Moving IROP expenese to appropriate budget category

Discussions around using and interfacing with the Church MLS program.
miket1024
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Joined: Sun Jul 13, 2014 7:51 pm

Moving IROP expenese to appropriate budget category

Postby miket1024 » Sun Jan 18, 2015 10:12 am

I am trying to management budges for organization, and part of that involves moving IROP expenses to the auxiliary responsible. I edit the expense in MLS and change the category from distribution center charges to Budget:Primary for instance. In the budget report, it still shows up as Distribution Center Charges. I thought I had done this in the past, but not working this year.

jdlessley
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Re: Moving IROP expenese to appropriate budget category

Postby jdlessley » Sun Jan 18, 2015 4:25 pm

miket1024 wrote:I edit the expense in MLS and change the category from distribution center charges to Budget:Primary for instance. In the budget report, it still shows up as Distribution Center Charges.

Did you do a send/receive after the recategorization? And did you give time for headquarters to process the change and then do another send/receive? I've never looked at the budget report right after doing a recategorization to see when the change appears in the budget report so I cann't say that one or even two send/receives will make a difference.

miket1024 wrote:I thought I had done this in the past, but not working this year.

I haven't had an IROP this year so I cann't verify. But I was able to recategorize one online store IROP and one Staples eWay IROP in the fourth week of December 2014. We have not had an MLS upgrade since then so I would expect to be able to recategorize again this year.
JD Lessley
Have you tried finding your answer on the LDS.org Help Center page or the LDSTech wiki?


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