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by chriswoodut
Fri Apr 12, 2019 8:16 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 122
Views: 8626

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: 122
Views: 8626

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 ...
by chriswoodut
Fri Apr 12, 2019 8:01 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 122
Views: 8626

Re: Electronic reimbursements

So, most clerks guess that the approval happened? As I stated in this thread previously, I can't image clerks are going to extra steps to verify pre-approval. I don't second-guess the bishop because I don't have stewardship over him. My role as clerk is primarily ward leader training on the tools/h...
by chriswoodut
Fri Apr 12, 2019 7:41 pm
Forum: Reports and Forms
Topic: Quarterly Report - Attendance for 2nd Hour?
Replies: 8
Views: 732

Re: Quarterly Report - Attendance for 2nd Hour?

I may be wrong, but my guidance to my ward council is to count activity, rather than attendance. Given that we are to count those in stake callings or on full time missions as "attending" then actual physical presence in ward meetings is irrelevant. I'd be happy to do it that way if that'...
by chriswoodut
Fri Apr 12, 2019 2:22 pm
Forum: Reports and Forms
Topic: Quarterly Report - Attendance for 2nd Hour?
Replies: 8
Views: 732

Re: Quarterly Report - Attendance for 2nd Hour?

Up to this point, the quarterly report has requested the number of people who attended a priesthood and Relief Society/YW meeting during the last month of the quarter. Cany anyone confirm if, beginning with the 2019 Quarter 1 report, the language will remain the same (despite there now being only 2...
by chriswoodut
Tue Apr 09, 2019 9:08 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 122
Views: 8626

Re: Electronic reimbursements

In such a situation, has the bishop already approved the purchase before he sees the reimbursement request in LCR? From what another person said, the ACH goes out after the counselor reviews it and before the Bishop. If the bishop is following Handbook 1 (14.7.1, 2nd paragraph), he has already appr...
by chriswoodut
Tue Apr 09, 2019 7:36 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 122
Views: 8626

Re: Electronic reimbursements

This is 75% of what I would love to see. Thank you! However, I would love to see a workflow where the payee submits the request electronically with a digitized version of the receipts (like via LDS tools app using the phone camera). Then it would go to a clerk for review then the bishop and then pa...
by chriswoodut
Mon Apr 01, 2019 6:47 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 122
Views: 8626

Re: Electronic reimbursements

The option to do a reimbursement using EFT is available both through LCR (online) and MLS but the member's checking account number initially only showed up in MLS. This could just be because I need to do a send and receive changes to be able to process through MLS. I think Arkansas meant to type LC...
by chriswoodut
Mon Apr 01, 2019 6:45 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 122
Views: 8626

Re: Electronic reimbursements

This is 75% of what I would love to see. Thank you! However, I would love to see a workflow where the payee submits the request electronically with a digitized version of the receipts (like via LDS tools app using the phone camera). Then it would go to a clerk for review then the bishop and then pa...
by chriswoodut
Sun Mar 31, 2019 1:03 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 122
Views: 8626

Re: Electronic reimbursements

Today after doing 2 ACH reimbursements with paper receipts and then 2 other ACH reimbursements as scanned receipts, I think we're going to scan all docs and push everything through the scanned receipts process as much as possible. This allows us to not be tied to the PC in the clerk's office. Approv...

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