From rpyne at kinfolk.org Tue Aug 1 15:22:12 2006 From: rpyne at kinfolk.org (Richard Pyne) Date: Tue, 01 Aug 2006 16:22:12 -0400 Subject: LDSC: Equipment request form In-Reply-To: <29BD240B-8F44-4747-8EC9-B26E40476DD0@ldskc.org> References: Message-ID: <44CF6394.29731.147ABC@localhost> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. Cheaper is debatable. Shifting staff needs from one location to another is often more expensive in the long run. To do things right, now instead of a handful of people at CHQ, you either need two or three computer people in each FM office or contract it out at several times the cost. At least the staff at CHQ knew what they were doing and when to advise local procurement. Our FM group here is about as clueless as they come when it comes to computer hardware, software and networking. --Richard On 31 Jul 2006 at 14:27, Chuck Anderson wrote: > Yes, unfortunately, Don is correct. Both Computers and Printers > must now be ordered through your local Stake PFR, who then orders > through the local FM Group office. It now takes MUCH longer to > obtain equipment, but it is cheaper for the Church because they > were able to reduce staff in SLC. >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From bthomasj1971 at yahoo.com Wed Aug 2 23:10:49 2006 From: bthomasj1971 at yahoo.com (bthomasj1971) Date: Thu, 03 Aug 2006 00:10:49 -0400 Subject: LDSC: Equipment request form In-Reply-To: Message-ID: >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. Thanks for the help on this issue. I will address the issue locally. I remember that letter, but I had forgot that it included printers as well. BT --- In ldsclerks at yahoogroups.com, "Don Fairchild" wrote: > > > BT Wrote: > >It has been over 3 weeks and I have not received a new printer yet, > >nor have I received any other correspondence about the request. I am > >wondering if the form is too old, and the number I faxed to is now > >incorrect. > > > >Or, should I just be patient and wait a while longer....... > > Wait no longer! > > A year or two ago, those forms became obsolete and the group who used to > take care of printers was disbanded. The procurement and maintenance of > computer hardware is now done by the Facilities Management group. The > correct procedure is to contact your Stake Physical Facilities > Representative (who should be a member of the high council) who should > coordinate the procurement of a new printer with the FM Group. > > From my experience, the new method takes longer. However, from an > organizational perspective, I suppose it makes sense. We used to be > able to get a new printer in less than a week if we really needed to. > The last time we tried, it took just over a month. > > I hope that helps. > > Don Fairchild > Stake Financial Clerk > Orem Utah Windsor Stake > 801-420-0609 > > >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From jguest at brazoriainet.com Fri Aug 4 09:49:54 2006 From: jguest at brazoriainet.com (Jim Guest) Date: Fri, 04 Aug 2006 10:49:54 -0400 Subject: LDSC: Equipment request form References: Message-ID: <005401c6b7d5$42155850$6400a8c0@JIMSCOMPUTER> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. If that's the letter I recall, it stated that the last order form that was sent out (at the time) had a wrong telephone number on it, and that another new form was being sent to replace it. The newest form with the corrected telephone number is a yellow or orange color. But, if the computer equipment is now supposed to be take care of by the FM Group then I guess the form with either phone number is obsolete. Jim Guest ==================================. ----- Original Message ----- From: "bthomasj1971" To: Cc: "bthomasj1971" Sent: Wednesday, August 02, 2006 11:10 PM Subject: Re: LDSC: Equipment request form > Thanks for the help on this issue. I will address the issue > locally. I remember that letter, but I had forgot that it included > printers as well. > > BT >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From lajackson at juno.com Fri Aug 4 22:21:14 2006 From: lajackson at juno.com (Larry Jackson) Date: Fri, 04 Aug 2006 23:21:14 -0400 Subject: LDSC: Re: Equipment request form Message-ID: <20060804.223143.1720.0.lajackson@juno.com> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. Jim Guest: wrong telephone number another new form corrected telephone number yellow or orange either phone number is obsolete. _______________ No form. Computers and printers are on a 5-year cycle for automatic replacement. If either fails before that, contact your stake PF rep (usually a high councilor). The stake PF rep is also responsible to see that the FM group is reminded that the 5 years is coming up so that they can budget for the replacements. Larry Jackson >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From mjcurtis at curtis-assoc.com Sat Aug 5 14:26:31 2006 From: mjcurtis at curtis-assoc.com (Marshall Curtis) Date: Sat, 05 Aug 2006 15:26:31 -0400 Subject: LDSC: Re: Membership Data Pocket PC Utility References: <000001c6b38a$3efffb60$0201a8c0@dlyearsley> Message-ID: <003a01c6b8c5$0e80ada0$6b0a0a0a@ad.walker.carlisle.com> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. I our ward we have had great sucess with MyWard www.shiblon.com/desktop/myward/ . It will generate member information for both PPC and PALM using several widely availaible readers. --Marshall ----- Original Message ----- From: "David Yearsley Juno" To: Cc: "David Yearsley Juno" Sent: Saturday, July 29, 2006 10:42 PM Subject: RE: LDSC: Re: Membership Data Pocket PC Utility > >>From LDSClerks: Please see bottom of this message for subscription >>instructions and list URL. > > Have you tried MLS2Palm from www.MLS2Palm.com also have you looked into a > file link. With a file link you can set it up to automatically update when > a > new file is added. You can also use the palm export from MLS. I have set > up > many bishops using both options. It just depends on what type of > information > you are looking to have in your palm? > > I would really look into the file link. > > -----Original Message----- > From: owner-ldsclerks at MormonsToday.com > [mailto:owner-ldsclerks at MormonsToday.com] On Behalf Of Bishop Custer > Sent: Wednesday, July 19, 2006 8:56 AM > To: ldsclerks at MormonsToday.com > Cc: Bishop Custer > Subject: LDSC: Re: Membership Data Pocket PC Utility > > >>From LDSClerks: Please see bottom of this message for subscription > instructions and list URL. > > > Can anyone suggest a good utility for carrying membership data with me on > my Pocket PC? I am the Bishop of a YSA Ward and the membership is > constantly changing - so I'd like something I can update fairly easily. > > The caveat is that my PPC is very old, so the program will need to be > fairly basic. > > I've tried a few programs in the past and have had some success with > them, but it's been a few years since I've tried a new program, I'm hoping > that someone has come up with something better than what I've used before. > > Any help is appreciated, > > - bp. c. > > > > --------------------------------- > See the all-new, redesigned Yahoo.com. Check it out. > > >>From ldsclerks: Please do not send copyrighted material to ldsclerks. > See list info at: http://www.MormonsToday.com/ldsclerks/ > > Send commands in the body of a message to majordomo at MormonsToday.com > To join: subscribe ldsclerks > To leave: unsubscribe ldsclerks > To join digest: subscribe ldsclerks-digest > > > >>From ldsclerks: Please do not send copyrighted material to ldsclerks. > See list info at: http://www.MormonsToday.com/ldsclerks/ > > Send commands in the body of a message to majordomo at MormonsToday.com > To join: subscribe ldsclerks > To leave: unsubscribe ldsclerks > To join digest: subscribe ldsclerks-digest > > >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From brentmdunn at gmail.com Sun Aug 13 18:19:06 2006 From: brentmdunn at gmail.com (Brent Dunn) Date: Sun, 13 Aug 2006 19:19:06 -0400 Subject: LDSC: Preparing for my first financial audit? Message-ID: <2f3940740608131619k48dd114cg36669ec65b7a79a@mail.gmail.com> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. I was recently (about a month ago) called as a financial clerk in our ward. Our previous financial clerk had moved about two months before and our ward clerk doesn't know a lot about the financial aspect of things, so most of my training has come from lds.org or just figuring things out as I go along. I was just informed that we have an audit coming up and was wondering if you all have any advice on preparing for the audit. I'm a little nervous about it because I still don't completely know what I'm doing and apparently on the last few audits we have not done as well as the Bishop would like. My stake clerk advised me to get a copy of the audit forms from lds.org and review it beforehand, but I can't figure out where they are. I remember seeing a form at one point but can't remember if it was in the training on lds.org or if I just came across one in the office somewhere. Brent Dunn >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From jeffp at jeffszone.com Mon Aug 14 10:29:00 2006 From: jeffp at jeffszone.com (Jeff Phillips) Date: Mon, 14 Aug 2006 11:29:00 -0400 Subject: LDSC: Preparing for my first financial audit? In-Reply-To: <2f3940740608131619k48dd114cg36669ec65b7a79a@mail.gmail.com> References: <2f3940740608131619k48dd114cg36669ec65b7a79a@mail.gmail.com> Message-ID: <44E096BC.6020103@jeffszone.com> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. Brent Dunn wrote: > I was recently (about a month ago) called as a financial clerk in our > ward. > Our previous financial clerk had moved about two months before and our > ward > clerk doesn't know a lot about the financial aspect of things, so most > of my > training has come from lds.org or just figuring things out as I go along. > > I was just informed that we have an audit coming up and was wondering > if you > all have any advice on preparing for the audit. I'm a little nervous > about > it because I still don't completely know what I'm doing and apparently on > the last few audits we have not done as well as the Bishop would like. > > My stake clerk advised me to get a copy of the audit forms from > lds.org and > review it beforehand, but I can't figure out where they are. I remember > seeing a form at one point but can't remember if it was in the > training on > lds.org or if I just came across one in the office somewhere. > > Brent Dunn Don't worry about it. Audits are routien. Somebody will come and check over things, give you some pointers, etc. Unless somebody has gone hog wild with completely absurd practices, you'll be fine. There really isn't anything to "prepare" for. If you are following reasonable proceedures, that in and of itself is adequate preparation. I just went through an audit the week before last. The stake auditor informed us that this was the first audit he has conducted without any exceptions to report. Then he asked us if we reviewed the training materials on LDS.org. We didn't. He then said he had to report this fact as our only audit exception. So, I guess we're doing everything fine except that we haven't been trained as to how it is done. lol -Jeff >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From Steve.Neeland at ingrambook.com Mon Aug 14 10:48:32 2006 From: Steve.Neeland at ingrambook.com (Neeland, Steve) Date: Mon, 14 Aug 2006 11:48:32 -0400 Subject: LDSC: Website for forms/docs Message-ID: <61F9465B7871FA4AAF36C89DCC2064B91432AAAA@IBC2K3EXCH.ingrambook.com> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. I'm asking for advice/clarification for something I was thinking of doing. Is it against church policy for me to throw together a simple one-page 'site' that other clerks in our stake can use to get forms, procedures, letter templates, and other basic tools like that? It's basically an FTP type facility, but I don't want to pursue this if it's not in compliance with church policy. We are trying to come up with a way to share resources between our units to (maybe) make tasks a little easier for them. Your thoughts?? Steve Neeland Mt. Juliet Ward >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From Karl.Miller at huskyenergy.ca Mon Aug 14 10:57:27 2006 From: Karl.Miller at huskyenergy.ca (Karl Miller) Date: Mon, 14 Aug 2006 11:57:27 -0400 Subject: LDSC: Preparing for my first financial audit? In-Reply-To: <2f3940740608131619k48dd114cg36669ec65b7a79a@mail.gmail.com> References: <2f3940740608131619k48dd114cg36669ec65b7a79a@mail.gmail.com> Message-ID: <44E04907020000B800009DD4@clf008.huskyenergy.ca> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. Hi Brent, Been there, done that. The Stake Auditor will likely know your situation (if not, tell him), and guide you through the audit. Looking back, an audit at that early point in my calling as Financial Clerk was a helpful 'fast track' learning experience. I keep a hard copy of all prior audits as the Stake Auditor is supposed to leave a copy when an Audit is done, so you might find a similar file. If not, I would call him and ask for a hard copy of the audit form to help make the experience more efficient for both of you. I would also discuss the situation with your Bishop (who also has to be available for the Audit), and the Counselor in the Bishopric who is responsible for finances (and has likely been involved in the aftermath of prior ones). Karl Miller