Hello,
Who can give me step by step answers to solve the following problems in our ward finance. I go in MLS to categories and open subcatogories. If I click a subcategorie then in the information field appear the word "active" if I then click on it I get one of the three following messages.
---This subcategory has a balance of
-P41,421.08
but no current year activity.
Do you want to inactivate the subcategory?
---The category has one or more non-zero balances and
cannot be made inactive until all balances are zero.
Balance(s) found:
-P14,933.45
---The category has one or more non-zero balances and
cannot be made inactive until all balances are zero.
Balance(s) found:
P1,600.45
If I ask previous clerks, I got different answers. Thats the reason I post it here and hope we can solve this soon.
Thanks in advance
Subcategory questions.
-
- Member
- Posts: 100
- Joined: Sat Jul 16, 2011 7:19 am
- Location: Philippines, Cagayan de Oro city, Northern Mindanao
-
- Senior Member
- Posts: 1222
- Joined: Thu Dec 08, 2011 10:42 am
- Location: Emmett, Idaho
Re: Subcategory questions.
It appears that you want to make these subcategories inactive, however the categories are showing a balance of some kind wither negative or positive.
You cannot change the category from active to inactive it there is a balance.
You will need to fix the balance problem before you can make the category inactive.
You cannot change the category from active to inactive it there is a balance.
You will need to fix the balance problem before you can make the category inactive.
- aebrown
- Community Administrator
- Posts: 15153
- Joined: Tue Nov 27, 2007 8:48 pm
- Location: Draper, Utah
Re: Subcategory questions.
The way you bring subcategory balances to zero will vary depending on what the parent category is.
- For Ward Missionary, you make sure that all payments on a missionary's behalf have been made, then you transfer money from the parent Ward Missionary category to the subcategory to clear a deficit (or vice versa for a surplus).
- For Other, you need to research why the subcategory has a nonzero balance. Once clerical issues have been handled, surpluses may need to be returned to the donors, or sent to Church headquarters.
- For Budget, bringing balances to zero may involve recategorization of some expenses, or a transfer to or from different subcategories as directed by the bishop.