How to correct an allocation issue

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Josuenielson
New Member
Posts: 1
Joined: Sun Feb 06, 2011 8:25 am
Location: Pleasant Grove, Utah, United States of America

How to correct an allocation issue

#1

Post by Josuenielson »

Good Morning All:

As a clarification, I am a ward finance clerk.

At the end of 2010, the stake cut us a check that was to go toward the remaining expenditures for that year. However, I was just informed by the second councilor that the funds were deposited the first Sunday of 2011. Now when I go into the Budget Report on MLS, under Budget Allocations I show those funds, along with what has been allocated for the first quarter. This obviously overstates this year's budget. How do I go about correcting this so MLS shows the correct amounts for the correct year?

Thanks in advance!
kjwardle
New Member
Posts: 1
Joined: Sun Feb 06, 2011 10:48 am

Ward clerk

#2

Post by kjwardle »

I'm happy to see that I'm not the only one who has the issue mentioned. I have tried to remove the Stake check deposit from this year and apply it to last year, but that doesn't work either.
If someone has an answer, I would appreciate hearing it.
russellhltn
Community Administrator
Posts: 34417
Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

#3

Post by russellhltn »

You might try the procedure listed in Donations in wrong year
Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

So we can better help you, please edit your Profile to include your general location.
allenjpl
Member
Posts: 341
Joined: Wed Apr 08, 2009 9:26 am
Location: Las Vegas, NV, USA

#4

Post by allenjpl »

I think the easiest fix is simply to unselect the Budget:allocations category when you run the budget report. Doing that will eliminate the double-counting problem.

I'm not sure that there's anything to correct. Your Budget allocations category is intended to hold your funds. From what you've said, that's exactly what it is doing.
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