies: 25
Views: 2846

...I see no reason to draw any conclusions from the limited training failing to mention an option. If you are not comfortable doing it, that's one thing, but don't rule it out just because it's not mentioned in outdated documentation. Yes the training is out of date, pre-CUBS and only addresses lim...
by ralitaco
Wed Jun 29, 2011 5:32 pm
Forum: Local Unit Finance
Topic: YW Fund Raiser: Other and Budget Accounts
Replies: 25
Views: 2846

Thank you everyone for the responses. I think the best place to start is with the donations we recieved AFTER the check was written because this seems more straight-forward: From all the responses, I have learned / decided on the following: 1. All of the donations (before and after the check was wri...
by ralitaco
Tue Jun 28, 2011 9:14 pm
Forum: Local Unit Finance
Topic: YW Fund Raiser: Other and Budget Accounts
Replies: 25
Views: 2846

YW Fund Raiser: Other and Budget Accounts

Our YW had a fundraiser to pay for YW camp. This fundraiser included a "Service Auction" and some of the winners included their donations on their tithing slip: Other YW Camp. (so far, so good I think). Here comes the confusing parts: 1. The check to pay for YW camp was written and "charged" to both...
by ralitaco
Mon Jan 31, 2011 4:04 pm
Forum: Calendar
Topic: Calendar Questions
Replies: 1
Views: 463

Calendar Questions

I have just found the new calendar on the NEW lds.org website. so far it seems really good and useful. I am asst ward clerk so I have some approver rights. I do have some questions: 1. How do I add locations? Currently the only ones listed are "Other Location" & "Stake Center" Is this done by the St...
by ralitaco
Mon Jan 17, 2011 1:50 pm
Forum: Local Unit Finance
Topic: Annual Budget
Replies: 29
Views: 4024

This is EXACTLY what I was thinking. And after reading the rest of the thread, this is what I plan to do UNLESS I am told it is prohibitted. Well according to the email I got about MLS 3.3.1, what I described IS prohibitted. the irony is that when I did my send/receive where I got the email, I had ...

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