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Talk:Entering and viewing transfers

Article title and scope

This is a good topic to cover, as it was not in the wiki before. I do wonder about the title, however. It seems to me that it would be better for the article to cover the entire topic of transfers, not just Entering Transfers. It should cover View/Update Transfers, plus the issues related to transfers that are automatically created by MLS (as a result of Other Items or Interest during reconciliation, or voided checks, etc.). With such a scope, the title should be something like "Transfers (MLS)" or "Funds Transfers (MLS)". -- Aebrown 02:25, 23 April 2009 (UTC)

I propose "Transfering Funds Between Categories" Lindsayre 22:11, 23 April 2009 (UTC)
I think this is sufficient information to include about transfers. Transfers normally take place 'behind the scenes' so most clerks don't need to be aware of every situation a transfer has been created. The title "Transferring Funds Between Categories" is not correct. MLS doesn't allow transfers between categories. I'll change the title to "Entering and Viewing Transfers (MLS)." User:Tharpma

Concern with Image

I don't think using "Elder Monson," "Elder Eyring," and "Elder Uchtdorf" in the image is good idea. Am I being too sensitive? Also, moving funds from three subcategories to one main category seems to violate the rule introduced in the first sentence ("between subcategories") Lindsayre 22:11, 23 April 2009 (UTC)

Distinguishing between Transfer Types

Would it be possible to introduce the terminology "Manual Transfers" (rather than "transfers you entered") and "Automatic (or Automated) Transfers" (meaning the automatic sweeps)? That would make it easier to write this article, and hopefully easier for the readers to understand. Lindsayre 22:39, 23 April 2009 (UTC)

Transfers from Budget to Other

MLS used to allow transfers from Budget to Other. Has that been fixed? I ask because a new ward clerk in our stake made several such transfers and it took hours on the phone with Finance Support to clean up the ensuing mess (CUFS out of balance, etc.). -- Cambridge MA Stake 1:00, 16 June 2010 (UTC)

If that was ever possible, it was a long time ago (several years). MLS definitely does not currently allow transfers from Budget to Other. Once you specify the major category on the left side of the Transfer screen, you can't specify a different major category on the right side. -- Aebrown 01:39, 16 June 2010 (UTC)
This page was last modified on 15 June 2010, at 18:39.

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