Can Ward Clerk authorize a donation batch?

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
Posts: 159
Joined: Wed Jun 09, 2010 9:39 pm
Location: Boise, Idaho, USA

Can Ward Clerk authorize a donation batch?

Postby idjeeper2 » Wed Oct 16, 2013 7:00 pm

This past Sunday, we processed a small batch of donations. When it came time to authorize the batch, I entered my user name and password, and the bishopric counselor entered his. We got an error that said it had to be authorized by a clerk and a member of the bishopric. Tried several times and kept getting the error. Since I am an administrator, we went in and checked to see if the privileges were set correctly; no problem there. Checked the callings report, I'm in there as Ward Clerk. I have no problem getting into all of the Clerk functions at I was the logged-in user so I know I can get to the finance functions. We finally had to call one of the finance clerks to come back and authorize the batch.

So is this a glitch in our system or is batch authorization limited only to finance clerks?

Senior Member
Posts: 1221
Joined: Thu Dec 08, 2011 10:42 am
Location: Emmett, Idaho

Re: Can Ward Clerk authorize a donation batch?

Postby Gary_Miller » Wed Oct 16, 2013 7:52 pm

Two possibilities that I can think of that would cause this.

1. You are not in a Standard Calling as the Ward Clerk.
2. You are in the system as Assistant Ward Clerk - Membership.

Since you state that you can get into all the clerk functions I'm assuming you mean Clerk Resources. If this is the case then I would have to lean towards possibility number 2, since if you were in a custom calling of Ward Clerk you would not be able to get into Clerk Resources.

Return to “Local Unit Finance”

Who is online

Users browsing this forum: No registered users and 1 guest