Updating 3 Year Old Miscategorized Donation

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jakenielson
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Posts: 3
Joined: Sun May 24, 2015 8:37 am

Updating 3 Year Old Miscategorized Donation

Postby jakenielson » Sun Mar 19, 2017 6:10 am

In Nov of 2015 someone created a category under Other:Authorized Member Activities called Refugee Assistance and assigned $10 from a donation that should have gone to the Humanitarian Aid account. Since then that $10 has sat in the Other account untouched.

I tried transferring the funds to the Humanitarian account but the funds transfer function doesn't allow transfers outside the parent account (in this case "Other"). Then I tried updating the donation itself but since it's 2 years old all the fields were greyed out and not clickable.

I was about to create an expense and cut a check out of that account that I would then re-donate and put in the humanitarian account but before doing that I wanted to check with this forum to ask two things:

1. Is there a way to electronically transfer that money without cutting a check?
2. If I need to cut a check, how would I properly record that to avoid a ding on our next audit?

Thanks in advance for your help!!

russellhltn
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Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

Re: Updating 3 Year Old Miscategorized Donation

Postby russellhltn » Sun Mar 19, 2017 11:04 am

Given the age, you may need to call Local Unit Support to get this fixed.
Have you searched the Wiki?
Try using a Google search by adding "site:tech.lds.org/wiki" to the search criteria.

eblood66
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Joined: Mon Sep 24, 2007 8:17 am
Location: Cumming, GA, USA

Re: Updating 3 Year Old Miscategorized Donation

Postby eblood66 » Sun Mar 19, 2017 11:14 am

jakenielson wrote:1. Is there a way to electronically transfer that money without cutting a check?

Possibly by contacting Local Unit Support but not otherwise as far as I know.

jakenielson wrote:2. If I need to cut a check, how would I properly record that to avoid a ding on our next audit?

That's what I'd do. I'd right a note describing the reason for the check (including the original batch date) and have the bishop sign it. Especially since the check is from the ward and to the ward, I don't think any auditor would have a problem with that.

russellhltn
Community Administrator
Posts: 22865
Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

Re: Updating 3 Year Old Miscategorized Donation

Postby russellhltn » Sun Mar 19, 2017 12:12 pm

Not that it may matter at this point, but re-categorizing the donation corrects the tax status of the original donation. Transferring does not.
Have you searched the Wiki?

Try using a Google search by adding "site:tech.lds.org/wiki" to the search criteria.

jakenielson
New Member
Posts: 3
Joined: Sun May 24, 2015 8:37 am

Re: Updating 3 Year Old Miscategorized Donation

Postby jakenielson » Sun Mar 19, 2017 6:16 pm

Thanks for the responses!


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