wrigjef wrote:Just did a bunch of transfers on one of the ward systems to help their clerk prepare for a 2011 budget. Their ward had a missionary deficit and the stake wrote them a check to cancel it out. It was mistakenly put in a budget category and I found that contrary to some things I have read here, I could not transfer from budget to other or ward missionary.
I know a couple of people have talked about transfers across major categories, but as far as I can recall, such misinformation has been promptly corrected in a subsequent post. Occasionally people will casually mention transferring money from Budget to Other, but they actually mean that the unit writes a check from Budget to itself, then deposits that check into Other.
However, in this particular case (and many similar ones) the correct action is not a transfer, but is a correction of the original transaction. If you write a check from Budget and it should be from Other, you don't transfer from Other to Budget to fix it, but rather you go to that expense and change the category. Similarly, if a donation was credited to the wrong account, you need to go into the appropriate donation batch, find the donation, and change the category.
Behind the scenes, this will have the effect of creating a transfer, but it's a special internal transfer which you are unable to do directly by using the Enter Transfer feature of MLS.
Questions that can benefit the larger community should be asked in a public forum, not a private message.
