Expenses: Unable to add payee that is not member of my unit

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davidrobin
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Expenses: Unable to add payee that is not member of my unit

Postby davidrobin » Sun Aug 10, 2014 6:27 am

I am trying to enter an expense where the payee is a member of another unit, not a member of my unit. When I select the Add button I am prompted with "Is the new payee a member of your unit? Yes/No" so I answer No because they are a member of another unit.
But when the form appears for entering a new payee where I need to select the Member Type the "Member of another unit" is disabled, I can only select "Member of unit" for which I need to enter a member number or "Not a member/Miscellaneous".
I have already answered that they are not a member of the unit.

How do I proceed with entering the expense?

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aebrown
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Re: Expenses: Unable to add payee that is not member of my u

Postby aebrown » Sun Aug 10, 2014 7:34 am

davidrobin wrote:How do I proceed with entering the expense?

You certainly can leave the payee record as "Not a member/Miscellaneous" and record the payment. If you can figure out how to record the payee more accurately in the future, you can always edit the Payee Record. But with the payee record set as a miscellaneous record you can record all the information needed so that you can record the expense.

davidrobin
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Re: Expenses: Unable to add payee that is not member of my u

Postby davidrobin » Tue Aug 26, 2014 12:22 pm

Thanks aebrown for your response. I have continued with the "Not a member/Miscellaneous" option and was able to record the expense just fine.

Part of me still wonders why the "Member of another unit" option is not available, but the main thing is everything is recorded correctly, so job done!

Thanks again.

oldbikefool
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Re: Expenses: Unable to add payee that is not member of my u

Postby oldbikefool » Sun Mar 15, 2015 1:08 pm

Has this ever been really answered correctly? I'm also having to record payments to out of unit members as being made to non members. Kind of embarrashing [sp] when they are members of the Stake Presidency and Bishops and Missionaries serving in our ward. Must be some step by step how to somewhere!
We'll all say thanks to someone hopefully.

jdlessley
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Re: Expenses: Unable to add payee that is not member of my u

Postby jdlessley » Sun Mar 15, 2015 3:25 pm

The Church requires disbursements to include the payee name and address. MLS uses membership records as a convenience when making disbursements for local members in selecting the name and then providing the address. Since there is no record in the local unit MLS for out of unit members, or businesses for that matter, then the name and address must be entered the first time a disbursement is made. Once the payee record is created it will be there for future use.

I cannot explain why "Member of another unit" is even an option in selecting a payee. It may be that was put there with the expectation that a future capability would be added similar to that for donors who are members of another unit. But since expense payees are currently only tracked in local MLS I see no reason to be concerned if the payee is a nonmember/miscellaneous or member.
JD Lessley
Have you tried finding your answer on the LDS.org Help Center page or the LDSTech wiki?


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