Calgary, Alberta, Canada >>> "Brent Dunn" 08/13/06 5:19 PM >>> I was recently (about a month ago) called as a financial clerk in our ward. Our previous financial clerk had moved about two months before and our ward clerk doesn't know a lot about the financial aspect of things, so most of my training has come from lds.org or just figuring things out as I go along. I was just informed that we have an audit coming up and was wondering if you all have any advice on preparing for the audit. I'm a little nervous about it because I still don't completely know what I'm doing and apparently on the last few audits we have not done as well as the Bishop would like. My stake clerk advised me to get a copy of the audit forms from lds.org and review it beforehand, but I can't figure out where they are. I remember seeing a form at one point but can't remember if it was in the training on lds.org or if I just came across one in the office somewhere. Brent Dunn >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From tdmorris at htcomp.net Mon Aug 14 11:19:22 2006 From: tdmorris at htcomp.net (Travis Morris) Date: Mon, 14 Aug 2006 12:19:22 -0400 Subject: LDSC: Preparing for my first financial audit? In-Reply-To: <2f3940740608131619k48dd114cg36669ec65b7a79a@mail.gmail.com> References: <2f3940740608131619k48dd114cg36669ec65b7a79a@mail.gmail.com> Message-ID: <44E0A28A.8080409@htcomp.net> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. Bro. Dunn, The first thing I would do is make sure you are within your budget. In our stake a budget allotment is issued to the wards each quarter. This is what your budget is based on. The second thing is make sure your monthly financial statements are all reconciled. If you cannot reconcile your statements call your stake clerk for assistance. Travis Brent Dunn wrote: > >> From LDSClerks: Please see bottom of this message for subscription >> instructions and list URL. > > I was just informed that we have an audit coming up and was wondering > if you > all have any advice on preparing for the audit. I'm a little nervous > about > it because I still don't completely know what I'm doing and apparently on > the last few audits we have not done as well as the Bishop would like. > > Brent Dunn > >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From Steve.Neeland at ingrambook.com Mon Aug 14 12:15:36 2006 From: Steve.Neeland at ingrambook.com (Neeland, Steve) Date: Mon, 14 Aug 2006 13:15:36 -0400 Subject: LDSC: Preparing for my first financial audit? Message-ID: <61F9465B7871FA4AAF36C89DCC2064B91432AAB7@IBC2K3EXCH.ingrambook.com> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. - Make sure you keep complete records for any checks written. Check requests should have all receipts, a check stub, and most important the proper authorization signatures on the request form. Keep them filed in order to speed up any audit research. - Keep all blank check stock, as well as the completed check documentation in an approved locked container. - Keep tithing batches separated well, in order and locked up also. Anything to speed them on their way is a good thing. - Make sure the Bishop/Branch-President has signed every check expense report sheet, even if they had nothing to do with approving the check expense. They must be aware of ALL expenses distributed. Others will provide additional items. We should be able to build a nice little checklist by the time this thread has finished... Steve -----Original Message----- From: owner-ldsclerks at MormonsToday.com [mailto:owner-ldsclerks at MormonsToday.com] On Behalf Of Travis Morris Sent: Monday, August 14, 2006 11:19 AM To: ldsclerks at MormonsToday.com Cc: Travis Morris Subject: Re: LDSC: Preparing for my first financial audit? >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. Bro. Dunn, The first thing I would do is make sure you are within your budget. In our stake a budget allotment is issued to the wards each quarter. This is what your budget is based on. The second thing is make sure your monthly financial statements are all reconciled. If you cannot reconcile your statements call your stake clerk for assistance. Travis Brent Dunn wrote: > >> From LDSClerks: Please see bottom of this message for subscription >> instructions and list URL. > > I was just informed that we have an audit coming up and was wondering > if you > all have any advice on preparing for the audit. I'm a little nervous > about > it because I still don't completely know what I'm doing and apparently on > the last few audits we have not done as well as the Bishop would like. > > Brent Dunn > >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From roger.parkinson at gmail.com Mon Aug 14 14:00:02 2006 From: roger.parkinson at gmail.com (Roger Parkinson) Date: Mon, 14 Aug 2006 15:00:02 -0400 Subject: LDSC: Ward Mission Plan Message-ID: >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. Have any of you seen a nicely documented ward mission plan? Our Bishopric would like to upgrade in this area I was hoping to see what others have done? Thanks. Roger Parkinson Pineville Ward, Charlotte South Stake, NC >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From cwha at ldskc.org Mon Aug 14 14:28:59 2006 From: cwha at ldskc.org (Chuck Anderson) Date: Mon, 14 Aug 2006 15:28:59 -0400 Subject: LDSC: Website for forms/docs Message-ID: <8D71AF64-4216-4FCE-A689-098B845D2342@ldskc.org> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. Yes, it is against the rules, BUT you don't have to anyway -- Just put your forms, etc. under "News and Information" on your Stake and Ward Web Site. The capability you want is already built in and available by posting such material on either the Stake Home Page, or on a Ward Home Page under "News and Information". Chuck Anderson cwha at ldskc.org On Aug 14, 2006, at 10:48 AM, Neeland, Steve wrote: > > I'm asking for advice/clarification for something I was thinking of > doing. Is it against church policy for me to throw together a simple > one-page 'site' that other clerks in our stake can use to get forms, > procedures, letter templates, and other basic tools like that? It's > basically an FTP type facility, but I don't want to pursue this if > it's > not in compliance with church policy. We are trying to come up with a > way to share resources between our units to (maybe) make tasks a > little > easier for them. > > Your thoughts?? > > Steve Neeland > Mt. Juliet Ward > > >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From Steve.Neeland at ingrambook.com Mon Aug 14 14:57:34 2006 From: Steve.Neeland at ingrambook.com (Neeland, Steve) Date: Mon, 14 Aug 2006 15:57:34 -0400 Subject: LDSC: Website for forms/docs Message-ID: <200608150152.k7F1qVPw010895@mormonstoday.propagation.net> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. I was hoping it would be something a little more discrete since the forms may include things like Disciplinary Actions or how to write a check. Not necessarily the stuff I want to make available to the entire Stake. Oh well...... ________________________________ From: Chuck Anderson [mailto:cwha at ldskc.org] Sent: Monday, August 14, 2006 2:29 PM To: ldsclerks at MormonsToday.com Cc: Neeland, Steve Subject: Re: LDSC: Website for forms/docs Yes, it is against the rules, BUT you don't have to anyway -- Just put your forms, etc. under "News and Information" on your Stake and Ward Web Site. The capability you want is already built in and available by posting such material on either the Stake Home Page, or on a Ward Home Page under "News and Information". Chuck Anderson cwha at ldskc.org On Aug 14, 2006, at 10:48 AM, Neeland, Steve wrote: I'm asking for advice/clarification for something I was thinking of doing. Is it against church policy for me to throw together a simple one-page 'site' that other clerks in our stake can use to get forms, procedures, letter templates, and other basic tools like that? It's basically an FTP type facility, but I don't want to pursue this if it's not in compliance with church policy. We are trying to come up with a way to share resources between our units to (maybe) make tasks a little easier for them. Your thoughts?? Steve Neeland Mt. Juliet Ward >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From baclawskidad at centurytel.net Mon Aug 14 15:31:57 2006 From: baclawskidad at centurytel.net (Chuck Baclawski) Date: Mon, 14 Aug 2006 16:31:57 -0400 Subject: LDSC: Preparing for my first financial audit? References: <2f3940740608131619k48dd114cg36669ec65b7a79a@mail.gmail.com> <44E0A28A.8080409@htcomp.net> Message-ID: <004901c6bfe0$b09cbf80$2f01a8c0@Herbie> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. The biggest single problem I have seen with audits is the monthly statements are not reconcilled in a timely manner. If you insure that all of your statements are reconcilled, you will probably get 85% of the audit fine. If you also ensure your "other" category is taken care of you will hit 90% of the aduit, if you also ensure you have proper and acceptable documentation for all expenses (reciepts and Bishop authorization) your will have 95% the remainder of the audit will involve how you count money sunday (a member of the bishopric should participate), who takes the money to the bank to make deposits, how your Bishop handles welfare interviews and funds, have the last audit avalable, etc. you will be perfect. Look upon your auditor as your friend. He is not there to judge, but to help, educate and train. Find the audit done in January and review it, the questions will be slightly different, but most will be the same. See where your ward got tagged last time and be sure they are fixed. Also, do a personal review with the January audit and see how you are doing. Again, it is not a perfect match, but it will be close. Chuck ----- Original Message ----- From: "Travis Morris" To: Cc: "Travis Morris" Sent: Monday, August 14, 2006 11:19 AM Subject: Re: LDSC: Preparing for my first financial audit? > >>From LDSClerks: Please see bottom of this message for subscription >>instructions and list URL. > > Bro. Dunn, > The first thing I would do is make sure you are within your budget. In > our stake a budget allotment is issued to the wards each quarter. This is > what your budget is based on. > The second thing is make sure your monthly financial statements are all > reconciled. If you cannot reconcile your statements call your stake clerk > for assistance. > Travis > > Brent Dunn wrote: > >> >>> From LDSClerks: Please see bottom of this message for subscription >>> instructions and list URL. >> >> I was just informed that we have an audit coming up and was wondering if >> you >> all have any advice on preparing for the audit. I'm a little nervous >> about >> it because I still don't completely know what I'm doing and apparently on >> the last few audits we have not done as well as the Bishop would like. >> >> Brent Dunn >> > > >>From ldsclerks: Please do not send copyrighted material to ldsclerks. > See list info at: http://www.MormonsToday.com/ldsclerks/ > > Send commands in the body of a message to majordomo at MormonsToday.com > To join: subscribe ldsclerks > To leave: unsubscribe ldsclerks > To join digest: subscribe ldsclerks-digest > > > >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From embunker817 at msn.com Mon Aug 14 15:50:46 2006 From: embunker817 at msn.com (Eric Bunker) Date: Mon, 14 Aug 2006 16:50:46 -0400 Subject: LDSC: Preparing for my first financial audit? Message-ID: >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. You shouldn't be afraid of the audit. View it as a training. Ideally the stake clerk or the stake financial clerk should have walked you through you job by now. I am sorry that it didn't happen for you. If you have done as the training has shown you and you are keeping your monthly statement reconciled, then you should be ok. Eric Clerk Queen Creek Arizona Stake ----- Original Message ----- From: Neeland, Steve To: ldsclerks at MormonsToday.com Cc: Neeland, Steve Sent: Monday, August 14, 2006 10:15 AM Subject: RE: LDSC: Preparing for my first financial audit? - Make sure you keep complete records for any checks written. Check requests should have all receipts, a check stub, and most important the proper authorization signatures on the request form. Keep them filed in order to speed up any audit research. - Keep all blank check stock, as well as the completed check documentation in an approved locked container. - Keep tithing batches separated well, in order and locked up also. Anything to speed them on their way is a good thing. - Make sure the Bishop/Branch-President has signed every check expense report sheet, even if they had nothing to do with approving the check expense They must be aware of ALL expenses distributed. Others will provide additional items. We should be able to build a nice little checklist by the time this thread has finished... Steve -----Original Message----- From: owner-ldsclerks at MormonsToday.com [mailto:owner-ldsclerks at MormonsToday.com] On Behalf Of Travis Morris Sent: Monday, August 14, 2006 11:19 AM To: ldsclerks at MormonsToday.com Cc: Travis Morris Subject: Re: LDSC: Preparing for my first financial audit? Bro. Dunn, The first thing I would do is make sure you are within your budget. In our stake a budget allotment is issued to the wards each quarter. This is what your budget is based on. The second thing is make sure your monthly financial statements are all reconciled. If