Finance - Expense - Balance

Discussions around using and interfacing with the Church MLS program.
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wrigjef
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Finance - Expense - Balance

Postby wrigjef » Sat Jul 07, 2012 4:47 pm

I am not sure if I should post this here or on the finance forum.

It would be great if when on the expense screen setting up a check that needs to be written, it would be helpful it the balance of a category were displayed when that category is selected to draw funds from.

Recently a couple of checks were written from an AMFA account that has no balance, resulting in a negative.

jdlessley
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Postby jdlessley » Sat Jul 07, 2012 8:41 pm

Moderator note: this thread was moved from the Ideas & Suggestions forum. One purpose of this forum (MLS Support, Help, and Feedback) is for feedback about MLS. However, there is no assurance the right people will see this thread. I suggest submitting feedback through the MLS messaging to CHQ.

The method I use to use to see balances is to open the budget report for budget categories and the income and expense report for Other:AMFA categories. It is a simple matter of moving between tabs for the reports and the expense tab when writing checks.
JD Lessley
Have you tried finding your answer on the LDS.org Help Center page or the LDSTech wiki?


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