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by eblood66
Mon Nov 30, 2020 10:53 am
Forum: Local Unit Finance
Topic: Missionary Name is not showing up on donation slip
Replies: 5
Views: 105

Re: Missionary Name is not showing up on donation slip

The bishop of the original ward can initiate the transfer in the Missionary Recommendation system and then it must be accepted by the new bishop. It's a good idea for the bishops to talk so both are aware before this is done. The clerk should also determine when the change should be effective so tha...
by eblood66
Sun Nov 29, 2020 9:47 pm
Forum: Local Unit Finance
Topic: Online Expense Reimbursement Request Form
Replies: 16
Views: 1798

Re: Online Expense Reimbursement Request Form

His point was that if the sheet was separated from the receipts, then modification of an electronic file would be easier to accomplish and more difficult to detect than on a physical receipt. Putting the images together into a single document does not provide any additional protection. A PDF can be...
by eblood66
Sun Nov 29, 2020 8:10 pm
Forum: Local Unit Finance
Topic: Online Expense Reimbursement Request Form
Replies: 16
Views: 1798

Re: Online Expense Reimbursement Request Form

So were the auditors satisfied with that process? I am questioning the need for the request cover page if it all happens in LCR from beginning to end. Having the receipt as one document and the cover as another makes my bishop uncomfortable, so I spend a lot of time trying to combine the cover page...
by eblood66
Sun Nov 29, 2020 2:15 pm
Forum: Local Unit Finance
Topic: Donor Statement of Contributions has wrong mailing address
Replies: 1
Views: 48

Re: Donor Statement of Contributions has wrong mailing address

Go to their donor record in LCR (look under Finance > Participants) and check to make sure thy show up as a member. If not then use the Merge button to merge the non-member donor record into their membership record. If they show up as a member already then you'll probably have to contact the global ...
by eblood66
Sun Nov 29, 2020 2:10 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 154
Views: 23443

Re: Electronic reimbursements

I don't know of any official instructions. However, steps were posted by a fellow forum member here: https://tech.churchofjesuschrist.org/forum/viewtopic.php?f=46&t=34915&p=216815&hilit=reimbursement+request#p216693 Only organization presidency members (including secretaries) can submit ...
by eblood66
Thu Nov 26, 2020 1:40 pm
Forum: MLS Support, Help, and Feedback
Topic: Financial Clerk & MLS
Replies: 5
Views: 235

Re: Financial Clerk & MLS

In a word, no. But he is welcome to use the LCR website. Quite a few functions are available there, but I don't know as all of them are. Pretty much everything can be done on LCR from anywhere. There are really just two exceptions now: donation/deposit batches and printing checks. Donation batches ...
by eblood66
Wed Nov 25, 2020 1:32 pm
Forum: Church Account
Topic: 2FA for SMS (only) without removing phone number from Church account
Replies: 2
Views: 75

Re: 2FA for SMS (only) without removing phone number from Church account

I believe that the phone number on the Church account and the phone number on your membership record are two different things. The phone number on the Church Account is only used for account recovery and 2FA. The phone number on your membership record is what shows up on the church directory. The sa...
by eblood66
Sun Nov 22, 2020 6:33 pm
Forum: Local Unit Finance
Topic: Auxiliary Budget Rollover
Replies: 16
Views: 320

Re: Auxiliary Budget Rollover

In actual practice, my experience is that the bishopric and the ward council ignore the clerk's pleas for a decision, leaving the budget division up to the clerk the first time he logs in to MLS each January. I have to admit that has been my experience as well. General I (as clerk) have prepared th...
by eblood66
Sun Nov 22, 2020 6:30 pm
Forum: Local Unit Finance
Topic: Auxiliary Budget Rollover
Replies: 16
Views: 320

Re: Auxiliary Budget Rollover

The Local Unit Budget Instructions for Organization Leaders in the help center indicate that the bishop manages the budget but may assign a counselor to supervise the budget and a clerk to prepare and monitor it. In addition it states that the bishopric prepares the budget but should ask organizatio...
by eblood66
Wed Nov 18, 2020 9:24 pm
Forum: Local Unit Finance
Topic: Some members can enter expenses themselves?
Replies: 6
Views: 189

Re: Some members can enter expenses themselves?

jdlessley wrote:Edit: I forgot to mention these permissions are edited in the LCR > Finance > Budget > Manage Categories tab.

Good to know and thanks for the correction. I haven't had reason to edit any categories so I hadn't seen that.

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