Budget "Delivery"

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
Tatelamoreaux
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Joined: Sun Jul 01, 2018 7:29 am

Budget "Delivery"

Postby Tatelamoreaux » Sun Jul 01, 2018 7:32 am

We don't know when the budget is replenished in our ward--not the Bishop, his counselors, the old clerk, and especially not me the new clerk. When do the funds come in? It's July 1st right now; when can our ward expect more funds?

lajackson
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Re: Budget "Delivery"

Postby lajackson » Sun Jul 01, 2018 9:33 pm

Under LCR > Finance > Budget > Reports you will find a Projected Quarterly Budget Allowance Q3 2018 [your unit number] report dated 1 June 2018 (the month prior to the beginning of the quarter).

Shortly you will find a 1 July 2018 Quarterly Budget Allowance Q3 2018 [your unit number] report.

The latter report will have your budget allowance to the penny, which will be credited on your July Financial Report, meaning you can spend it beginning 1 July. It will be very close to the Projected report, if not identical.

These reports used to be available in the financial reports section of MLS. I do not know if they are still there.

davesudweeks
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Location: Oklahoma, USA

Re: Budget "Delivery"

Postby davesudweeks » Mon Jul 02, 2018 4:49 am

lajackson wrote:These reports used to be available in the financial reports section of MLS. I do not know if they are still there.


They still come to MLS as well.


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