you cannot reconcile your statements call your stake clerk for assistance. Travis Brent Dunn wrote: > >> From LDSClerks: Please see bottom of this message for subscription >> instructions and list URL. > > I was just informed that we have an audit coming up and was wondering > if you > all have any advice on preparing for the audit. I'm a little nervous > about > it because I still don't completely know what I'm doing and apparently on > the last few audits we have not done as well as the Bishop would like. > > Brent Dunn > >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From mnmperks at bellsouth.net Mon Aug 14 16:40:50 2006 From: mnmperks at bellsouth.net (M Perkins) Date: Mon, 14 Aug 2006 17:40:50 -0400 Subject: LDSC: Preparing for my first financial audit? In-Reply-To: <004901c6bfe0$b09cbf80$2f01a8c0@Herbie> Message-ID: <20060814214055.KNYE27941.ibm65aec.bellsouth.net@Perkins> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. A new item on our last audit was the question "Have the Bishopric and clerks all reviewed the appropriate training lessons on LDS.org". M. Perkins -----Original Message----- From: owner-ldsclerks at MormonsToday.com [mailto:owner-ldsclerks at MormonsToday.com] On Behalf Of Chuck Baclawski Sent: Monday, August 14, 2006 3:32 PM To: ldsclerks at MormonsToday.com Cc: Chuck Baclawski Subject: Re: LDSC: Preparing for my first financial audit? >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. The biggest single problem I have seen with audits is the monthly statements are not reconcilled in a timely manner. If you insure that all of your statements are reconcilled, you will probably get 85% of the audit fine. If you also ensure your "other" category is taken care of you will hit 90% of the aduit, if you also ensure you have proper and acceptable documentation for all expenses (reciepts and Bishop authorization) your will have 95% the remainder of the audit will involve how you count money sunday (a member of the bishopric should participate), who takes the money to the bank to make deposits, how your Bishop handles welfare interviews and funds, have the last audit avalable, etc. you will be perfect. Look upon your auditor as your friend. He is not there to judge, but to help, educate and train. Find the audit done in January and review it, the questions will be slightly different, but most will be the same. See where your ward got tagged last time and be sure they are fixed. Also, do a personal review with the January audit and see how you are doing. Again, it is not a perfect match, but it will be close. Chuck ----- Original Message ----- From: "Travis Morris" To: Cc: "Travis Morris" Sent: Monday, August 14, 2006 11:19 AM Subject: Re: LDSC: Preparing for my first financial audit? > >>From LDSClerks: Please see bottom of this message for subscription >>instructions and list URL. > > Bro. Dunn, > The first thing I would do is make sure you are within your budget. In > our stake a budget allotment is issued to the wards each quarter. This is > what your budget is based on. > The second thing is make sure your monthly financial statements are all > reconciled. If you cannot reconcile your statements call your stake clerk > for assistance. > Travis > > Brent Dunn wrote: > >> >>> From LDSClerks: Please see bottom of this message for subscription >>> instructions and list URL. >> >> I was just informed that we have an audit coming up and was wondering if >> you >> all have any advice on preparing for the audit. I'm a little nervous >> about >> it because I still don't completely know what I'm doing and apparently on >> the last few audits we have not done as well as the Bishop would like. >> >> Brent Dunn >> > > >>From ldsclerks: Please do not send copyrighted material to ldsclerks. > See list info at: http://www.MormonsToday.com/ldsclerks/ > > Send commands in the body of a message to majordomo at MormonsToday.com > To join: subscribe ldsclerks > To leave: unsubscribe ldsclerks > To join digest: subscribe ldsclerks-digest > > > >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From clerk.crescent at gmail.com Mon Aug 14 16:42:51 2006 From: clerk.crescent at gmail.com (Alan Brown) Date: Mon, 14 Aug 2006 17:42:51 -0400 Subject: LDSC: Website for forms/docs Message-ID: <7378de6f0608141442x74cf4173n5be5ea1be3262a36@mail.gmail.com> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. On 8/14/06, Neeland, Steve wrote: > > I'm asking for advice/clarification for something I was thinking of > doing. Is it against church policy for me to throw together a simple > one-page 'site' that other clerks in our stake can use to get forms, > procedures, letter templates, and other basic tools like that? It sounds simple and helpful, but unfortunately it is against Church policy. In a letter from the First Presidency dated 13 Dec 2004, it states: ------------------- The Church has established a number of global Web sites and e-mail networks. There may also be be Church-sponsored country or area Web sites, stake and ward Web sites on *lds.org*, and e-mail services for priesthood leaders and missionaries. These Web sites contain Church-approved content, meet the legal requirements of copyrights and privacy, and can be recognized by the presence of the Church logo. *No other sites are authorized*. This restriction includes but is not limited to temples, missions, visitors' centers, auxiliaries, quorums, classes, Scout units, and committees for special events. Any such Web sites or e-mail groups should be discontinued immediately. --------------- If your stake has a web site on lds.org, you could post a News and Information article with an attachment, but this is pretty limited -- you can only post one attachment per article, and it must be in .doc or .pdf format. It would also be available to all stake members, not just the clerks. But that would be a reasonable way to post a reimbursement form, along with policy and instructions for using it. There may be other forms or documents that could appropriately be put there as well. Alan Brown Assistant Stake Clerk Sandy Utah Crescent Stake >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From sbsimps at msn.com Mon Aug 14 19:51:56 2006 From: sbsimps at msn.com (Shaun Simpson) Date: Mon, 14 Aug 2006 20:51:56 -0400 Subject: LDSC: Preparing for my first financial audit? Message-ID: <000801c6c005$02bc6b70$fa000a0a@Frodo> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. One place to obtain the audit form is the Stake Auditor Training. Before the auditor is trained he is also advised to have a copy of the form. It is found at the beginning of the lesson found here: http://www.lds.org Serving in the Church, Melchizedek Priesthood, Record-Keeping and Auditing Training, The Stake Auditor. I also agree with others' comments. The audits are there to help educate and train. As new as you are in your calling you will still be learning and maybe even straightening out some of the previous items that need correcting. An audit helps identify those issues and then creates a plan for them to be corrected. Until the online training came out, our stake had not been doing that most important part (many on the audit committee were also new to their callings). Many times the reason units do not do as well on the audits is the issues are not adequately resolved after the audit. Shaun Simpson -----Original Message----- From: owner-ldsclerks at MormonsToday.com [mailto:owner-ldsclerks at MormonsToday.com] On Behalf Of Brent Dunn Sent: Sunday, August 13, 2006 4:19 PM To: ldsclerks at MormonsToday.com Cc: Brent Dunn Subject: LDSC: Preparing for my first financial audit? I was recently (about a month ago) called as a financial clerk in our ward. Our previous financial clerk had moved about two months before and our ward clerk doesn't know a lot about the financial aspect of things, so most of my training has come from lds.org or just figuring things out as I go along. I was just informed that we have an audit coming up and was wondering if you all have any advice on preparing for the audit. I'm a little nervous about it because I still don't completely know what I'm doing and apparently on the last few audits we have not done as well as the Bishop would like. My stake clerk advised me to get a copy of the audit forms from lds.org and review it beforehand, but I can't figure out where they are. I remember seeing a form at one point but can't remember if it was in the training on lds.org or if I just came across one in the office somewhere. Brent Dunn >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From daviddjudd at juno.com Mon Aug 14 21:16:35 2006 From: daviddjudd at juno.com (daviddjudd at juno.com) Date: Mon, 14 Aug 2006 22:16:35 -0400 Subject: LDSC: Preparing for my first financial audit? Message-ID: <20060814.191736.2325.682996@webmail23.lax.untd.com> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. go to lds.org, serving in the church, Melchizidek Priesthood, Record- Keeping and Auditing Training. Select "The Stake Auditor" training, the first part of the lesson give a chance to print the Ward or Branch Financial Audit forms. Or go here for US and Canada: http://www.lds.org/pa/e-learn/mp/auditor/data/resources/6a_P02USCAN.pdf Or go here for outside US and Canada: http://www.lds.org/pa/e- learn/mp/auditor/data/resources/6a_P02outsideUSCAN.pdf The above is all one line. David Judd -- "Brent Dunn" wrote: >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. I was recently (about a month ago) called as a financial clerk in our ward. Our previous financial clerk had moved about two months before and our ward clerk doesn't know a lot about the financial aspect of things, so most of my training has come from lds.org or just figuring things out as I go along. I was just informed that we have an audit coming up and was wondering if you all have any advice on preparing for the audit. I'm a little nervous about it because I still don't completely know what I'm doing and apparently on the last few audits we have not done as well as the Bishop would like. My stake clerk advised me to get a copy of the audit forms from lds.org and review it beforehand, but I can't figure out where they are. I remember seeing a form at one point but can't remember if it was in the training on lds.org or if I just came across one in the office somewhere. Brent Dunn >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest ________________________________________________________________________ Try Juno Platinum for Free! Then, only $9.95/month! Unlimited Internet Access with 1GB of Email Storage. Visit http://www.juno.com/value to sign up today! >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From larson at aznex.net Mon Aug 14 22:27:41 2006 From: larson at aznex.net (Reed) Date: Mon, 14 Aug 2006 23:27:41 -0400 Subject: LDSC: Preparing for my first financial audit? In-Reply-To: Message-ID: >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. It is always helpful to have a zero balance in the "OTHER" category when being audited. Some months ago I got our ward's OTHER balance to zero, which is where I keep it, with few and temporary exceptions. What has tripped us up in times past is missing receipts. The auditors will look for large expenditures and seem to like the fast offering category, which are the expenditures I have the hardest time getting receipts for. Someone is always coming in to see the Bishop at the last minute before their house is repossessed or their electricity is turned off. He sends them off with a check, they swear to return with a receipt, and often as not they don?t. I've started keeping a little list of "missing receipts" that I put on the top of my "signature" folder that I put in the Bishop's office for required signatures. That way, he sees who hasn't coughed up a receipt and can remind them when he sees them again. And yes, the payees for those types of expenditures seem repetitive. . . -----Original Message----- From: owner-ldsclerks at MormonsToday.com [mailto:owner-ldsclerks at MormonsToday.com] On Behalf Of Brent Dunn Sent: Sunday, August 13, 2006 4:19 PM To: ldsclerks at MormonsToday.com Cc: Brent Dunn Subject: LDSC: Preparing for my first financial audit? I was recently (about a month ago) called as a financial clerk in our ward. Our previous financial clerk had moved about two months before and our ward clerk doesn't know a lot about the financial aspect of things, so most of my training has come from lds.org or just figuring things out as I go along. I was just informed that we have an audit coming up and was wondering if you all have any advice on preparing for the audit. I'm a little nervous about it because I still don't completely know what I'm doing and apparently on the last few audits we have not done as well as the Bishop would like. My stake clerk advised me to get a copy of the audit forms from lds.org and review it beforehand, but I can't figure out where they are. I remember seeing a form at one point but can't remember if it was in the training on lds.org or if I just came across one in the office somewhere. Brent Dunn -- No virus found in this outgoing message. Checked by AVG Free Edition. Version: 7.1.405 / Virus Database: 268.10.10/418 - Release Date: 8/14/2006 >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From jguest at brazoriainet.com Tue Aug 15 09:24:58 2006 From: jguest at brazoriainet.com (Jim Guest) Date: Tue, 15 Aug 2006 10:24:58 -0400 Subject: LDSC: Preparing for