Search found 70 matches

by jpjones~ogr
Mon Aug 09, 2021 10:30 pm
Forum: Local Unit Finance
Topic: LCR Finance - Reconciliation Donation Online
Replies: 14
Views: 834

Re: LCR Finance - Reconciliation Donation Online

Processing unit donations via LCR will be nice because we're essentially back to using one interface again. I've been expecting this feature for a few years. We should be able to mothball MLS relatively soon after. Though Sunday server capacity has improved and stabilized significantly over years, I...
by jpjones~ogr
Mon Aug 02, 2021 1:39 pm
Forum: Local Unit Finance
Topic: LCR Finance - Reconciliation Donation Online
Replies: 14
Views: 834

Re: LCR Finance - Reconciliation Donation Online

When we tried we didn't have the instruction Larry saw yesterday. We thought LCR's method would be the same as MLS's, where both approvals are registered while one person is logged in. I'm hoping the revised process works reasonably well. Sunday server issues continue to slow us down, but haven't be...
by jpjones~ogr
Mon Aug 02, 2021 11:23 am
Forum: Local Unit Finance
Topic: LCR Finance - Reconciliation Donation Online
Replies: 14
Views: 834

Re: LCR Finance - Reconciliation Donation Online

A few weeks back we tried processing a batch of donations using LCR's interface. It failed miserably. Reading the "In-person donation entry in LCR" thread indicated that the LCR method wasn't quite ready for general use. Yesterday I helped submit donations, and noticed that our MLS softwar...
by jpjones~ogr
Tue Apr 13, 2021 8:26 am
Forum: Leader and Clerk Resources
Topic: Quarterly Report 1st Quarter 2021
Replies: 56
Views: 3121

Re: Quarterly Report 1st Quarter 2021

Our editing is limited to supporting data, i.e. class attendance, ministering interview logs, Sacrament attendance, .... I think quarterly report data is being developed as designed. However, it appears our EQ and RS attendance are a little overstated and our Primary attendance is a little understat...
by jpjones~ogr
Thu Apr 08, 2021 11:46 am
Forum: Leader and Clerk Resources
Topic: Quarterly Report 1st Quarter 2021
Replies: 56
Views: 3121

Re: Quarterly Report 1st Quarter 2021

Thanks to all who've contributed to this thread. I only started reviewing our ward's report today and your comments quickly answered a few questions.

Breaking in new resources can be interesting. Keep up the good work y'all.
by jpjones~ogr
Fri Feb 12, 2021 1:54 pm
Forum: Membership Help
Topic: Hiding Do Not Contacts
Replies: 6
Views: 950

Re: Hiding Do Not Contacts

I'm solving something else, but hopefully folks following this thread have figured out that the Church's Tools app' now allows clerks to help members with privacy settings. The website Ward Directory and Map only allows me to edit my personal and family privacy. I have to go to the Tools app' to edi...
by jpjones~ogr
Sun Jan 31, 2021 8:29 am
Forum: Reports and Forms
Topic: End of Year Tax Statements
Replies: 24
Views: 1391

Re: End of Year Tax Statements

Tax records for deceased members have been consistently distributed to wards I've served in. A relatively new condition that might affect distribution would be if the deceased member chose to receive statements via their Church web account instead of their unit printing them. Over the years I've dis...
by jpjones~ogr
Tue Jan 19, 2021 11:52 pm
Forum: Reports and Forms
Topic: End of Year Tax Statements
Replies: 24
Views: 1391

Re: End of Year Tax Statements

We've been encouraging members to make the switch regarding their statements, and a few have. Maybe more have during 2020. We'll include another note of encouragement with statements we mail this year. Our unit has a higher median age which can affect rate of change, though they were quick to adopt ...
by jpjones~ogr
Tue Jan 19, 2021 11:31 am
Forum: Reports and Forms
Topic: End of Year Tax Statements
Replies: 24
Views: 1391

Re: End of Year Tax Statements

This is mostly a commentary with some hope of value for newer clerks, or maybe finance system reviews. For 2018 and 2019 tax years my experience was that official tax statements were finally available on or after the last Sunday in January. If on the last Sunday it was after our meeting block. This ...
by jpjones~ogr
Tue Dec 22, 2020 11:13 am
Forum: Main Church Website
Topic: Online Store unit orders
Replies: 11
Views: 2916

Re: Online Store unit orders

If you are asking about the process, see my Jan. 2020 post. It's quite similar to major online vendors. I'm pretty sure options for payment are limited by Church calling. As a clerk I have the payment option to charge to our ward. For personal purchases I pay with my credit or debit card.

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