How to correct an allocation issue

4 postsstarted by Josuenielson 2011-02-06 15:41 UTC1,407 viewsoriginal topic

New Member

#1
2011-02-06 15:41 UTC

Good Morning All:

As a clarification, I am a ward finance clerk.

At the end of 2010, the stake cut us a check that was to go toward the remaining expenditures for that year. However, I was just informed by the second councilor that the funds were deposited the first Sunday of 2011. Now when I go into the Budget Report on MLS, under Budget Allocations I show those funds, along with what has been allocated for the first quarter. This obviously overstates this year's budget. How do I go about correcting this so MLS shows the correct amounts for the correct year?

Thanks in advance!

kjwardle

New Member

#2
2011-02-06 17:51 UTC

Ward clerk

I'm happy to see that I'm not the only one who has the issue mentioned. I have tried to remove the Stake check deposit from this year and apply it to last year, but that doesn't work either.
If someone has an answer, I would appreciate hearing it.

russellhltn

Community Administrator

#3
2011-02-06 18:41 UTC

You might try the procedure listed in Donations in wrong year

Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

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allenjpl

Member

#4
2011-02-07 07:07 UTC

I think the easiest fix is simply to unselect the Budget:allocations category when you run the budget report. Doing that will eliminate the double-counting problem.

I'm not sure that there's anything to correct. Your Budget allocations category is intended to hold your funds. From what you've said, that's exactly what it is doing.