my first financial audit? References: Message-ID: <000701c6c076$9ba20b80$6400a8c0@JIMSCOMPUTER> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. ----- Original Message ----- From: "Reed" To: Cc: "Reed" Sent: Monday, August 14, 2006 10:27 PM Subject: RE: LDSC: Preparing for my first financial audit? > It is always helpful to have a zero balance in the "OTHER" category > when > being audited. Some months ago I got our ward's OTHER balance to > zero, > which is where I keep it, with few and temporary exceptions. ============================== To clarify, there is an "Other" category, and then there should be sub-categories under the "Other" category. There should be no funds in the "Other" category itself, but should be put in one of the "Other" sub-categories. Also, the total amount in the "Other" sub-categories in the computer (as of June 30) should be the same as the ending balance on your June statement for the "Other" column on the statement. The auditor will want to see your computer print out of the "Other" sub-categories, so you just as well print it ahead of time. I always put this printout, along with all the batch reports, monthly statements, and forms we use to request a check (including receipts) in a small cardboard box and put it in the filing cabinet. At the audit everything the auditor will need is in the box and I just hand him the box and let him pull out what he needs. Jim Guest >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From jlspa51 at earthlink.net Tue Aug 15 12:48:04 2006 From: jlspa51 at earthlink.net (Jack Smolevitz) Date: Tue, 15 Aug 2006 13:48:04 -0400 Subject: LDSC: Preparing for my first financial audit? References: <000701c6c076$9ba20b80$6400a8c0@JIMSCOMPUTER> Message-ID: <001c01c6c092$fd7e5130$1f549b04@deeoble> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. Someone mentioned on here not too long ago about getting the Financial Audit Form On Line. I haven't been able to find it there. Any ideas of where I can look? Thanx Bishop Smolevitz "Service is not something we endure on this earth so we can earn the right to live in the celestial kingdom. Service is the very fiber of which an exalted life in the celestial kingdom is made." ?Marion G. Romney, "The Celestial Nature of Self-Reliance," Ensign, June 1984, 3 >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From rpyne at kinfolk.org Tue Aug 15 13:16:52 2006 From: rpyne at kinfolk.org (Richard Pyne) Date: Tue, 15 Aug 2006 14:16:52 -0400 Subject: LDSC: Website for forms/docs In-Reply-To: <7378de6f0608141442x74cf4173n5be5ea1be3262a36@mail.gmail.com> Message-ID: <44E1BB34.22111.CFA34@localhost> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. Of course, if you take the policy statement to the letter, this email list violates the policy. --Richard On 14 Aug 2006 at 15:42, Alan Brown wrote: > > >From LDSClerks: Please see bottom of this message for > >subscription instructions and list URL. > > > On 8/14/06, Neeland, Steve wrote: > > > I'm asking for advice/clarification for something I was > thinking of > doing. Is it against church policy for me to throw > together a simple > one-page 'site' that other clerks in our > stake can use to get forms, > procedures, letter templates, and > other basic tools like that? > > > It sounds simple and helpful, but unfortunately it is against > Church policy. In a letter from the First Presidency dated 13 Dec > 2004, it states: > > ------------------- > The Church has established a number of global Web sites and > e-mail networks. There may also be be Church-sponsored country or > area Web sites, stake and ward Web sites on *lds.org*, and e-mail > services for priesthood leaders and missionaries. These Web sites > contain Church-approved content, meet the legal requirements of > copyrights and privacy, and can be recognized by the presence of > the Church logo. *No other sites are authorized*. > > This restriction includes but is not limited to temples, > missions, visitors' centers, auxiliaries, quorums, classes, Scout > units, and committees for special events. Any such Web sites or > e-mail groups should be discontinued immediately. --------------- > > If your stake has a web site on lds.org, you could post a News > and Information article with an attachment, but this is pretty > limited -- you can only post one attachment per article, and it > must be in .doc or .pdf format. It would also be available to all > stake members, not just the clerks. But that would be a > reasonable way to post a reimbursement form, along with policy > and instructions for using it. There may be other forms or > documents that could appropriately be put there as well. > > Alan Brown > Assistant Stake Clerk > Sandy Utah Crescent Stake > > > > >From ldsclerks: Please do not send copyrighted material to > >ldsclerks. > See list info at: http://www.MormonsToday.com/ldsclerks/ > > Send commands in the body of a message to > majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: > unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest > > >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From cwha at ldskc.org Tue Aug 15 15:31:55 2006 From: cwha at ldskc.org (Chuck Anderson) Date: Tue, 15 Aug 2006 16:31:55 -0400 Subject: LDSC: Preparing for my first financial audit? In-Reply-To: <001c01c6c092$fd7e5130$1f549b04@deeoble> Message-ID: >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. That's only been answered here two or three times...... again..... Go to www.lds.org (no need to sign in) Click on "Serving in the Church" (left side menu) Click on ""Melchizedek Priesthood" (top center) Click on "Record Keeping and Audit Training" (first item top center) Click on "The Stake Auditor" in the third group of lessons. WAIT 30 seconds for the introduction speech to finish and you can then click on the "U.S. and Canada" button at the bottom to display the PDF document -- then you can click on "File" and "Print", or you can click on "File" and "Save as" in the menu across the top of the Adobe Acrobat window that displays the form. You do NOT have to take the entire audio lesson to get the form - it is right up front and then you can close out of the lesson. Chuck Anderson cwha at ldskc.org On Aug 15, 2006, at 12:48 PM, Jack Smolevitz wrote: > > Someone mentioned on here not too long ago about getting the > Financial Audit > Form On Line. > I haven't been able to find it there. > Any ideas of where I can look? > Thanx > > Bishop Smolevitz > > "Service is not something we endure on this earth so we can earn > the right > to live in the celestial kingdom. Service is the very fiber of > which an > exalted life in the celestial kingdom is made." > > Marion G. Romney, "The Celestial Nature of Self-Reliance," Ensign, > June > 1984, 3 > > >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From russellhltn at gmail.com Tue Aug 15 15:35:06 2006 From: russellhltn at gmail.com (Russell Hltn) Date: Tue, 15 Aug 2006 16:35:06 -0400 Subject: LDSC: Website for forms/docs In-Reply-To: <44E1BB34.22111.CFA34@localhost> References: <7378de6f0608141442x74cf4173n5be5ea1be3262a36@mail.gmail.com> <44E1BB34.22111.CFA34@localhost> Message-ID: >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. >>> Of course, if you take the policy statement to the letter, this email list violates the policy. <<< Except we are not a unit of the church. We're a collection of members who share the same interest. That's different then a group of members who are a organizational unit of the church. Since I doubt if the forms change that often, I'd suggest burning the collection to CD and handing it out. That bypasses the concern over websites, security and publication to the world. And since I doubt if you have Internet access in a clerk's office, it would be a more useful form. >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From webmaster at byondf1.com Tue Aug 15 15:58:57 2006 From: webmaster at byondf1.com (Greg A. Anderson) Date: Tue, 15 Aug 2006 16:58:57 -0400 Subject: LDSC: Website for forms/docs In-Reply-To: Message-ID: <000701c6c0ad$a15d4f80$40002a0a@frp.com> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. What I did as Stake Clerk Technologies is bout several 4 packs of 32 MB USB flash drives and set up a folder structure for them to do backups on, I also created a folder called NewFiles that I use to put the new files they need into. They do their backups and once a month their exports and email them to me. I email them back with anything they may need from me and then they save the attachments to the flash drive and copy it to the church PC. It seems to work pretty well so far. Radio Shack had the drives for 29.99 for a 4 pack. We have 9 units including the stake clerks office. So I only needed 3 packs but got 4 so I would have spares. Better and more convient then 1.44 MB floppies. Greg A. Anderson ByondF1's Hi-Tech Superstore - http://byondf1.com - The LDS Banner Exchange - http://ldsbe.com LDSircNet - An On-line LDS Community - http://ldsirc.net -----Original Message----- From: owner-ldsclerks at MormonsToday.com [mailto:owner-ldsclerks at MormonsToday.com] On Behalf Of Russell Hltn Sent: Tuesday, August 15, 2006 1:35 PM To: ldsclerks at MormonsToday.com Cc: Russell Hltn Subject: Re: LDSC: Website for forms/docs >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. >>> Of course, if you take the policy statement to the letter, this email list violates the policy. <<< Except we are not a unit of the church. We're a collection of members who share the same interest. That's different then a group of members who are a organizational unit of the church. Since I doubt if the forms change that often, I'd suggest burning the collection to CD and handing it out. That bypasses the concern over websites, security and publication to the world. And since I doubt if you have Internet access in a clerk's office, it would be a more useful form. >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From Steve.Neeland at ingrambook.com Tue Aug 15 16:07:08 2006 From: Steve.Neeland at ingrambook.com (Neeland, Steve) Date: Tue, 15 Aug 2006 17:07:08 -0400 Subject: LDSC: Website for forms/docs Message-ID: <61F9465B7871FA4AAF36C89DCC2064B91432AAF4@IBC2K3EXCH.ingrambook.com> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. Stake Priesthood Leadership training is next week. I'll pursue the CD route. Thanks! Steve -----Original Message----- From: owner-ldsclerks at MormonsToday.com [mailto:owner-ldsclerks at MormonsToday.com] On Behalf Of Russell Hltn Sent: Tuesday, August 15, 2006 3:35 PM To: ldsclerks at MormonsToday.com Cc: Russell Hltn Subject: Re: LDSC: Website for forms/docs >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. >>> Of course, if you take the policy statement to the letter, this email list violates the policy. <<< Except we are not a unit of the church. We're a collection of members who share the same interest. That's different then a group of members who are a organizational unit of the church. Since I doubt if the forms change that often, I'd suggest burning the collection to CD and handing it out. That bypasses the concern over websites, security and publication to the world. And since I doubt if you have Internet access in a clerk's office, it would be a more useful form. >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From embunker817 at msn.com Tue Aug 15 16:22:42 2006 From: embunker817 at msn.com (Eric Bunker) Date: Tue, 15 Aug 2006 17:22:42 -0400 Subject: LDSC: Website for forms/docs References: <44E1BB34.22111.CFA34@localhost> Message-ID: >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. I don't agree that this site does. There is a ton of none-official sites out there that discuss all kinds of church topics along with sharing files about many church related activities including callings. I don't see where any of them offends the official policy as long as they don't profess to be an official ward, stake or church site, are not a vehicle to advertise ward or stake events or discuss ward or stake business, or contain membership and/or leadership lists including data bases for YM/YM awards. Though as useful as it could be, in regards to having a website for clerks for one specific stake I think could be technically out of policy in regards that it is in effect discussing and conducting official business for your stake via the web in an unprotected fashion. If the site was available to everybody, like this site, then it probably is not. Eric Clerk Queen Creek Arizona Stake ----- Original Message ----- From: Richard Pyne To: ldsclerks at MormonsToday.com Cc: Alan Brown ; Richard Pyne Sent: Tuesday, August 15, 2006 11:16 AM Subject: Re: LDSC: Website for forms/docs Of course, if you take the policy statement to the letter, this email list violates the policy. --Richard On 14 Aug 2006 at 15:42, Alan Brown wrote: > > > > On 8/14/06, Neeland, Steve > wrote: > > > I'm asking for advice/clarification for something I was > thinking of > doing. Is it against church policy for me to throw > together a simple > one-page 'site' that other clerks in our > stake can use to get forms, > procedures, letter templates, and > other basic tools like that? > > > It sounds simple and helpful, but unfortunately it is against > Church policy. In a letter from the First Presidency dated 13 Dec > 2004, it states: > > ------------------- > The Church has established a number of global Web sites and > e-mail networks. There may also be be Church-sponsored country