Expenses

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
sethoo
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Joined: Sat Feb 04, 2017 10:33 am

Expenses

Postby sethoo » Fri Sep 15, 2017 1:30 am

How do I edit an error made in an expensis that has been submitted?
I mean how do I edit an expenses that has been submitted?

davesudweeks
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Location: Owasso, OK, USA

Re: Expenses

Postby davesudweeks » Fri Sep 15, 2017 10:21 am

In MLS, open the original expense and correct the error there, then do a send/receive. You should print expense report again and file it with the original expense documentation for audit purposes.

jdlessley
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Location: USA, TX

Re: Expenses

Postby jdlessley » Sun Sep 17, 2017 4:47 pm

You will most likely have printed a check in completing the process. Follow the instructions found in the Help Center article Misprinted Checks and print the replacement check after the original expense has been corrected.
JD Lessley
Have you tried finding your answer on the LDS.org Help Center page or the LDSTech wiki?

sethoo
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Joined: Sat Feb 04, 2017 10:33 am

Re: Expenses

Postby sethoo » Thu Oct 26, 2017 10:39 am

What if the expenses in MLS has been approved and can not be edited?
Approved expenses in MLS can not be changed or edited. how do you go about that?

russellhltn
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Location: U.S.

Re: Expenses

Postby russellhltn » Thu Oct 26, 2017 12:25 pm

What kind of change are you trying to make? You should be able to re-classify the expense, but I doubt if you can change the amount.
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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Location: Cumming, GA, USA

Re: Expenses

Postby eblood66 » Thu Oct 26, 2017 12:38 pm

sethoo wrote:What if the expenses in MLS has been approved and can not be edited?
Approved expenses in MLS can not be changed or edited. how do you go about that?

You should be able to edit the category of any check expense within the US/Canada. If the amount was wrong then you need to void the previous check and issue a new one.

If the expense is a transfer then you can't edit it. To adjust the category you'd have to make a transfer from the incorrect category to the correct category assuming they are within the same top level category. To correct an incorrect transfer between top level categories you have to print a check and then deposit it back into your account.

For other kinds of expenses (in areas other than the US or Canada) you'd need to check with your area office on how to handle correcting mistakes. I'm guessing your talking about some non-check expense outside the US/Canada because the term Approved isn't used for checks here (it's either Issued or Cleared). If that's the case, it would help to know what area you are in. It's possible some other user may know what to do.

sah22
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Joined: Sat Jan 03, 2015 7:58 am

Re: Expenses

Postby sah22 » Sun Dec 03, 2017 11:39 am

I actually have the same question. I am the financial clerk but was out of town when the bishopric cut a check. When I came back to look at how they performed things I noticed that we overpaid by 11 cents because the person who turned in the receipt got a little dyslexic on the tax. The member claimed 1.76 but the receipt was for 1.67. The check had been cashed. Now I don't know what to do. I was going to get 11 cents from member and update the expense in the computer but it doesn't let me. What do I do?

sah22
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Posts: 5
Joined: Sat Jan 03, 2015 7:58 am

Re: Expenses

Postby sah22 » Sun Dec 03, 2017 11:48 am

I found in the forums the exact situation that I just described (https://tech.lds.org/forum/viewtopic.ph ... nt#p113935). I tried to do what was said, but MLS does not allow for the adjustment of the tax (I do live in Utah). This is why I am asking for help.

russellhltn
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Posts: 23299
Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

Re: Expenses

Postby russellhltn » Sun Dec 03, 2017 12:38 pm

You can't change the total of the check once it's been cashed. You may be able to shift the amount between categories, but that's about it.
Have you searched the Wiki?

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

aclawson
Senior Member
Posts: 756
Joined: Fri Jan 19, 2007 6:28 pm
Location: Commerce Twp, MI

Re: Expenses

Postby aclawson » Sun Dec 03, 2017 1:33 pm

Try having the member make a $0.11 donation to that specific budget category.


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