Financial Statements for new wards

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
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Financial Statements for new wards

Postby jasonryangarcia » Fri Aug 04, 2017 2:04 pm

Our ward was organized in April but in MLS, we only have access to June's Unit Financial Statement. Is this something we should be concerned about? Are we able to receive statements for the months prior?

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Re: Financial Statements for new wards

Postby lajackson » Fri Aug 04, 2017 2:08 pm

Did any financial transactions take place in April or May? If not, you do not need a financial statement for those months. If there were financial transactions, send a note to Local Unit Support and request that they download the appropriate financial statements for you.

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Re: Financial Statements for new wards

Postby eblood66 » Fri Aug 04, 2017 2:30 pm

Did you look to see if they are in LCR (Finance > Reports > Financial Statements)?

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