Search found 28 matches

by brown67
Sun May 12, 2019 1:11 pm
Forum: Local Unit Finance
Topic: Expense Report/Bishop's Review
Replies: 1
Views: 76

Expense Report/Bishop's Review

Just did a check from LCR. No expense report was available to print like you would do from MLS. Does the Bishop's review take the place of the expense report in LCR?
by brown67
Sun Apr 21, 2019 1:22 pm
Forum: Local Unit Finance
Topic: Can counsellors approve expenses under Bishop's Review tab?
Replies: 7
Views: 470

Re: Can counsellors approve expenses under Bishop's Review tab?

Theses are the steps that we follow: 1. Authorize by Bishop. -Signed reimbursement form. 2. Approved by 2 authorized signers -One must be Bishop or Counselor. -Approve expense and verify it is appropriate. - 2 Signatures on check or 2 authorizations (passwords) on EFT. 3. Reviewed by Bishop. -Sign e...
by brown67
Sun Feb 24, 2019 5:39 pm
Forum: Local Unit Finance
Topic: Gift Card
Replies: 1
Views: 162

Gift Card

Can we buy gift cards for helping people with gas? Bishop would like to keep a couple of cards in his desk. We would like to use fast offering money, but can't enter a recipient name for the reimbursement. Any ideas? If Ward members gifted the card would that work?
by brown67
Sun Feb 17, 2019 11:30 am
Forum: Local Unit Finance
Topic: Corrected Tax Statement
Replies: 1
Views: 161

Corrected Tax Statement

Had to correct a donation for 2018 today. I made the corrections on MLS, but need to get a corrected tax statement. Will the Tax Statement update automatically or do I have to call Salt Lake.
by brown67
Sun Jan 13, 2019 11:43 am
Forum: Local Unit Finance
Topic: Pre-Generated Year End Statements
Replies: 20
Views: 1431

Re: Pre-Generated Year End Statements

Where are they found when they do come in?
by brown67
Mon Dec 31, 2018 11:29 am
Forum: General Clerk Discussions
Topic: Sunday School President
Replies: 4
Views: 321

Sunday School President

Called a new Sunday School President who retained the previous 1st counsilor. Entered the the information in for the President and nothing for the 1st counsilor. Just left it alone since he was already serving in that calling. Today I noticed the councilor is not showing as the councilor anymore. Do...
by brown67
Sun Dec 16, 2018 1:30 pm
Forum: Local Unit Finance
Topic: How to Reprint Expense Report
Replies: 2
Views: 395

Re: How to Reprint Expense Report

On MLS got to Finance, View/Update expenses, selected date you need and print. It's not the same as the expense report, but it gives you a summary of that day. You and the Bishop can sign and date it.
by brown67
Sun Nov 11, 2018 10:08 am
Forum: Membership Help
Topic: View Membership Record out of Unit
Replies: 10
Views: 822

Re: View Membership Record out of Unit

Update: called Salt Lake and got his previous Ward information. My Bishop is going to call his previous Ward's BIshop.
by brown67
Sun Oct 28, 2018 5:08 pm
Forum: Local Unit Finance
Topic: Suggestion about pre-paying mission $$
Replies: 4
Views: 554

Re: Suggestion about pre-paying mission $$

You can reclassify the donation as tithing, but no refunds are allowed
by brown67
Sun Oct 28, 2018 4:52 pm
Forum: Membership Help
Topic: View Membership Record out of Unit
Replies: 10
Views: 822

View Membership Record out of Unit

I won't go into details, but we have someone who showed up that we think stole another members Identity. He has name, birthday, and MRN. However, he doesn't want his records moved to our Ward. Our Bishop wants to contact his previous Ward's BIshop. Can we look at his record without moving his record...

Go to advanced search