Payment Request menu in LCR Finance

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Payment Request menu in LCR Finance

Postby skiddlyarcus » Fri Nov 22, 2019 6:01 am

Anybody have access to this "payment request" menu?
looks like it may be moving online ... there's a help page for it but the menu doesn't show up for me. ... s?lang=eng

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Re: Reimbursement Form/Payment Request Form

Postby eblood66 » Fri Nov 22, 2019 7:55 am

skiddlyarcus wrote:Anybody have access to this "payment request" menu?
looks like it may be moving online ... there's a help page for it but the menu doesn't show up for me. ... s?lang=eng

That's very interesting. There is probably a beta program which has it enabled. No way to tell when it might go into wide release. Could be very soon, could be months based on previous betas.

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Re: Payment Request menu in LCR Finance

Postby jdlessley » Fri Nov 22, 2019 11:50 am

Moderator Note: This thread split from another thread since the topics are different.
JD Lessley
Have you tried finding your answer on the Help Center?

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Re: Payment Request menu in LCR Finance

Postby davesudweeks » Fri Nov 22, 2019 11:57 am

Part of me thinks this would be cool. Part of me dreads it. I already struggle with poor quality images and missing information sent from members and leaders for reimbursements. It will only be harder once they submit on their own and the clerk has to go back to them and ask them to resubmit a better pic that is actually legible... Hopefully the church will implement a feature that will allow the member to correct the submission after they submit or it may end up increasing the workload instead of reducing it as designed.

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Re: Payment Request menu in LCR Finance

Postby chrissb » Sat Nov 23, 2019 7:32 pm

We have created a reimbursement request form on our ward website (custom WordPress website - outside of the LDS website). It's working pretty well so far. A member can submit a request by filling in the form which includes fields like name, email, purpose of expenditure, organization, up to 5 receipts (required uploads) each with a description and an amount (automatically tallied). Upon submission, the organization president and the submitter (and clerk) receive the notification of the submission. The organization president needs to visit their review list that shows all of their organization's requests (each organization leader has their own list). They can edit them (login required) and check the organization approved checkbox. The Bishop is then notified that requests need to be approved. He visits his own review list and edits each of the requests by checking the Bishop approval checkbox. Once the organization pres. and the Bishop have both approved the reimbursement, the Financial Clerk is notified. He can then visit his list and see all of the requests that have been approved. He can then make the reimbursement and then edit each request and set his checkbox (completed). The original submitter is notified that the reimbursement has been completed. Each of these users' review pages only show the requests that they have to work on. The clerks and Bishop are able to see a different, more complete list of the full history list, as well as being able to see the back-end / admin of the submitted forms.

I'm betting that the Church will do this someday. We decided to get it done now. It sure beats using emails. It's also nice not to worry about losing receipts and tracking down organization presidents and Bishop. We're still working some of the bugs out but so far, everyone is working with it.

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