We recently changed the assignment of the Assistant Ward Clerk in charge of Membership to Finances and gave him Finance rights in MLS. He was able to enter donations in MLS, but was unable to sign-off on donations after he and a member of the bishopric had completed processing the donations.
Does anyone know why this is the case and what settings we need to change so that he can start processing donations?
Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
2 posts • Page 1 of 1
You need change his calling in LCR to 'Ward Assistant Clerk - Finance' (or alternatively add that calling if he is still going to help with membership). Then you have to do a send/receive in MLS so that it can receive a record of the calling. Only those with a calling of 'Ward Assistant Clerk - Finance', 'Ward Assistant Clerk' or 'Ward Clerk' can sign off on a donation batch.
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