Transfer across major categories
- wrigjef
- Senior Member
- Posts: 631
- Joined: Sun Mar 01, 2009 8:38 am
- Location: Chesapeake, Virginia
Transfer across major categories
Just did a bunch of transfers on one of the ward systems to help their clerk prepare for a 2011 budget. Their ward had a missionary deficit and the stake wrote them a check to cancel it out. It was mistakenly put in a budget category and I found that contrary to some things I have read here, I could not transfer from budget to other or ward missionary.
- aebrown
- Community Administrator
- Posts: 15153
- Joined: Tue Nov 27, 2007 8:48 pm
- Location: Draper, Utah
I know a couple of people have talked about transfers across major categories, but as far as I can recall, such misinformation has been promptly corrected in a subsequent post. Occasionally people will casually mention transferring money from Budget to Other, but they actually mean that the unit writes a check from Budget to itself, then deposits that check into Other.wrigjef wrote:Just did a bunch of transfers on one of the ward systems to help their clerk prepare for a 2011 budget. Their ward had a missionary deficit and the stake wrote them a check to cancel it out. It was mistakenly put in a budget category and I found that contrary to some things I have read here, I could not transfer from budget to other or ward missionary.
However, in this particular case (and many similar ones) the correct action is not a transfer, but is a correction of the original transaction. If you write a check from Budget and it should be from Other, you don't transfer from Other to Budget to fix it, but rather you go to that expense and change the category. Similarly, if a donation was credited to the wrong account, you need to go into the appropriate donation batch, find the donation, and change the category.
Behind the scenes, this will have the effect of creating a transfer, but it's a special internal transfer which you are unable to do directly by using the Enter Transfer feature of MLS.
Questions that can benefit the larger community should be asked in a public forum, not a private message.
- aebrown
- Community Administrator
- Posts: 15153
- Joined: Tue Nov 27, 2007 8:48 pm
- Location: Draper, Utah
That instruction may work in the UK, but note that the post was made by someone in the USA, where we don't have a transfer form, and we are not supposed to contact CHQ Finance for such items.dannykos wrote:nope - you have to do that manually on a transfer form - or contact your local finance office directly.
Questions that can benefit the larger community should be asked in a public forum, not a private message.
-
- Member
- Posts: 298
- Joined: Wed Oct 15, 2008 2:26 am
- Location: UK, East Grinstead