Search found 7 matches

by kenmcalister
Tue Apr 16, 2019 4:11 pm
Forum: Local Unit Finance
Topic: Why roll out a new system with no training
Replies: 20
Views: 1924

Re: Why roll out a new system with no training

I did my first EFT today and there were no notifications sent to any of the stake presidency nor clerk to approve the expense. We waited all day to see if it would come through and it did not. When there is a paper check written we will all get a notification that there is one pending a couple of da...
by kenmcalister
Tue Apr 16, 2019 6:00 am
Forum: Local Unit Finance
Topic: Why roll out a new system with no training
Replies: 20
Views: 1924

Re: Why roll out a new system with no training

We don't go to the effort to scan things unnecessarily. If the bishop hands us an invoice to be paid, we record the expense without attaching a receipt and file the paper. On the other hand, if I'm processing finances with the clerk and have a paper receipt for myself or my wife, I scan it so that ...
by kenmcalister
Mon Apr 15, 2019 10:45 am
Forum: Local Unit Finance
Topic: Why roll out a new system with no training
Replies: 20
Views: 1924

Re: Why roll out a new system with no training

My stake audit committee trains auditors on changes to audit procedures. And last year, we even held a special training for bishoprics and clerks to prepare for the upcoming audit cycle. Unfortunately, those who needed the training the most did not attend the training. Having said that, I will repe...
by kenmcalister
Mon Apr 15, 2019 10:38 am
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 122
Views: 13952

Re: Electronic reimbursements

We plan to keep a mix of paper and electronic. If we receive the paper receipts and issue a paper check, there will be a paper copy of everything for the auditor to review. If we receive all electronic, and issue an ACH reimbursement, there will be no paper copy of anything. If we scan paper receip...
by kenmcalister
Mon Apr 15, 2019 10:30 am
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 122
Views: 13952

Re: Electronic reimbursements

It sounds like you do have a step in there to have the bishop approve it even if it is not pre-approved. That was my point. It wouldn't make sense to do it the other way because chasing pre-approvals is harder than just having the bishop approve everything before entering expenses. Yes, we have had...
by kenmcalister
Mon Apr 15, 2019 10:10 am
Forum: Local Unit Finance
Topic: Why roll out a new system with no training
Replies: 20
Views: 1924

Re: Why roll out a new system with no training

Leaders in affected units were notified by email when the online reimbursement system was activated for their area. The application was rolled out over the course of several weeks and leaders in each area were notified as their area was activated. I got the email when Utah was activated. (I am curr...
by kenmcalister
Sun Apr 14, 2019 8:55 pm
Forum: Local Unit Finance
Topic: Why roll out a new system with no training
Replies: 20
Views: 1924

Why roll out a new system with no training

If anyone from the church headquarters reads these forums I have a question. And only please respond to the thread if you are from there. I am a stake financial clerk and have not gotten any prior information about the changes that have taken place in MLS and requiring a now electronic approval of w...

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