How to change budget category to allocate to?

I'm in my ward's Relief Society Presidency, and we were put in charge of this year's ward Christmas activity. I have receipts to submit, but the only budget category it will let me choose is Relief Society. These expenses aren't supposed to come from the RS budget, they're supposed to come from the ward activity budget. How can I access a different category--or if that's not possible, how hard is it for the ward clerk to make that category change for me after I submit it?

Your ward clerk needs to change the permissions for the Activities category to include the Relief Society as well as any other ward organizations that may incur Activities expenses. He should go to LCR > Finance > Budget and select the Manage Categories tab. Click the edit icon (pencil) to the left of the Activities category name and click the organizations in the Permissions column that should be able to submit payment requests. Then click the Save button.

Good to know! I recently had members of my ward council wanting to submit receipts for budget categories other than their own. I didn't know I could set those permissions, so I just told them to submit the expense using their budget category, and I changed the category when I processed the expense. Or I could have adjusted the expense's budget category after it had been approved.

drepouille wrote:Good to know! I recently had members of my ward council wanting to submit receipts for budget categories other than their own.

Editing the permissions to allow organizations to submit payment requests to another budget category does not apply to all system default categories. The categories that can have the permissions edited are Activities, Curriculum, Library, Miscellaneous, Single Adults, Authorized Member-Financed Activities, and all unit created subcategories.

It works great! That should head off some future questions from ward council members. Now if I can just get them to check their math.