Deleting "Other" budget accounts in MLS

Discussions around using and interfacing with the Church MLS program.
JasonG-p40
Member
Posts: 68
Joined: Thu Jan 25, 2007 5:21 pm
Location: Pampa, Tx

Deleting "Other" budget accounts in MLS

Postby JasonG-p40 » Mon Mar 19, 2007 6:21 pm

Hey guys,

Maybe I have missed it in the training videos and such that I have watched, but myself (clerk) and the bishopric all have no idea how to delete some of the "Other-" accounts that we have listed on our ward budget within MLS.

Some other-accounts have been set up in the past that did have a purpose, but now are no longer needed.

Does anybody know how to delete these things?
Jason D. Griffith
Pampa Ward, Amarillo Stake (Texas)
Community Guidelines

rclarkin
New Member
Posts: 5
Joined: Wed Mar 14, 2007 2:22 pm
Location: Logan, UT
Contact:

It's easy - after 3 years of inactivity

Postby rclarkin » Mon Mar 19, 2007 8:05 pm

Per a response to this same issue we posted via MLS message a few months ago, once an account has had any transaction posted to it, MLS will not permit deletion for 3 years. (I'm guessing that this is linked somehow to internal or IRS audit requirements.)
In the add/update budget categories section, select the account and clear the "visible" checkbox. This will prevent it from showing up on reports and such. Not a perfect solution, but better than nothing.

JasonG-p40
Member
Posts: 68
Joined: Thu Jan 25, 2007 5:21 pm
Location: Pampa, Tx

Postby JasonG-p40 » Tue Mar 20, 2007 6:33 pm

Hmmm...well, I guess I'll take what I can get.

Thanks, RC
Jason D. Griffith

Pampa Ward, Amarillo Stake (Texas)

Community Guidelines


Return to “MLS Support, Help, and Feedback”

Who is online

Users browsing this forum: Yahoo [Bot] and 1 guest