Check Balance of Other Category in LCR?

Hello,

Can you check the balance of “Other” categories on LCR? I’m struggling to find it.

Thanks

On Church web page, sign in, then go to Leader and Clerk Resources, then Finance, next Overview, then Income and Expense Summary, lastly click on the arrow next to Other.

Can’t thank you enough, had no idea that area existed.

Is this available to say the YW President or only ward Bishopric?

rjhidaho wrote:Is this available to say the YW President or only ward Bishopric?

I believe Organizations can only see the amount in their own budget. So the YW President should be able to see the YW budget status but nothing in the "Other" category (which is the topic of this thread).

davesudweeks wrote:

rjhidaho wrote:Is this available to say the YW President or only ward Bishopric?

I believe Organizations can only see the amount in their own budget. So the YW President should be able to see the YW budget status but nothing in the "Other" category (which is the topic of this thread).

The YW Presidency can view a subcategory balance of the Other:Authorized Member Financed Activities if the subcategory Permissions is set to include the Young Women by someone with finance edit permissions. This is typically done either by the ward clerk or the assistant ward clerk - finance in LCR > Finance > Budget > Manage Categories.

When the Permissions include an organization then they can view the category balance as well as submit payment requests for the subcategory.

I realize this is months later and I know how to check the monthly financial statements to see the balances as of the beginning of the month, but how do you check real-time amounts in LCR?

Go to LCR > Finance > Overview > Income and Expense Summary. If you want to see more detail go to Income and Expense Detail instead of the summary.

Thank you JD!! I've been searching for this for a long time. Warm regards and Merry Christmas!

Long time listener, first time caller. How do you manage the balance of an Other category? Does it have to be in MLS? (I received no training about how to manage the budget!)

jjibson wrote: Mon Dec 27, 2021 9:30 am How do you manage the balance of an Other category? Does it have to be in MLS? (I received no training about how to manage the budget!)

You should have received training from your stake clerk (General Handbook, 33.4.2). Any questions you have should be directed to him first. He should be familiar with both general and local instructions related to your calling. Additional resources include appropriate sections of the General Handbook, Help Center articles, the Tech Wiki, and of course, as you have found, here in the Tech Forum for specific questions and discussions on current topics of interest.

Back to the question of the Other category. If you have not done so yet, read the Help Center article The “Other” Category. Some of The General Handbook references in that article are not up to date and do not reflect the more recent changes. But with a little searching you can find and get to the correct reference.

All unit finance information, reports, and actions have been moved to Leader and Clerk Resources (LCR). I have not checked recently but when some actions are attempted in MLS most, if not all, actions will redirect to LCR Finance.

Managing the unit specific categories of the Other:Authorized Member-Financed Activities (AMFA) is done in LCR > Finance > Budget > Manage Categories. The instructions for managing the funds of the Other:AMFA categories is provided in the The “Other” Category article and in the General Handbook. Sections 34.5 and 20.6 are two sections that will get you started.

Topics discussing the management of Other:AMFA funds and specific situations can be found in the Tech Forum section Local Unit Finance. This thread is found in that forum section.