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Expenses

Posted: Fri Sep 15, 2017 2:30 am
by sethoo
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?

Re: Expenses

Posted: Fri Sep 15, 2017 11:21 am
by davesudweeks
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.

Re: Expenses

Posted: Sun Sep 17, 2017 5:47 pm
by jdlessley
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.

Re: Expenses

Posted: Thu Oct 26, 2017 11:39 am
by sethoo
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?

Re: Expenses

Posted: Thu Oct 26, 2017 1:25 pm
by russellhltn
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.

Re: Expenses

Posted: Thu Oct 26, 2017 1:38 pm
by eblood66
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.

Re: Expenses

Posted: Sun Dec 03, 2017 11:39 am
by sah22
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?

Re: Expenses

Posted: Sun Dec 03, 2017 11:48 am
by sah22
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.

Re: Expenses

Posted: Sun Dec 03, 2017 12:38 pm
by russellhltn
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.

Re: Expenses

Posted: Sun Dec 03, 2017 1:33 pm
by aclawson
Try having the member make a $0.11 donation to that specific budget category.