Search found 144 matches

by chriswoodut
Thu May 16, 2019 4:27 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 119
Views: 5862

Re: Electronic reimbursements

How do you request a reimbursement? Last time I logged into my account I had a link to request it, but the link is no longer there. There is no request functionality. Clerks and the bishopric can enter already approved expenses for payment. your ward clerk can provide you the process for your ward.
by chriswoodut
Sun May 12, 2019 3:14 pm
Forum: Directory
Topic: Lock Household Visibility?
Replies: 3
Views: 62

Re: Lock Household Visibility?

You should be able to do it for your own household, so the function is there. But for some reason it's not available to callings like it used to be. It might be part of a bigger plan to put all clerk tools in LCR instead of having "clerk mode" in different apps. ⋅ Click on your ...
by chriswoodut
Sun May 12, 2019 2:00 pm
Forum: Directory
Topic: Lock Household Visibility?
Replies: 3
Views: 62

Re: Lock Household Visibility?

It was clear how to set the visibility for a household on the old directory. On the new directory, I can't find any way to change it. If it is already set, I can see that it is locked (as I'm a clerk). But, if I want to lock a household's visibility... there is no option I can see on the screen. An...
by chriswoodut
Sun May 12, 2019 1:59 pm
Forum: Directory
Topic: Beta Directory: Editing Permissions Missing
Replies: 10
Views: 639

Re: Beta Directory: Editing Permissions Missing

Will clerks still be able to edit the information for other households, or is that going way (specifically, I'm an assistant ward clerk)? If I remember correctly, the plan is for that to move into another application, which probably means LCR. You can also adjust privacy for them using LDS Tools. T...
by chriswoodut
Sun May 12, 2019 1:50 pm
Forum: Directory
Topic: New "directory".... a step back in usability
Replies: 7
Views: 236

Re: New "directory".... a step back in usability

It is harder to use. It is map centric instead of ward list centric. I can't find the lock visibility option either as a ward clerk. Grr....
by chriswoodut
Sun May 12, 2019 1:39 pm
Forum: Directory
Topic: Lock Household Visibility?
Replies: 3
Views: 62

Lock Household Visibility?

It was clear how to set the visibility for a household on the old directory. On the new directory, I can't find any way to change it. If it is already set, I can see that it is locked (as I'm a clerk). But, if I want to lock a household's visibility... there is no option I can see on the screen. Any...
by chriswoodut
Tue Apr 30, 2019 3:50 pm
Forum: Leader and Clerk Resources
Topic: "Send a Message" Function on LCR
Replies: 216
Views: 40450

Re: "Send a Message" Function on LCR

chrispremo wrote:Does the Ward Missionary Leader have permissions to send a message via Leaders and Clerk Resources?


https://lcr.lds.org/access-table?lang=eng

I think this chart indicates the ward mission leader does have access.
by chriswoodut
Thu Apr 25, 2019 11:40 am
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 119
Views: 5862

Re: Electronic reimbursements

I find myself wondering what issue would be in this situation. We cannot pay vendors via EFT/ACH so this would not be a welfare situation where someone was being threatened with eviction (for example). It is against policy to give the welfare reimbursement to the member to provide to the vendor so ...
by chriswoodut
Wed Apr 17, 2019 11:48 am
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 119
Views: 5862

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: 119
Views: 5862

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...

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