Concept of "Request of internal Money Transfer"
Posted: Sun Mar 06, 2011 11:04 pm
Hello,
because of existing problems in the process of requesting internal money transfer between two church units or in one unit itself, I made up some thoughts, how this process could improve. Please see below the concept of "Request of internal Money Transfer". I would be glad to here from you all some comments about this suggestion. Thanks.
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Concept of "Request of internal Money Transfer”
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Issue:
-------
Money needs to be either
- transferred between two different (ward/stake) church units (e.g. because of EFY(=youth)-conferences) (one unit ows something to the other) or
- in one church unit money needs to get transferrred from "budget” to “other” account.
This request of internal money transfer comes by a church unit (local finance clerk), but it can be done or approved only by the administration office.
Current process (applies at least to Europe):
-----------------------------------
Church units writes to finance staff of headquarter (administration ofice) and describes how money should be transferred.
Administration office enters these information in the financial system (in Europe "LURBS" or in USA "CUBS").
Problem:
----------
- Too many requests at one time and too less finance people at headquarter/administration office to do it. Not enough time to do it quickly.
- Loss of emails
Suggestion:
---------------
Integrating of “Request of internal Money Transfer” to the MLS-Finance system.
The Financial clerk enters the following input/request:
i. Money transfer from which church unit and which category
ii. Money transfer to which church unit and which category
iii. The amount of money which should be transferred
iv. A short purpose note
The request will be transferred through MLS-system directly to finance headquarter (administration office). The finance staff at headquarter/administration office just have to make a check mark for approve or not approve. (If a church unit request money from another church unit, then this church unit could also give approval or not.) After each party has approved this, this money can get internally transfered.
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Best Regards
Thorsten
because of existing problems in the process of requesting internal money transfer between two church units or in one unit itself, I made up some thoughts, how this process could improve. Please see below the concept of "Request of internal Money Transfer". I would be glad to here from you all some comments about this suggestion. Thanks.
------------------------------------------------------------------------
Concept of "Request of internal Money Transfer”
---------------------------------------------------
Issue:
-------
Money needs to be either
- transferred between two different (ward/stake) church units (e.g. because of EFY(=youth)-conferences) (one unit ows something to the other) or
- in one church unit money needs to get transferrred from "budget” to “other” account.
This request of internal money transfer comes by a church unit (local finance clerk), but it can be done or approved only by the administration office.
Current process (applies at least to Europe):
-----------------------------------
Church units writes to finance staff of headquarter (administration ofice) and describes how money should be transferred.
Administration office enters these information in the financial system (in Europe "LURBS" or in USA "CUBS").
Problem:
----------
- Too many requests at one time and too less finance people at headquarter/administration office to do it. Not enough time to do it quickly.
- Loss of emails
Suggestion:
---------------
Integrating of “Request of internal Money Transfer” to the MLS-Finance system.
The Financial clerk enters the following input/request:
i. Money transfer from which church unit and which category
ii. Money transfer to which church unit and which category
iii. The amount of money which should be transferred
iv. A short purpose note
The request will be transferred through MLS-system directly to finance headquarter (administration office). The finance staff at headquarter/administration office just have to make a check mark for approve or not approve. (If a church unit request money from another church unit, then this church unit could also give approval or not.) After each party has approved this, this money can get internally transfered.
-----------------------------------------------------------------
Best Regards
Thorsten