FO Disbursement History

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
sdhastings
New Member
Posts: 1
Joined: Sun Mar 29, 2015 11:58 am

FO Disbursement History

Postby sdhastings » Mon Apr 27, 2015 10:47 am

As a ward financial clerk, can I pull a report of all previous FO disbursements for a particular individual, even those made in other units? My bishop is asking for someone's history for the last 3 years, even though they have only been in our ward for 6 months.

eblood66
Senior Member
Posts: 2025
Joined: Mon Sep 24, 2007 8:17 am
Location: Cumming, GA, USA

Re: FO Disbursement History

Postby eblood66 » Mon Apr 27, 2015 10:52 am

sdhastings wrote:As a ward financial clerk, can I pull a report of all previous FO disbursements for a particular individual, even those made in other units? My bishop is asking for someone's history for the last 3 years, even though they have only been in our ward for 6 months.

No, you can't get expenditures for another unit. I'd suggest that your bishop contact the previous bishop to discuss the situation. If the other bishop feels it's appropriate he can ask his clerk to send your bishop the older information.


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