Search found 186 matches

by cchang
Tue Apr 14, 2020 9:10 am
Forum: Local Unit Finance
Topic: New Payment Request and Bishop's approval
Replies: 5
Views: 392

Re: New Payment Request and Bishop's approval

Has anyone done a new payment request in LCR. What happens once a member makes a request? How is the Bishop's approval done? Our auditors check that each expense has an approval from the Bishop. Where are you seeing this new option for “new payment request” that any members can submit their own exp...
by cchang
Tue Feb 04, 2020 7:35 am
Forum: Local Unit Finance
Topic: ACH - List of members
Replies: 1
Views: 150

ACH - List of members

Is there a list of all the members that have signed up for ACH direct deposit for their reimbursement expenses? It's time consuming to always have to check each time by selecting ACH to see if that person has set up ACH option. We are moving towards having our members sign up for ACH if possible to ...
by cchang
Mon Feb 03, 2020 6:33 pm
Forum: Local Unit Finance
Topic: 2020 Budget rollover balance
Replies: 19
Views: 565

Re: 2020 Budget rollover balance

Found out I needed to assign allocated budgets to each category in mls before it shows up in LCR.
by cchang
Mon Feb 03, 2020 6:30 pm
Forum: Membership Help
Topic: Membership Records - Contact update process
Replies: 8
Views: 496

Re: Membership Records - Contact update process

It is encouraged to have members review their membership records during Tithing Settlement. It would seem to me that would be the ideal time to have them review contact information. Not all members do their tithing settlements so it’s difficult to during this time. We encourage them but still get l...
by cchang
Mon Feb 03, 2020 10:17 am
Forum: Membership Help
Topic: Membership Records - Contact update process
Replies: 8
Views: 496

Membership Records - Contact update process

I've been seeing more member records that do not have current contact information such as email or cell phone numbers, etc. What have others done annually or audit process to make sure all member records have their current contact information updated? Do you update on an as needed basis as members c...
by cchang
Wed Jan 29, 2020 10:31 am
Forum: Local Unit Finance
Topic: Cancel or void ACH after cleared (already deposited to bank)
Replies: 4
Views: 209

Re: Cancel or void ACH after cleared (already deposited to bank)

the adjustment only allows you to change categories, the dollar amount must stay the same there is no way to void an expense that has cleared What is the process to "void" or return a check that already has been cashed or cleared? If the member accidentally cashed a check and would like t...
by cchang
Tue Jan 28, 2020 8:36 pm
Forum: General Clerk Discussions
Topic: Signature Cards - Online
Replies: 6
Views: 398

Re: Signature Cards - Online

I always thought the signature cards were something the banks reconciled against when verifying the signatures on the checks against. I'm sure that's true. But I'm also sure they'd rather pull up a scanned image rather then go hunt it down in a file cabinet. I don't see how uploading the image is a...
by cchang
Tue Jan 28, 2020 7:22 pm
Forum: General Clerk Discussions
Topic: Signature Cards - Online
Replies: 6
Views: 398

Signature Cards - Online

I checked on LCR and it seems like we are no longer required to mail in the signature cards anymore and we can simply upload them on LCR. Is this correct? I always thought the signature cards were something the banks reconciled against when verifying the signatures on the checks against.
by cchang
Sat Jan 25, 2020 7:58 pm
Forum: General Clerk Discussions
Topic: Ward Calendar and organizations
Replies: 22
Views: 645

Re: Ward Calendar and organizations

So you may find some church events have been placed directly on the building calendar, where they won't sync to anywhere else. That's not a bug, that's a misuse of the system. So are you saying when we create a Branch calendar event for the elders Quorom, we select the organization Elders Quorom an...
by cchang
Sat Jan 25, 2020 7:06 pm
Forum: General Clerk Discussions
Topic: Ward Calendar and organizations
Replies: 22
Views: 645

Re: Ward Calendar and organizations

In the Member Tools Calendar screen, you can pull down on the screen to cause an update. The little circle will spin, and soon you will have the updates. This assumes you are connected to the Internet, and that you have selected the calendars you wish to view. This also assumes you are using Androi...

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