New assistant finance clerk

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
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New assistant finance clerk

Postby carlscpa » Tue Dec 04, 2018 12:07 pm

I am the finance clerk of a ward. We recently called an assistant finance clerk. After logging into MLS, he selects Assistant Finance and is allowed to log in. He recently counted ward donations with a member of the Bishopric, which the system allowed him to do. However, when he tried to complete the process and verify the correctness of the batch, he was unable to complete the task. Does anyone have a solution to this problem? We are planning to add his name to the signature card which may help solve the problem. Thank you for your help.

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Re: New assistant finance clerk

Postby russellhltn » Tue Dec 04, 2018 12:19 pm

Has his calling been recorded as a standard calling in LCR? Has MLS done a send/receive since it was recorded? Has his MLS login been matched to his membership record?

MLS has to have a login that grants "finance" rights, but it also must see that login matched to a membership record that holds the proper standard calling to do finance.
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Re: New assistant finance clerk

Postby eblood66 » Tue Dec 04, 2018 12:24 pm

What actual calling does have have? Unless he has the calling of Assistant Ward Clerk--Finance or the Assistant Ward Clerk then he can't verify a donation batch. If you created a custom calling then that won't provide any rights in LCR and it won't allow him to complete a donation batch. Really all finance clerks are assistants to the ward clerk just with a finance specialty. It sounds like you're trying to have an assistant to an assistant and the system doesn't support such a calling. But you can have two clerks with the Assistant Ward Clerk--Finance calling.

Now, if they do have the right calling and it still didn't work then maybe you didn't do a Send/Receive before doing the donation batch. MLS must first download the calling information before he will have rights.

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Re: New assistant finance clerk

Postby drepouille » Tue Dec 04, 2018 1:06 pm

We are strongly discouraged from using position names, such as "Assistant Finance", as MLS usernames. Callings change frequently, and MLS usernames must be linked to MRNs. If the MLS username "Assistant Finance" was linked to the MRN of the previous clerk, that account should be deleted/disabled, and a new MLS username should be created for the new clerk.
Dana Repouille, Plattsmouth, Nebraska

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