or > area Web sites, stake and ward Web sites on *lds.org*, and e-mail > services for priesthood leaders and missionaries. These Web sites > contain Church-approved content, meet the legal requirements of > copyrights and privacy, and can be recognized by the presence of > the Church logo. *No other sites are authorized*. > > This restriction includes but is not limited to temples, > missions, visitors' centers, auxiliaries, quorums, classes, Scout > units, and committees for special events. Any such Web sites or > e-mail groups should be discontinued immediately. --------------- > > If your stake has a web site on lds.org, you could post a News > and Information article with an attachment, but this is pretty > limited -- you can only post one attachment per article, and it > must be in .doc or .pdf format. It would also be available to all > stake members, not just the clerks. But that would be a > reasonable way to post a reimbursement form, along with policy > and instructions for using it. There may be other forms or > documents that could appropriately be put there as well. > > Alan Brown > Assistant Stake Clerk > Sandy Utah Crescent Stake > > > >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From cicero3558 at yahoo.com Tue Aug 15 16:25:18 2006 From: cicero3558 at yahoo.com (Sean McMullin) Date: Tue, 15 Aug 2006 17:25:18 -0400 Subject: LDSC: Website for forms/docs In-Reply-To: <44E1BB34.22111.CFA34@localhost> References: <44E1BB34.22111.CFA34@localhost> Message-ID: <44E23BBE.8000101@yahoo.com> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. I think Richard has a good point. Though this letter states in no uncertain terms, "No other sites are authorised", this does not mean that no one can have a website that deals with church-related matters. We've made extensive use of "unauthorised" sites to deal with youth conference registration, information exchange for the scouting organisation, etc. I suppose it comes to a matter of interpretation, but to me the only thing this letter prohibits is using the church logo on such a site. Cheers, Sean Richard Pyne wrote: >>From LDSClerks: Please see bottom of this message for subscription instructions and list URL. > > Of course, if you take the policy statement to the letter, this > email list violates the policy. >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From russellhltn at gmail.com Tue Aug 15 17:18:46 2006 From: russellhltn at gmail.com (Russell Hltn) Date: Tue, 15 Aug 2006 18:18:46 -0400 Subject: LDSC: Website for forms/docs In-Reply-To: <44E23BBE.8000101@yahoo.com> References: <44E1BB34.22111.CFA34@localhost> <44E23BBE.8000101@yahoo.com> Message-ID: >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. >>> I suppose it comes to a matter of interpretation, but to me the only thing this letter prohibits is using the church logo on such a site. <<< No, it says that official websites can be recognized by the logo - all others are to be discontinued. What I read is prohibited is having any website or email list that "speaks for" any organization of the church. Member can have their own websites, but it can never "speak for" the leadership or any orginization in the church. So the example given of youth conference registration and scouting would be prohibited. Now, one interesting loophole in the official website is that if you have the URL of a news attachment, it works regardless of any login. I discovered that when I posted the PDF of the Singles conference to the stake website and then sent URL out as a broadcast. What I found is the link worked without logging in. (and if singles were to forward that email to other singles, I have no control over that ) >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From Chris.Padilla at Avnet.com Tue Aug 15 18:48:22 2006 From: Chris.Padilla at Avnet.com (Padilla, Chris) Date: Tue, 15 Aug 2006 19:48:22 -0400 Subject: LDSC: Preparing for my first financial audit? In-Reply-To: <001c01c6c092$fd7e5130$1f549b04@deeoble> Message-ID: >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. Here is the running list compiled: Audits 1. Monthly statements (Weight:85%) * reconcile your unit's monthly statements. * Finances | More * Reports/Reconcile | Reconcile 2. Other Category (Weight:5%) * Zero money in there or * Monies that are in there are accounted for. - ie. $2500. (400-Scout fundraiser, $100-scout badges, $2000-Girls camp) 3. Proper and acceptable documentation for all expenses (weight:10%) * receipts * Bishop authorization) * money to the bank to make deposits * How your Bishop handles welfare interviews and funds * Have the last audit available, etc. 4. Other Category (weight:5%) Also, the total amount in the "Other" sub-categories in the computer (as of June 30) should be the same as the ending balance on your June statement for the "Other" column on the statement. 5. What's your budget allocation? Is your unit within budget? 6. Learn the questions before hand. If you're able to learn what will be asked of you then you'll have the answers. The Form is here: http://www.lds.org/pa/e-learn/mp/auditor/data/resources/6a_P02USCAN.pdf or if you're outside the US & Canada here . Notes: The auditor/audit has more to do with the Bishop/President, not the clerk. You should talk to the Bishop about this and see if he has any suggestions. Don't get up tight and defensive. The Auditor will be following a checklist and may or may not know how MLS works. If they do, by all means, glean information from him. Training: System download: http://www.lds.org/bfs/RecordKeeping_Complete_000.zip Online version: http://www.lds.org/pa/display/0,17884,6074-1,00.html MLS Help file: Use the system help to learn as much as you can. This is where Church Headquarters would have you spend your time learning your calling. Headquarters Support: You can't expect to receive any general checklists or manuals from Headquarters yet. They've spent most of their time documenting in the MLS Help file. They will take your call for specific problems. Headquarters Support: You can't expect to receive any general checklists or manuals from Headquarters yet. They've spent most of their time documenting in the MLS Help file. They will take your call for specific problems. Area Trainer: The church has called area trainers. If your area trainer is close and able to assist use him. - Make sure you keep complete records for any checks written. Check requests should have all receipts, a check stub, and most important the proper authorization signatures on the request form. Keep them filed in order to speed up any audit research. - Keep all blank check stock, as well as the completed check documentation in an approved locked container. - Keep tithing batches separated well, in order and locked up also. Anything to speed them on their way is a good thing. - Make sure the Bishop/Branch-President has signed every check expense report sheet, even if they had nothing to do with approving the check expense. They must be aware of ALL expenses distributed. -----Original Message----- From: owner-ldsclerks at MormonsToday.com [mailto:owner-ldsclerks at MormonsToday.com] On Behalf Of Jack Smolevitz Sent: Tuesday, August 15, 2006 10:48 AM To: ldsclerks at MormonsToday.com Cc: Jack Smolevitz Subject: Re: LDSC: Preparing for my first financial audit? Someone mentioned on here not too long ago about getting the Financial Audit Form On Line. I haven't been able to find it there. Any ideas of where I can look? Thanx Bishop Smolevitz "Service is not something we endure on this earth so we can earn the right to live in the celestial kingdom. Service is the very fiber of which an exalted life in the celestial kingdom is made." -Marion G. Romney, "The Celestial Nature of Self-Reliance," Ensign, June 1984, 3 >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From cwha at ldskc.org Tue Aug 15 18:59:03 2006 From: cwha at ldskc.org (Chuck Anderson) Date: Tue, 15 Aug 2006 19:59:03 -0400 Subject: LDSC: Website for forms/docs In-Reply-To: <000701c6c0ad$a15d4f80$40002a0a@frp.com> References: <000701c6c0ad$a15d4f80$40002a0a@frp.com> Message-ID: <1511D03C-B8A8-46C4-8A47-052C4C10A3B1@ldskc.org> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. That's a good idea about using USB Drives, BUT you can buy them anywhere cheaper than at Radio Shack. I needed a 6' USB A to B cable, and Radio Shack wanted $25 - I went elsewhere and got the same cable for $5.00. Chuck Anderson cwha at ldskc.org On Aug 15, 2006, at 3:58 PM, Greg A. Anderson wrote: > > What I did as Stake Clerk Technologies is bout several 4 packs of > 32 MB USB > flash drives and set up a folder structure for them to do backups > on, I also > created a folder called NewFiles that I use to put the new files > they need > into. They do their backups and once a month their exports and > email them to > me. I email them back with anything they may need from me and then > they save > the attachments to the flash drive and copy it to the church PC. It > seems to > work pretty well so far. > > Radio Shack had the drives for 29.99 for a 4 pack. We have 9 units > including > the stake clerks office. So I only needed 3 packs but got 4 so I > would have > spares. Better and more convient then 1.44 MB floppies. > > Greg A. Anderson > ByondF1's Hi-Tech Superstore - http://byondf1.com > - > The LDS Banner Exchange - http://ldsbe.com > LDSircNet - An On-line LDS Community - http://ldsirc.net > > > > -----Original Message----- > From: owner-ldsclerks at MormonsToday.com > [mailto:owner-ldsclerks at MormonsToday.com] On Behalf Of Russell Hltn > Sent: Tuesday, August 15, 2006 1:35 PM > To: ldsclerks at MormonsToday.com > Cc: Russell Hltn > Subject: Re: LDSC: Website for forms/docs > >>>> Of course, if you take the policy statement to the letter, this > email list violates the policy. <<< > > Except we are not a unit of the church. We're a collection of members > who share the same interest. That's different then a group of members > who are a organizational unit of the church. > > Since I doubt if the forms change that often, I'd suggest burning the > collection to CD and handing it out. That bypasses the concern over > websites, security and publication to the world. And since I doubt if > you have Internet access in a clerk's office, it would be a more > useful form. > > >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From brentmdunn at gmail.com Tue Aug 15 19:57:21 2006 From: brentmdunn at gmail.com (Brent Dunn) Date: Tue, 15 Aug 2006 20:57:21 -0400 Subject: LDSC: Getting receipts for fast offering expenses (was "Re: Preparing for my first financial audit?") Message-ID: <2f3940740608151757k7d19256by55a1540ba7ed8d4f@mail.gmail.com> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. On 8/14/06, Reed wrote: > > > What has tripped us up in times past is missing receipts. The auditors > will > look for large expenditures and seem to like the fast offering category, > which are the expenditures I have the hardest time getting receipts for. > Someone is always coming in to see the Bishop at the last minute before > their house is repossessed or their electricity is turned off. He sends > them off with a check, they swear to return with a receipt, and often as > not > they don't. I've started keeping a little list of "missing receipts" that > I > put on the top of my "signature" folder that I put in the Bishop's office > for required signatures. That way, he sees who hasn't coughed up a > receipt > and can remind them when he sees them again. And yes, the payees for > those > types of expenditures seem repetitive. . . One of the first things our Bishop asked me to do when I was called was to create a generic form to give out as a receipt when we write checks to help out with rent. At the time there was a member waiting for one of these checks so I made the form very quickly and there isn't a lot to it. It just has a place for us to fill in the date, check#, the address or apt# we are making the payment for, and a place for the rental office/landlord to sign that they received the payment. We put this in a self-addressed stamped envelope and the Bishop gives it to the fast offering recipient with instructions to make sure the receipt is signed and given back to them when they make the payment, and then to put the receipt in the envelope and mail it. We have only used it a few times, but so far it has worked well for us. Brent Dunn >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From jeffp at jeffszone.com Tue Aug 15 23:36:20 2006 From: jeffp at jeffszone.com (Jeff Phillips) Date: Wed, 16 Aug 2006 00:36:20 -0400 Subject: LDSC: Website for forms/docs In-Reply-To: Message-ID: <44E2A0C4.8010602@jeffszone.com> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. Russell Hltn wrote: > > Now, one interesting loophole in the official website is that if you > have the URL of a news attachment, it works regardless of any login. > I discovered that when I posted the PDF of the Singles conference to > the stake website and then sent URL out as a broadcast. What I found > is the link worked without logging in. (and if singles were to > forward that email to other singles, I have no control over that > ) Thanks for the tip! That'll come in handy! -Jeff >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From Steve.Neeland at ingrambook.com Wed Aug 16 12:32:32 2006 From: Steve.Neeland at ingrambook.com (Neeland, Steve) Date: Wed, 16 Aug 2006 13:32:32 -0400 Subject: LDSC: Getting receipts for fast