Intraunit fund transfers

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
Huzzey
New Member
Posts: 4
Joined: Sun Jul 26, 2015 4:33 am

Intraunit fund transfers

Postby Huzzey » Sun Jul 26, 2015 4:48 am

The Young Women's program was incorrectly charged for some Young Men's expenses. The Bishop would like to transfer funds from the Young Men's subcategory to the Young Women's subcategory. How do I do that? Thanks!

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

Re: Intraunit fund transfers

Postby eblood66 » Sun Jul 26, 2015 5:18 am

Huzzey wrote:The Young Women's program was incorrectly charged for some Young Men's expenses. The Bishop would like to transfer funds from the Young Men's subcategory to the Young Women's subcategory. How do I do that? Thanks!

Find the incorrect expense using View/Update Expenses, click on the Reference Number to view the expense and then just change the category. This will effectively create a transfer between the YW subcategory and the YM subcategory.

Huzzey
New Member
Posts: 4
Joined: Sun Jul 26, 2015 4:33 am

Re: Intraunit fund transfers

Postby Huzzey » Sun Jul 26, 2015 5:41 am

Thank you!


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