bakahre wrote:A week before I was called checks were issued to one of our scout leaders for a winter camp to reimburse him for costs. The money was supposed to come out of our "Other: Boy Scout Camp" fund, but instead was taken out of "budget". Is there a way that I can now transfer the money from the "other" account and into the budget account in order to correct this? What procedures would I need to follow? I feel pretty stuck as I have not been able to get a response from my stake. I appreciate any info. or help.
The simplest was to correct this is to simply update the expense in MLS.
- In MLS under Finances, choose View/Update Expenses.
- Find the check in the list and click on the blue "Ref. No." (the check number)
- Change the category of the check.
- Click Save
- Enter the reason for the adjustment
- You'll then see a dialog box explaining the change. You should use the Print button on the page to print out these details and attach the printout to your expense report.
- Do a Send/Receive, which will transmit the change to Church headquarters.
- On your next Church Unit Financial Statement, review the entries for this transaction to make sure Budget has been credited and Other has been debited.
The online training lesson
Understanding and Using the “Other” Category explains another way to make the adjustment (on slide 32). But the method I describe above is more straightforward.
However, before you make this change, you may want to review
Funding Youth Camps, which contains references to Church policy which states that the Budget Allowance is to be used for all ward activities, except for
one annual camp or similar activity for youth. If this is not the one annual camp, it may have been correct to fund it from the Budget category. Consult with your bishop on this topic.
Questions that can benefit the larger community should be asked in a public forum, not a private message.
