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?
Expenses: Unable to add payee that is not member of my unit
-
- New Member
- Posts: 13
- Joined: Sun Jun 29, 2014 7:02 am
- aebrown
- Community Administrator
- Posts: 15153
- Joined: Tue Nov 27, 2007 8:48 pm
- Location: Draper, Utah
Re: Expenses: Unable to add payee that is not member of my u
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 wrote:How do I proceed with entering the expense?
-
- New Member
- Posts: 13
- Joined: Sun Jun 29, 2014 7:02 am
Re: Expenses: Unable to add payee that is not member of my u
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.
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.
-
- New Member
- Posts: 1
- Joined: Thu Dec 04, 2014 2:48 pm
Re: Expenses: Unable to add payee that is not member of my u
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.
We'll all say thanks to someone hopefully.
-
- Community Moderators
- Posts: 9924
- Joined: Mon Mar 17, 2008 12:30 am
- Location: USA, TX
Re: Expenses: Unable to add payee that is not member of my u
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.
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 ChurchofJesusChrist.org Help Center or Tech Wiki?
Have you tried finding your answer on the ChurchofJesusChrist.org Help Center or Tech Wiki?