offering expenses (was "Re: Preparingfor my first financial audit?") Message-ID: <61F9465B7871FA4AAF36C89DCC2064B91432AB0C@IBC2K3EXCH.ingrambook.com> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. If the recipient of the payment is local (like an apartment complex) our Bishop (or his delegate - me) hand delivers the check to the payee. At that time we get a receipt. We have had a hard time getting receipts for past payments, so at the time of payment has seemed to work. If it is mailed, I will make a copy of whatever we were given that shows who the payee is, how much the payment is and what the purpose is. Steve -----Original Message----- From: owner-ldsclerks at MormonsToday.com [mailto:owner-ldsclerks at MormonsToday.com] On Behalf Of Brent Dunn Sent: Tuesday, August 15, 2006 7:57 PM To: ldsclerks at MormonsToday.com Cc: Brent Dunn Subject: LDSC: Getting receipts for fast offering expenses (was "Re: Preparingfor my first financial audit?") >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. On 8/14/06, Reed wrote: > > > What has tripped us up in times past is missing receipts. The auditors > will > look for large expenditures and seem to like the fast offering category, > which are the expenditures I have the hardest time getting receipts for. > Someone is always coming in to see the Bishop at the last minute before > their house is repossessed or their electricity is turned off. He sends > them off with a check, they swear to return with a receipt, and often as > not > they don't. I've started keeping a little list of "missing receipts" that > I > put on the top of my "signature" folder that I put in the Bishop's office > for required signatures. That way, he sees who hasn't coughed up a > receipt > and can remind them when he sees them again. And yes, the payees for > those > types of expenditures seem repetitive. . . One of the first things our Bishop asked me to do when I was called was to create a generic form to give out as a receipt when we write checks to help out with rent. At the time there was a member waiting for one of these checks so I made the form very quickly and there isn't a lot to it. It just has a place for us to fill in the date, check#, the address or apt# we are making the payment for, and a place for the rental office/landlord to sign that they received the payment. We put this in a self-addressed stamped envelope and the Bishop gives it to the fast offering recipient with instructions to make sure the receipt is signed and given back to them when they make the payment, and then to put the receipt in the envelope and mail it. We have only used it a few times, but so far it has worked well for us. Brent Dunn >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From Steve.Neeland at ingrambook.com Wed Aug 16 12:35:27 2006 From: Steve.Neeland at ingrambook.com (Neeland, Steve) Date: Wed, 16 Aug 2006 13:35:27 -0400 Subject: LDSC: Preparing for my first financial audit? Message-ID: <61F9465B7871FA4AAF36C89DCC2064B91432AB0D@IBC2K3EXCH.ingrambook.com> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. Does the form change from audit to audit? Are the annual and semi-annual forms different?? -----Original Message----- From: owner-ldsclerks at MormonsToday.com [mailto:owner-ldsclerks at MormonsToday.com] On Behalf Of Padilla, Chris Sent: Tuesday, August 15, 2006 6:48 PM To: ldsclerks at MormonsToday.com Cc: Jack Smolevitz; Padilla, Chris Subject: RE: LDSC: Preparing for my first financial audit? >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. Here is the running list compiled: Audits 1. Monthly statements (Weight:85%) * reconcile your unit's monthly statements. * Finances | More * Reports/Reconcile | Reconcile 2. Other Category (Weight:5%) * Zero money in there or * Monies that are in there are accounted for. - ie. $2500. (400-Scout fundraiser, $100-scout badges, $2000-Girls camp) 3. Proper and acceptable documentation for all expenses (weight:10%) * receipts * Bishop authorization) * money to the bank to make deposits * How your Bishop handles welfare interviews and funds * Have the last audit available, etc. 4. Other Category (weight:5%) Also, the total amount in the "Other" sub-categories in the computer (as of June 30) should be the same as the ending balance on your June statement for the "Other" column on the statement. 5. What's your budget allocation? Is your unit within budget? 6. Learn the questions before hand. If you're able to learn what will be asked of you then you'll have the answers. The Form is here: http://www.lds.org/pa/e-learn/mp/auditor/data/resources/6a_P02USCAN.pdf or if you're outside the US & Canada here . Notes: The auditor/audit has more to do with the Bishop/President, not the clerk. You should talk to the Bishop about this and see if he has any suggestions. Don't get up tight and defensive. The Auditor will be following a checklist and may or may not know how MLS works. If they do, by all means, glean information from him. Training: System download: http://www.lds.org/bfs/RecordKeeping_Complete_000.zip Online version: http://www.lds.org/pa/display/0,17884,6074-1,00.html MLS Help file: Use the system help to learn as much as you can. This is where Church Headquarters would have you spend your time learning your calling. Headquarters Support: You can't expect to receive any general checklists or manuals from Headquarters yet. They've spent most of their time documenting in the MLS Help file. They will take your call for specific problems. Headquarters Support: You can't expect to receive any general checklists or manuals from Headquarters yet. They've spent most of their time documenting in the MLS Help file. They will take your call for specific problems. Area Trainer: The church has called area trainers. If your area trainer is close and able to assist use him. - Make sure you keep complete records for any checks written. Check requests should have all receipts, a check stub, and most important the proper authorization signatures on the request form. Keep them filed in order to speed up any audit research. - Keep all blank check stock, as well as the completed check documentation in an approved locked container. - Keep tithing batches separated well, in order and locked up also. Anything to speed them on their way is a good thing. - Make sure the Bishop/Branch-President has signed every check expense report sheet, even if they had nothing to do with approving the check expense. They must be aware of ALL expenses distributed. -----Original Message----- From: owner-ldsclerks at MormonsToday.com [mailto:owner-ldsclerks at MormonsToday.com] On Behalf Of Jack Smolevitz Sent: Tuesday, August 15, 2006 10:48 AM To: ldsclerks at MormonsToday.com Cc: Jack Smolevitz Subject: Re: LDSC: Preparing for my first financial audit? Someone mentioned on here not too long ago about getting the Financial Audit Form On Line. I haven't been able to find it there. Any ideas of where I can look? Thanx Bishop Smolevitz "Service is not something we endure on this earth so we can earn the right to live in the celestial kingdom. Service is the very fiber of which an exalted life in the celestial kingdom is made." -Marion G. Romney, "The Celestial Nature of Self-Reliance," Ensign, June 1984, 3 >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From russellhltn at gmail.com Wed Aug 16 12:52:00 2006 From: russellhltn at gmail.com (RussellHltn) Date: Wed, 16 Aug 2006 13:52:00 -0400 Subject: LDSC: Website for forms/docs In-Reply-To: <44E2A0C4.8010602@jeffszone.com> Message-ID: <000c01c6c15c$add865b0$6401a8c0@cciclass4> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. It even works if the news has expired. Still, I'm not sure how useful it will be. The URL is not anything that one could memorize or guess. If you can find the email to tell you where it is, you could have retrieved an attachment. It does come in handing for sending website broadcasts. -----Original Message----- From: owner-ldsclerks at MormonsToday.com [mailto:owner-ldsclerks at MormonsToday.com] On Behalf Of Jeff Phillips Sent: Tuesday, August 15, 2006 6:36 PM To: ldsclerks at MormonsToday.com Cc: Jeff Phillips Subject: Re: LDSC: Website for forms/docs >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. Russell Hltn wrote: > > Now, one interesting loophole in the official website is that if you > have the URL of a news attachment, it works regardless of any login. > I discovered that when I posted the PDF of the Singles conference to > the stake website and then sent URL out as a broadcast. What I found > is the link worked without logging in. (and if singles were to > forward that email to other singles, I have no control over that > ) Thanks for the tip! That'll come in handy! -Jeff >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From baclawskidad at centurytel.net Wed Aug 16 15:20:18 2006 From: baclawskidad at centurytel.net (Chuck Baclawski) Date: Wed, 16 Aug 2006 16:20:18 -0400 Subject: LDSC: Preparing for my first financial audit? References: Message-ID: <001801c6c171$6498d280$2f01a8c0@Herbie> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. The list looks good to me, with a couple of exceptions; First: The audit is probably 97% clerk and 3% bishop - not the other way around. While the auditor probably does not know MLS he does not have to, the audit checks for paper trails and proper authorizations. Second: I noticed that you specified a sub category in other for scout badges. This is not an appropriate or approved sub catergory. GHB specifies that badges are to be purchased from budget allocations, not other funds. Other funds for scouts should probably be limited to camp fees and equipment purchases (things that fund raisers are approved for). Chuck Arkansas ----- Original Message ----- From: "Padilla, Chris" To: Cc: "Jack Smolevitz" ; "Padilla, Chris" Sent: Tuesday, August 15, 2006 6:48 PM Subject: RE: LDSC: Preparing for my first financial audit? > >>From LDSClerks: Please see bottom of this message for subscription >>instructions and list URL. > > > Here is the running list compiled: > > > Audits > > > > 1. Monthly statements (Weight:85%) > > * reconcile your unit's monthly statements. > > * Finances | More > > * Reports/Reconcile | Reconcile > > 2. Other Category (Weight:5%) > > * Zero money in there or > > * Monies that are in there are accounted for. > > - ie. $2500. (400-Scout fundraiser, $100-scout badges, $2000-Girls > camp) > > 3. Proper and acceptable documentation for all expenses (weight:10%) > > * receipts > > * Bishop authorization) > > * money to the bank to make deposits > > * How your Bishop handles welfare interviews and funds > > * Have the last audit available, etc. > > 4. Other Category (weight:5%) Also, the total amount in the > "Other" sub-categories in the computer (as of June 30) should be the > same as the ending balance on your June statement for the "Other" column > on the statement. > > 5. What's your budget allocation? Is your unit within budget? > > 6. Learn the questions before hand. If you're able to learn what > will be asked of you then you'll have the answers. The Form is here: > http://www.lds.org/pa/e-learn/mp/auditor/data/resources/6a_P02USCAN.pdf > or if you're outside the US & Canada here > CAN.pdf> . > > > > Notes: > > The auditor/audit has more to do with the Bishop/President, not the > clerk. You should talk to the Bishop about this and see if he has any > suggestions. > > Don't get up tight and defensive. The Auditor will be following a > checklist and may or may not know how MLS works. If they do, by all > means, glean information from him. > > > > > > Training: > > System download: http://www.lds.org/bfs/RecordKeeping_Complete_000.zip > > Online version: http://www.lds.org/pa/display/0,17884,6074-1,00.html > > > > MLS Help file: Use the system help to learn as much as you can. This > is where Church Headquarters would have you spend your time learning > your calling. > > > > Headquarters Support: You can't expect to receive any general > checklists or manuals from Headquarters yet. They've spent most of > their time documenting in the MLS Help file. They will take your call > for specific problems. > > > > Headquarters Support: You can't expect to receive any general > checklists or manuals from Headquarters yet. They've spent most of > their time documenting in the MLS Help file. They will take your call > for specific problems. > > > > Area Trainer: The church has called area trainers. If your area > trainer is close and able to assist use him. > > > > > > - Make sure you keep complete records for any checks written. Check > requests should have all receipts, a check stub, and most important the > proper authorization signatures on the request form. Keep them filed in > order to speed up any audit research. > > > > - Keep all blank check stock, as well as the completed check > documentation in an approved locked container. > > > > - Keep tithing batches separated well, in order and locked up also. > > Anything to speed them on their way is a good thing. > > > > - Make sure the Bishop/Branch-President has signed every check expense > report sheet, even if they had nothing to do with approving the check > expense. They must be aware of ALL expenses distributed. > > > > -----Original Message----- > From: owner-ldsclerks at MormonsToday.com > [mailto:owner-ldsclerks at MormonsToday.com] On Behalf Of Jack Smolevitz > Sent: Tuesday, August 15, 2006 10:48 AM > To: ldsclerks at MormonsToday.com > Cc: Jack Smolevitz > Subject: Re: LDSC: Preparing for my first financial audit? > > > Someone mentioned on here not too long ago about getting the Financial > Audit Form On Line. > I haven't been able to find it there. > Any ideas of where I can look? > Thanx > > Bishop Smolevitz > > "Service is not something we endure on this earth so we can earn the > right to live in the celestial kingdom. Service is the very fiber of > which an exalted life in the celestial kingdom is made." > > -Marion G. Romney, "The Celestial Nature of Self-Reliance," Ensign, June > 1984, 3 > > > >>From ldsclerks: Please do not send copyrighted material to ldsclerks. > See list info at: http://www.MormonsToday.com/ldsclerks/ > > Send commands in the body of a message to majordomo at MormonsToday.com > To join: subscribe ldsclerks > To leave: unsubscribe ldsclerks > To join digest: subscribe ldsclerks-digest > > > > >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From baclawskidad at centurytel.net Wed Aug 16 15:23:45 2006 From: baclawskidad at centurytel.net (Chuck Baclawski) Date: Wed, 16 Aug 2006 16:23:45 -0400 Subject: LDSC: Preparing for my first financial audit? References: <61F9465B7871FA4AAF36C89DCC2064B91432AB0D@IBC2K3EXCH.ingrambook.com> Message-ID: <003b01c6c171$e00d96d0$2f01a8c0@Herbie> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. Yes, they are different. Chuck ----- Original Message ----- From: "Neeland, Steve" To: Cc: "Neeland, Steve" Sent: Wednesday, August 16, 2006 12:35 PM Subject: RE: LDSC: Preparing for my first financial audit? > >>From LDSClerks: Please see bottom of this message for subscription >>instructions and list URL. > > Does the form change from audit to audit? Are the annual and > semi-annual forms different?? > > > > > -----Original Message----- > From: owner-ldsclerks at MormonsToday.com > [mailto:owner-ldsclerks at MormonsToday.com] On Behalf Of Padilla, Chris > Sent: Tuesday, August 15, 2006 6:48 PM > To: ldsclerks at MormonsToday.com > Cc: Jack Smolevitz; Padilla, Chris > Subject: RE: LDSC: Preparing for my first financial audit? > > >>From LDSClerks: Please see bottom of this message for subscription > instructions and list URL. > > > Here is the running list compiled: > > > Audits > > > > 1. Monthly statements (Weight:85%) > > * reconcile your unit's monthly statements. > > * Finances | More > > * Reports/Reconcile | Reconcile > > 2. Other Category (Weight:5%) > > * Zero money in there or > > * Monies that are in there are accounted for. > > - ie. $2500. (400-Scout fundraiser, $100-scout badges, $2000-Girls > camp) > > 3. Proper and acceptable documentation for all expenses (weight:10%) > > * receipts > > * Bishop authorization) > > * money to the bank to make deposits > > * How your Bishop handles welfare interviews and funds > > * Have the last audit available, etc. > > 4. Other Category (weight:5%) Also, the total amount in the > "Other" sub-categories in the computer (as of June 30) should be the > same as the ending balance on your June statement for the "Other" column > on the statement. > > 5. What's your budget allocation? Is your unit within budget? > > 6. Learn the questions before hand. If you're able to learn what > will be asked of you then you'll have the answers. The Form is here: > http://www.lds.org/pa/e-learn/mp/auditor/data/resources/6a_P02USCAN.pdf > or if you're outside the US & Canada here > CAN.pdf> . > > > > Notes: > > The auditor/audit has more to do with the Bishop/President, not the > clerk. You should talk to the Bishop about this and see if he has any > suggestions. > > Don't get up tight and defensive. The Auditor will be following a > checklist and may or may not know how MLS works. If they do, by all > means, glean information from him. > > > > > > Training: > > System download: http://www.lds.org/bfs/RecordKeeping_Complete_000.zip > > Online version: http://www.lds.org/pa/display/0,17884,6074-1,00.html > > > > MLS Help file: Use the system help to learn as much as you can. This > is where Church Headquarters would have you spend your time learning > your calling. > > > > Headquarters Support: You can't expect to receive any general > checklists or manuals from Headquarters yet. They've spent most of > their time documenting in the MLS Help file. They will take your call > for specific problems. > > > > Headquarters Support: You can't expect to receive any general > checklists or manuals from Headquarters yet. They've spent most of > their time documenting in the MLS Help file. They will take your call > for specific problems. > > > > Area Trainer: The church has called area trainers. If your area > trainer is close and able to assist use him. > > > > > > - Make sure you keep complete records for any checks written. Check > requests should have all receipts, a check stub, and most important the > proper authorization signatures on the request form. Keep them filed in > order to speed up any audit research. > > > > - Keep all blank check stock, as well as the completed check > documentation in an approved locked container. > > > > - Keep tithing batches separated well, in order and locked up also. > > Anything to speed them on their way is a good thing. > > > > - Make sure the Bishop/Branch-President has signed every check expense > report sheet, even if they had nothing to do with approving the check > expense. They must be aware of ALL expenses distributed. > > > > -----Original Message----- > From: owner-ldsclerks at MormonsToday.com > [mailto:owner-ldsclerks at MormonsToday.com] On Behalf Of Jack Smolevitz > Sent: Tuesday, August 15, 2006 10:48 AM > To: ldsclerks at MormonsToday.com > Cc: Jack Smolevitz > Subject: Re: LDSC: Preparing for my first financial audit? > > > Someone mentioned on here not too long ago about getting the Financial > Audit Form On Line. > I haven't been able to find it there. > Any ideas of where I can look? > Thanx > > Bishop Smolevitz > > "Service is not something we endure on this earth so we can earn the > right to live in the celestial kingdom. Service is the very fiber of > which an exalted life in the celestial kingdom is made." > > -Marion G. Romney, "The Celestial Nature of Self-Reliance," Ensign, June > 1984, 3 > > > >>From ldsclerks: Please do not send copyrighted material to ldsclerks. > See list info at: http://www.MormonsToday.com/ldsclerks/ > > Send commands in the body of a message to majordomo at MormonsToday.com > To join: subscribe ldsclerks > To leave: unsubscribe ldsclerks > To join digest: subscribe ldsclerks-digest > > > >>From ldsclerks: Please do not send copyrighted material to ldsclerks. > See list info at: http://www.MormonsToday.com/ldsclerks/ > > Send commands in the body of a message to majordomo at MormonsToday.com > To join: subscribe ldsclerks > To leave: unsubscribe ldsclerks > To join digest: subscribe ldsclerks-digest > > > >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From don_fairchild at byu.edu Wed Aug 16 15:34:45 2006 From: don_fairchild at byu.edu (Don Fairchild) Date: Wed, 16 Aug 2006 16:34:45 -0400 Subject: LDSC: Getting receipts for fast offering expenses In-Reply-To: <61F9465B7871FA4AAF36C89DCC2064B91432AB0C@IBC2K3EXCH.ingrambook.com> Message-ID: >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. Because there are certain expenses such as rent, COBRA Insurance payments, and so on that are supposed to be paid each month with no invoice being issued, a copy of the notice/agreement should be kept by the ward to protect the bishop in case he is accused of receiving kickbacks by over-paying the amount due. Our stake auditors require that the wards have on file a copy of the rental/lease agreement or other document showing the monthly amount to be paid in addition to receipts for actual payments made. Don Fairchild Stake Financial Clerk Orem Utah Windsor Stake 801-420-0609 >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From embunker817 at msn.com Wed Aug 16 16:03:56 2006 From: embunker817 at msn.com (Eric Bunker) Date: Wed, 16 Aug 2006 17:03:56 -0400 Subject: LDSC: Getting receipts for fast offering expenses (was "Re: Preparingfor my first financial audit?") Message-ID: >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. The check has three parts, Just keep the top part. That is what it is for. Eric Clerk Queen Creek Arizona Stake ----- Original Message ----- From: Neeland, Steve To: ldsclerks at MormonsToday.com Cc: Neeland, Steve Sent: Wednesday, August 16, 2006 10:32 AM Subject: RE: LDSC: Getting receipts for fast offering expenses (was "Re: Preparingfor my first financial audit?") If the recipient of the payment is local (like an apartment complex) our Bishop (or his delegate - me) hand delivers the check to the payee. At that time we get a receipt. We have had a hard time getting receipts for past payments, so at the time of payment has seemed to work. If it is mailed, I will make a copy of whatever we were given that shows who the payee is, how much the payment is and what the purpose is. Steve -----Original Message----- From: owner-ldsclerks at MormonsToday.com [mailto:owner-ldsclerks at MormonsToday.com] On Behalf Of Brent Dunn Sent: Tuesday, August 15, 2006 7:57 PM To: ldsclerks at MormonsToday.com Cc: Brent Dunn Subject: LDSC: Getting receipts for fast offering expenses (was "Re: Preparingfor my first financial audit?") On 8/14/06, Reed > wrote: > > > What has tripped us up in times past is missing receipts. The auditors > will > look for large expenditures and seem to like the fast offering category, > which are the expenditures I have the hardest time getting receipts for. > Someone is always coming in to see the Bishop at the last minute before > their house is repossessed or their electricity is turned off. He sends > them off with a check, they swear to return with a receipt, and often as > not > they don't. I've started keeping a little list of "missing receipts" that > I > put on the top of my "signature" folder that I put in the Bishop's office > for required signatures. That way, he sees who hasn't coughed up a > receipt > and can remind them when he sees them again. And yes, the payees for > those > types of expenditures seem repetitive. . . One of the first things our Bishop asked me to do when I was called was to create a generic form to give out as a receipt when we write checks to help out with rent. At the time there was a member waiting for one of these checks so I made the form very quickly and there isn't a lot to it. It just has a place for us to fill in the date, check#, the address or apt# we are making the payment for, and a place for the rental office/landlord to sign that they received the payment. We put this in a self-addressed stamped envelope and the Bishop gives it to the fast offering recipient with instructions to make sure the receipt is signed and given back to them when they make the payment, and then to put the receipt in the envelope and mail it. We have only used it a few times, but so far it has worked well for us. Brent Dunn >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From njcant1 at gmail.com Thu Aug 17 10:40:58 2006 From: njcant1 at gmail.com (nmecantwin) Date: Thu, 17 Aug 2006 11:40:58 -0400 Subject: LDSC: Latest updates Message-ID: >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. So, I noticed in the "small" application update I received this past Sunday, that at least one function is fixed - the "Print copy for the Bishop" function is now working again. It hadn't worked in over a year. I would get the message box asking me this, but if I clicked "Yes" it only printed the one "Membership Clerk copy". Does anyone know what else would have been included in this update? Thanks! Nate Kearns, UT >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From jlspa51 at earthlink.net Thu Aug 17 14:40:32 2006 From: jlspa51 at earthlink.net (Jack Smolevitz) Date: Thu, 17 Aug 2006 15:40:32 -0400 Subject: LDSC: Latest updates Message-ID: <16481891.1155843632761.JavaMail.root@elwamui-mouette.atl.sa.earthlink.net> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. We've been printing the "Bishop Copy" for the past year, no problem. Bp S -----Original Message----- >From: nmecantwin >Sent: Aug 17, 2006 11:40 AM >To: ldsclerks at MormonsToday.com >Cc: nmecantwin >Subject: LDSC: Latest updates > > >>From LDSClerks: Please see bottom of this message for subscription instructions and list URL. > > >So, I noticed in the "small" application update I received this past >Sunday, that at least one function is fixed - the "Print copy for the >Bishop" function is now working again. It hadn't worked in over a >year. I would get the message box asking me this, but if I >clicked "Yes" it only printed the one "Membership Clerk copy". > >Does anyone know what else would have been included in this update? > >Thanks! > >Nate >Kearns, UT > > >>From ldsclerks: Please do not send copyrighted material to ldsclerks. >See list info at: http://www.MormonsToday.com/ldsclerks/ > >Send commands in the body of a message to majordomo at MormonsToday.com >To join: subscribe ldsclerks >To leave: unsubscribe ldsclerks >To join digest: subscribe ldsclerks-digest > >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From lross45 at yahoo.com Thu Aug 17 23:29:05 2006 From: lross45 at yahoo.com (Larry Ross) Date: Fri, 18 Aug 2006 00:29:05 -0400 Subject: LDSC: Latest updates Message-ID: <20060818042905.54680.qmail@web31908.mail.mud.yahoo.com> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. I