Financial Statements for new wards

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jasonryangarcia
New Member
Posts: 1
Joined: Fri Aug 04, 2017 2:57 pm

Financial Statements for new wards

#1

Post by jasonryangarcia »

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?
lajackson
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Joined: Mon Mar 17, 2008 10:27 pm
Location: US

Re: Financial Statements for new wards

#2

Post by lajackson »

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.
eblood66
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Joined: Mon Sep 24, 2007 9:17 am
Location: Cumming, GA, USA

Re: Financial Statements for new wards

#3

Post by eblood66 »

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