Balance of Other Accounts

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
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dlamon01
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Balance of Other Accounts

Postby dlamon01 » Tue Jun 07, 2016 7:52 pm

Hi - Is there an easy way to see the balances of all of my unit's Other accounts? I've been through every MLS Finance screen I have, and cannot find any that display the balances. Thank you!

eblood66
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Re: Balance of Other Accounts

Postby eblood66 » Tue Jun 07, 2016 7:56 pm

Go to Finance > Finance Reports > Income and Expense Report and then select Summary by Subcategory in the Report drop-down list. If you want a printout then just click on the 'Other' account checkbox (which will check all of the Other accounts) and Print.

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dlamon01
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Re: Balance of Other Accounts

Postby dlamon01 » Tue Jun 07, 2016 8:00 pm

Awesome! Thank you so much!

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sbradshaw
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Re: Balance of Other Accounts

Postby sbradshaw » Thu Jun 16, 2016 11:07 am

This report is also available at LDS.org, under Leader and Clerk Resources > Finance.
Samuel Bradshaw • Interested in church apps and sites, creative recordkeeping, clerk support, YSA wards and stakes, LDS music, Vineyard at BYU, and online service.

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dlamon01
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Re: Balance of Other Accounts

Postby dlamon01 » Thu Jun 16, 2016 3:43 pm

Thanks! Is there also a way there to see the balance of specific accounts under the Other category (e.g. Other - Girl's Camp)?

eblood66
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Re: Balance of Other Accounts

Postby eblood66 » Thu Jun 16, 2016 4:16 pm

dlamon01 wrote:Thanks! Is there also a way there to see the balance of specific accounts under the Other category (e.g. Other - Girl's Camp)?

Yes. This is very new in LCR. Today is the first I've seen it.

From the main Finance screen (the first one that shows up and which now shows the balances of each main account), click on the little arrow besides 'Other' to show all the sub-categories. Find the one you're interested in and click on the name. It will show the individual transactions for the account.


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