direct deposit reimbursment
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- New Member
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direct deposit reimbursment
Is there or will there be a way when a patron submits for reimbursement, if we as finance clerks with approval from the bishop be able to? (rather than print a check) directly deposit or transfer money from our ward budget to a patron account?
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- Community Administrator
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Re: direct deposit reimbursment
It's being rolled to to the US right now. However, the member may have to have an LDS account and have set up their account for reimbursement. I'm not sure if the clerk can enter that info.
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- Community Moderators
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Re: direct deposit reimbursment
The member has to go into the Donations site under Settings, add the account, and authorize its use for reimbursements. I was able to select one of the accounts I use for donations, but I still had to specifically authorize it again. I could also have entered a new or different account.russellhltn wrote:. . . the member may have to have an LDS account and have set up their account for reimbursement.
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- Senior Member
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Re: direct deposit reimbursment
No, clerks cannot enter the bank information. It has to be done by the member (but as lajackson said, it's only a few clicks if the member wants to use the same account they use for online donations).russellhltn wrote:I'm not sure if the clerk can enter that info.
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Re: direct deposit reimbursment
Which of course means that the member has to be using an account with the correct MRN associated with it.eblood66 wrote:No, clerks cannot enter the bank information. It has to be done by the member
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Re: direct deposit reimbursment
So let’s say the member has it all setup how do we as finance clerks do the reimbursement to their accounts , (what is the step by step process)?
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- Church Employee
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Re: direct deposit reimbursment
Process the expense through LCR Finance and make sure you have selected "US ACH" as the payment method.mccalj1 wrote:So let’s say the member has it all setup how do we as finance clerks do the reimbursement to their accounts , (what is the step by step process)?
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- Senior Member
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Re: direct deposit reimbursment
The steps are laid out in the Help Center: https://www.lds.org/help/support/record ... s?lang=eng
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Re: direct deposit reimbursment
Thank you!