Finance Release Notes -

Discussions about the Leader and Clerk Resources on lds.org.
belomorgan
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Finance Release Notes -

Postby belomorgan » Fri Feb 05, 2016 5:14 pm

In the Leader and Clerk Resources (LCR) Release Notes, it states the below information in regards to there being "financial features" and a "new Finance link". I am not seeing this anywhere in LCR at this point. Anyone else have access to a Financial link?

From the Release Notes (https://www.lds.org/help/support/clerk- ... s?lang=eng)
Release 3.1.1
Date Released: January 29, 2016

New or Enhanced Functionality
Finance Related
The following finance features, which can be accessed by clicking the new Finance link, are now available to unit leaders:

Donations by date, batch, source, category, and amount
Expenses by date, reference number, category, payee, purpose, status, and amount
Transfers to and from your unit
Reports, including action items, budget reports, donations, and financial statements[/list]

russellhltn
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Re: Finance Release Notes -

Postby russellhltn » Fri Feb 05, 2016 6:03 pm

What is your calling? I'd expect this to be available to Ward Clerks and probably Bishops. I'm not sure if Finance clerks have been set up yet, but I'd expect it to come. I'm not sure as others would have access.
Have you searched the Wiki?
Try using a Google search by adding "site:tech.lds.org/wiki" to the search criteria.

belomorgan
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Re: Finance Release Notes -

Postby belomorgan » Fri Feb 05, 2016 6:10 pm

I am the Ward Clerk in my ward. We are even a Beta testing unit so I was surprise when this was on the release notes but we had not seen it yet on our end. We are on 3.1.2 in the Beta Program......

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sbradshaw
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Re: Finance Release Notes -

Postby sbradshaw » Fri Feb 05, 2016 10:11 pm

I'm also on the beta and haven't seen it yet – though it was mentioned by someone who saw it on this thread:
https://tech.lds.org/forum/viewtopic.php?f=46&t=23877

I'm a stake assistant clerk so I wasn't sure if I would be able to see anything, but since you are on the beta and are a ward clerk and still can't see it, I'm guessing it must have been pulled last-minute for further development. Either that, or there are separate beta groups that are trying different functionality... Or, maybe "unit leaders" is a narrow definition that doesn't include the clerks?
Samuel Bradshaw • Interested in church apps and sites, creative recordkeeping, clerk support, YSA wards and stakes, LDS music, Vineyard at BYU, and online service.

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sbradshaw
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Re: Finance Release Notes -

Postby sbradshaw » Fri Feb 05, 2016 10:16 pm

Also, if any Leader and Clerk Resources developers are reading this forum, they might want to update the release notes to make it clear that what's available is only view-only reports... unless it's not just view-only – that would be too good to be true!
Samuel Bradshaw • Interested in church apps and sites, creative recordkeeping, clerk support, YSA wards and stakes, LDS music, Vineyard at BYU, and online service.

scgallafent
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Re: Finance Release Notes -

Postby scgallafent » Mon Feb 08, 2016 9:05 am

The finance beta is running independently of the membership beta. The finance link appears as soon as your unit is added to that beta. If you don't see it yet, your unit has not been added to that beta.

@sbradshaw, they're just reports.


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