Correcting Budget Categories on Checks

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
clint.schnoor-p40
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Location: Eagle, ID, US

Correcting Budget Categories on Checks

Postby clint.schnoor-p40 » Tue Nov 04, 2008 4:09 pm

As I was printing current budget reports for each of the auxillaries I noticed that some of the checks written were taken from the wrong budget accounts. I would think the correction would be as easy as going to that specific check and making the change on the budge category. I am correct on this?

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opee
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Postby opee » Tue Nov 04, 2008 6:23 pm

clint.schnoor wrote:As I was printing current budget reports for each of the auxillaries I noticed that some of the checks written were taken from the wrong budget accounts. I would think the correction would be as easy as going to that specific check and making the change on the budge category. I am correct on this?


Yes, it is that simple. Just assign it to a different Budget category.

crislapi
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Postby crislapi » Wed Nov 05, 2008 12:13 am

If you're in the same major category and just changing sub-category, you don't have to let HQ know (Budget, FO, Other, etc). If you need to change major categories, MLS should automatically generate a message to send to HQ informing them of the change. Once you have done the switch, you can check your sent messages to make sure the change is being sent in. If not, you'll have to contact them.

Once the change has been made, HQ will send you a message back confirming the switch or notifying you of any complications or further steps you must take. Finally, it will also show up in the miscellaneous section of your CUFS.

clint.schnoor-p40
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Posts: 2
Joined: Tue Nov 04, 2008 4:04 pm
Location: Eagle, ID, US

Thanks for the reply

Postby clint.schnoor-p40 » Wed Nov 05, 2008 8:20 am

that was exactly the information I needed. Thanks for the quick response.


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