Search found 136 matches

by chriswoodut
Wed Apr 17, 2019 11:48 am
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 106
Views: 2895

Re: Electronic reimbursements

It looks to me that with the new electronic reimbursement option that receipts for expenses can be uploaded. We currently have a form that the payee will fill out and the bishop signs to approve the expense and we would then enter that data into MLS. For auditing purposes, does this mean our specif...
by chriswoodut
Mon Apr 15, 2019 5:05 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 106
Views: 2895

Re: Electronic reimbursements

I've created a flowchart of what process we are going to try using. Maybe this is helpful to others. It is based on feedback I received on this thread and our preferences for our ward based on our previous process. If you want to make a copy of this for your own editing enjoyment, I think you can do...
by chriswoodut
Sun Apr 14, 2019 6:45 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 106
Views: 2895

Re: Electronic reimbursements

I have seen clerks write reimbursement checks to their wives to circumvent rules governing writing checks to themselves. I believe the audit question now covers this -- asking about the entire household. The last audit we had specifically listed all the reimbursements to the bishop's name just beca...
by chriswoodut
Sun Apr 14, 2019 6:40 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 106
Views: 2895

Re: Electronic reimbursements

Is there a downside to this that I'm not seeing? I see a few issues: First, if this is electronic, how is the person going to show who they want reimbursed if there's no form? And is that person going to be "named" or will it be a generic "my wife/my husband" ? What are the risk...
by chriswoodut
Sun Apr 14, 2019 3:34 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 106
Views: 2895

Re: Electronic reimbursements

I noticed one person mention that they allow the payee to indicate the person to pay. I can foresee that one spouse may do donations and have the bank account setup on their LDS account. Then the second spouse has a reimbursement request and does not have a bank account setup. I'm wondering if I sho...
by chriswoodut
Sat Apr 13, 2019 8:42 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 106
Views: 2895

Re: Electronic reimbursements

I'm not the one you asked, however because I was given paper, I staple the previously scanned original paper receipts to a page printed from LCR showing the completed ACH report. I expect to keep doing this until our next audit. I expect to keep those receipts for the standard (USA) 3 Years plus cu...
by chriswoodut
Sat Apr 13, 2019 7:56 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 106
Views: 2895

Re: ACH "Issued" vs "Cleared"

PS: One hard copy thermal printed receipt I was given had some faded spots (finger print oil?). It took quite a bit of fiddling with scanner settings so that the faded digits could be seen in the scan. I eventually had to scan it as a photograph with far from normal brightness and contrast settings...
by chriswoodut
Sat Apr 13, 2019 7:14 am
Forum: Reports and Forms
Topic: Quarterly Report - Attendance for 2nd Hour?
Replies: 8
Views: 375

Re: Quarterly Report - Attendance for 2nd Hour?

From the quarterly report help For quorum, class, and Primary attendance, count each person who attended at least once during the last month of the quarter. Count only those who appear on the ward rolls, not visitors. T hose who are unable to attend priesthood or Sunday Relief Society meetings beca...
by chriswoodut
Fri Apr 12, 2019 8:16 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 106
Views: 2895

Re: Electronic reimbursements

It sounds like you do have a step in there to have the bishop approve it even if it is not pre-approved. That was my point. It wouldn't make sense to do it the other way because chasing pre-approvals is harder than just having the bishop approve everything before entering expenses. Yes, we have had...
by chriswoodut
Fri Apr 12, 2019 8:12 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 106
Views: 2895

Re: Electronic reimbursements

Fin Clerk here, Having tried 3 ACH reimbursements (scanned receipts & remote 2nd approver) I think I will suggest to the Bishopric our primary workflow. It should be that immediately before or after counting, with two authorized persons present and able to log into LCR that we get as much done ...

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