Search found 20 matches

by murdock20m
Sat Jun 06, 2020 9:25 pm
Forum: Local Unit Finance
Topic: online payment request different amount than receipt amount
Replies: 1
Views: 115

online payment request different amount than receipt amount

Fin clerk here. A payment request has been submitted requesting a different amount then the receipt. $xx.05 requested vs $xx.03 on the receipt. I rejected it. And notified the submitter by email. The submitter seems to have misread the last cents digit. What is the work flow to correct this? Should ...
by murdock20m
Thu Feb 06, 2020 5:01 pm
Forum: Local Unit Finance
Topic: Payment Request menu in LCR Finance
Replies: 27
Views: 1353

Re: Payment Request menu in LCR Finance

Just today (6Feb2020) I noticed a new option on the LCR Financial Dashboard; "Payment Request" . In the help file it states that Leaders can now submit reimbursement requests https://www.churchofjesuschrist.org/help/support/payment-requests-instructions-for-organization-leaders?lang=eng An...
by murdock20m
Fri Jan 17, 2020 8:16 pm
Forum: Clerk Computers
Topic: Windows 7 Support Discontinued for Clerk Computers
Replies: 8
Views: 816

Re: Windows 7 Support Discontinued for Clerk Computers

It made me wonder if;

New standard = Thin Client,

and / or = Linux Terminal Server Project (LTSP)


Existing computers can be converted to Thin Clients. ...
by murdock20m
Mon Oct 14, 2019 1:09 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 149
Views: 19626

Re: Electronic reimbursements

Acceptable file formats for scanned receipts in LCR? A well experienced with electronic reimbursements Fin clerk here; Moments ago, when entering an electronic reimbursement, I tried attaching .PDF files of receipts and email exchanges. When I reviewed them they displayed as blank. I then tried uplo...
by murdock20m
Sat Aug 10, 2019 3:55 pm
Forum: Local Unit Finance
Topic: Payment Timing for ACH Expense Reimbursement
Replies: 17
Views: 1552

Re: Payment Timing for ACH Expense Reimbursement

I too have noticed more than one completed ACH reimbursement (member received funds) that subsequently show up on the following months UFS as an "Outstanding Reconciliation item".

Sincerely
a Ward Financial clerk
by murdock20m
Mon Apr 15, 2019 9:12 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 149
Views: 19626

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. Awsome, Thanks so much. As a financial clerk everyone else has been asking me about ...
by murdock20m
Sat Apr 13, 2019 8:59 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 149
Views: 19626

Re: Electronic reimbursements

...maybe I do keep them around.... Mm... I'll have to decide when I start to get a feel for the workflow. My records retention is not set in stone. To a more reasonable mind, it does seem that once receipts I have scanned are uploaded the hard copy can be shredded. Some time ago I read here that th...
by murdock20m
Sat Apr 13, 2019 8:31 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 149
Views: 19626

Re: Electronic reimbursements

I'm not the one you asked, however because I was given paper, I staple the previously scanned original paper receipts to a page printed from LCR showing the completed ACH report. I expect to keep doing this until our next audit. I expect to keep those receipts for the standard (USA) 3 Years plus cur...
by murdock20m
Sat Apr 13, 2019 1:21 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 149
Views: 19626

Re: ACH "Issued" vs "Cleared"

... it appears an email comes out weekly to all the bishopric members if reimbursements are still awaiting the bishop's final review. Yes, I can confirm this. I (fin clerk) entered another ACH payment w/scanned receipts last Saturday. The first counselor did the 2nd approval on-line. Friday we rece...
by murdock20m
Wed Apr 10, 2019 3:52 pm
Forum: Local Unit Finance
Topic: Purging an Expense in LCR
Replies: 6
Views: 769

Re: Purging an Expense in LCR

Transfer Possibly related? I entered a transfer upon 'standing orders' from the Bishop (for missionary support). Then ended up needing to "rejecting" my newly entered transfer. It still sat in the queue for the 2nd approval. A couple of days later I noticed the tiny trash can to the right ...

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