have been having the same problem. I was told 2 updates ago it was fixed, happpy to hear it now is. Larry Jack Smolevitz wrote: We've been printing the "Bishop Copy" for the past year, no problem. Bp S -----Original Message----- >From: nmecantwin >Sent: Aug 17, 2006 11:40 AM >To: ldsclerks at MormonsToday.com >Cc: nmecantwin >Subject: LDSC: Latest updates > >So, I noticed in the "small" application update I received this past >Sunday, that at least one function is fixed - the "Print copy for the >Bishop" function is now working again. It hadn't worked in over a >year. I would get the message box asking me this, but if I >clicked "Yes" it only printed the one "Membership Clerk copy". > >Does anyone know what else would have been included in this update? > >Thanks! > >Nate >Kearns, UT "Our Constitution provides that no law shall forbid us from keeping and bearing arms because of the necessity for a militia. We have a militia of a sort, but our greatest strength lies in the fact that so many of our people not only possess weapons but also understand their use, and above all they are prepared to defend themselves against any sudden attack by an enemy. "You will remember that we won our freedom because we were armed. We were not a simple peasantry unused to weapons. The men who wrote our Constitution knew our people would be safe as long as they were armed." - Louis L?amour >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From jeffp at jeffszone.com Thu Aug 17 23:35:25 2006 From: jeffp at jeffszone.com (Jeff Phillips) Date: Fri, 18 Aug 2006 00:35:25 -0400 Subject: LDSC: Latest updates In-Reply-To: References: Message-ID: <44E5438D.9040405@jeffszone.com> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. nmecantwin wrote: > >So, I noticed in the "small" application update I received this past >Sunday, that at least one function is fixed - the "Print copy for the >Bishop" function is now working again. It hadn't worked in over a >year. I would get the message box asking me this, but if I >clicked "Yes" it only printed the one "Membership Clerk copy". > >Does anyone know what else would have been included in this update? > >Thanks! > >Nate >Kearns, UT > I never noticed. I always click "no" and merely give the clerk copy to the bishop. I mean seriously--I just read what it says. Why on earth would I need another copy of it?! When he's done with it, he sticks it back in my inbox and I file it away--often in the circular file. -Jeff >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From mhtippe5033 at msn.com Fri Aug 18 17:30:04 2006 From: mhtippe5033 at msn.com (Mark Tippetts) Date: Fri, 18 Aug 2006 18:30:04 -0400 Subject: LDSC: Getting receipts for fast offering expenses (was "Re:Preparingfor my first financial audit?") In-Reply-To: Message-ID: >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. Rule #1 welfare checks should not be made out to the member but to the service provider, e.g. landlord, mortgage bank, utilities company, etc. Rule #2 A copy of receipt or invoice is to be in file to document the issuance of the check. Just having the check stub in the file is not sufficient documentation. So said folks at SLC when we asked a few years ago. (one of the bishops got dinged on his audit and asked to check with SLC.) This as a rule isn't a problem. Utilities, city water/gaarbage, Mortgages, and others usually have a bill (invoice) that a person gets that tells them to pay the bill. A copy of that is sufficient. From our expenience the problem is rent payment because a landlord typically doesn't send a monthly bill or notice for payment. The only time you hear from them is if payment is missed then you get a nasty phone call or letter. After you send payment it would be a rare landlord that send back a receipt of payment. One of our bishops quite a few years ago started this practice. When he sends the landlord a check for payment for rent he includes a reciept with a self adresssed return envelope. All info in on the receipt and all the landlord (or his/her bookkeeper) has to do is sign the receipt and put it in the enclosed envelope and mail it. Over quite a few years the bishops who have followed this practice have gotten about a 99% return rate. Most landowners are pleased to get payment and happy to send the receipt back. It gets put in the appropriate place in the file and all are happy. >From: "Eric Bunker" >Reply-To: ldsclerks at MormonsToday.com >To: >CC: "Eric Bunker" >Subject: Re: LDSC: Getting receipts for fast offering expenses (was >"Re:Preparingfor my first financial audit?") >Date: Wed, 16 Aug 2006 14:03:56 -0700 > > > >From LDSClerks: Please see bottom of this message for subscription >instructions and list URL. > > >The check has three parts, Just keep the top part. That is what it is for. > >Eric > >Clerk >Queen Creek Arizona Stake > ----- Original Message ----- > From: Neeland, Steve > To: ldsclerks at MormonsToday.com > Cc: Neeland, Steve > Sent: Wednesday, August 16, 2006 10:32 AM > Subject: RE: LDSC: Getting receipts for fast offering expenses (was "Re: >Preparingfor my first financial audit?") > > > > If the recipient of the payment is local (like an apartment complex) our > Bishop (or his delegate - me) hand delivers the check to the payee. At > that time we get a receipt. We have had a hard time getting receipts > for past payments, so at the time of payment has seemed to work. If it > is mailed, I will make a copy of whatever we were given that shows who > the payee is, how much the payment is and what the purpose is. > > Steve > > > > -----Original Message----- > From: >owner-ldsclerks at MormonsToday.com > [mailto:owner-ldsclerks at MormonsToday.com] On Behalf Of Brent Dunn > Sent: Tuesday, August 15, 2006 7:57 PM > To: ldsclerks at MormonsToday.com > Cc: Brent Dunn > Subject: LDSC: Getting receipts for fast offering expenses (was "Re: > Preparingfor my first financial audit?") > > > On 8/14/06, Reed > wrote: > > > > > > What has tripped us up in times past is missing receipts. The > auditors > > will > > look for large expenditures and seem to like the fast offering > category, > > which are the expenditures I have the hardest time getting receipts > for. > > Someone is always coming in to see the Bishop at the last minute > before > > their house is repossessed or their electricity is turned off. He > sends > > them off with a check, they swear to return with a receipt, and often > as > > not > > they don't. I've started keeping a little list of "missing receipts" > that > > I > > put on the top of my "signature" folder that I put in the Bishop's > office > > for required signatures. That way, he sees who hasn't coughed up a > > receipt > > and can remind them when he sees them again. And yes, the payees for > > those > > types of expenditures seem repetitive. . . > > > One of the first things our Bishop asked me to do when I was called was > to > create a generic form to give out as a receipt when we write checks to > help > out with rent. At the time there was a member waiting for one of these > checks so I made the form very quickly and there isn't a lot to it. It > just > has a place for us to fill in the date, check#, the address or apt# we > are > making the payment for, and a place for the rental office/landlord to > sign > that they received the payment. > > We put this in a self-addressed stamped envelope and the Bishop gives it > to > the fast offering recipient with instructions to make sure the receipt > is > signed and given back to them when they make the payment, and then to > put > the receipt in the envelope and mail it. We have only used it a few > times, > but so far it has worked well for us. > > Brent Dunn > > > > > > >From ldsclerks: Please do not send copyrighted material to ldsclerks. >See list info at: http://www.MormonsToday.com/ldsclerks/ > >Send commands in the body of a message to majordomo at MormonsToday.com >To join: subscribe ldsclerks >To leave: unsubscribe ldsclerks >To join digest: subscribe ldsclerks-digest > >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From mhtippe5033 at msn.com Fri Aug 18 17:38:49 2006 From: mhtippe5033 at msn.com (Mark Tippetts) Date: Fri, 18 Aug 2006 18:38:49 -0400 Subject: LDSC: Getting receipts for fast offering expenses (was "Re: Preparingfor my first financial audit?") In-Reply-To: <2f3940740608151757k7d19256by55a1540ba7ed8d4f@mail.gmail.com> Message-ID: >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. one problem here. The instructions is not to give the check the the member but directly to the landlord, utility company, etc. Envelopes and stamps work great for this. >From: "Brent Dunn" >Reply-To: ldsclerks at MormonsToday.com >To: ldsclerks at MormonsToday.com >CC: "Brent Dunn" >Subject: LDSC: Getting receipts for fast offering expenses (was "Re: >Preparingfor my first financial audit?") >Date: Tue, 15 Aug 2006 17:57:21 -0700 > > >>From LDSClerks: Please see bottom of this message for subscription >>instructions and list URL. > > >On 8/14/06, Reed wrote: >> >> >>What has tripped us up in times past is missing receipts. The auditors >>will >>look for large expenditures and seem to like the fast offering category, >>which are the expenditures I have the hardest time getting receipts for. >>Someone is always coming in to see the Bishop at the last minute before >>their house is repossessed or their electricity is turned off. He sends >>them off with a check, they swear to return with a receipt, and often as >>not >>they don't. I've started keeping a little list of "missing receipts" that >>I >>put on the top of my "signature" folder that I put in the Bishop's office >>for required signatures. That way, he sees who hasn't coughed up a >>receipt >>and can remind them when he sees them again. And yes, the payees for >>those >>types of expenditures seem repetitive. . . > > >One of the first things our Bishop asked me to do when I was called was to >create a generic form to give out as a receipt when we write checks to help >out with rent. At the time there was a member waiting for one of these >checks so I made the form very quickly and there isn't a lot to it. It just >has a place for us to fill in the date, check#, the address or apt# we are >making the payment for, and a place for the rental office/landlord to sign >that they received the payment. > >We put this in a self-addressed stamped envelope and the Bishop gives it to >the fast offering recipient with instructions to make sure the receipt is >signed and given back to them when they make the payment, and then to put >the receipt in the envelope and mail it. We have only used it a few times, >but so far it has worked well for us. > >Brent Dunn > > > >>From ldsclerks: Please do not send copyrighted material to ldsclerks. >See list info at: http://www.MormonsToday.com/ldsclerks/ > >Send commands in the body of a message to majordomo at MormonsToday.com >To join: subscribe ldsclerks >To leave: unsubscribe ldsclerks >To join digest: subscribe ldsclerks-digest > >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From combblai at isu.edu Fri Aug 18 18:03:57 2006 From: combblai at isu.edu (Blair Combs) Date: Fri, 18 Aug 2006 19:03:57 -0400 Subject: LDSC: Welcome Letter to New Move-ins Message-ID: <44E6475D.2040106@isu.edu> >From LDSClerks: Please see bottom of this message for subscription instructions and list URL. Does anyone have an example Welcome Letter for new move ins they could provide, off-line? I am considering recommending this approach to my bishop, hoping he will accept this as an alternative to requiring that new members be in Sacrament meeting before he would consider presenting their names to the congregation. Attempting to contact and schedule new move-in attendance with the reading of names in Sacrament meeting quickly became overwhelming along with everything else. As a result, we have not been doing it. My hope is that he will accept this alternative with the welcome letter informing the new member(s) of the date when they will be presented with the option of calling and asking for a alternative date. I am planning on also adding a meeting schedule and leadership list. I'm considering sending an IOS for the HoH as well. Not sure of the implications or policy issues in this regard. We have a pretty good in/out-flux of members with over 100 apartments and trailers and it has been difficult keeping up with the work load related to new move-ins including: 1) confirming they are actually there, 2) verifying address/phone information, 3) creating fast offering envelope, 4) informing relevant organizations, 5) insuring HT and VT assignments, 6) contacting the previous bishop for any concerns, 7) other? In addition to the example Welcome letter, does anyone have some good ideas for streamlining this process. As the ward clerk I'm pretty busy already and my bishop has not been willing to call additional clerks to assist. Thanks in advance for any ideas...and the welcome letter template. Blair >From ldsclerks: Please do not send copyrighted material to ldsclerks. See list info at: http://www.MormonsToday.com/ldsclerks/ Send commands in the body of a message to majordomo at MormonsToday.com To join: subscribe ldsclerks To leave: unsubscribe ldsclerks To join digest: subscribe ldsclerks-digest From jeffp at jeffszone.com Fri Aug 18 23:51:04 2006 From: jeffp at jeffszone.com (Jeff Phillips) Date: Sat, 19 Aug 2006 00:51:04 -0400 Subject: LDSC: Getting receipts for fast offering expen