Search found 318 matches

by allenjpl
Mon Aug 31, 2020 4:35 pm
Forum: Local Unit Finance
Topic: Escheated Checks
Replies: 1
Views: 148

Escheated Checks

Despite efforts to communicate with a ward member, we had a check escheated. In the notice, it says that the check remains a liability until it is properly researched and cleared. At this point, my understanding is that there's not anything more that I can do. I can't void the check. If the member h...
by allenjpl
Mon Jul 13, 2020 9:29 am
Forum: Local Unit Finance
Topic: Auditor's records
Replies: 3
Views: 173

Auditor's records

We had an interesting situation come up yesterday in our audit. Back in May, we made a donation batch. A few days later, one of the checks in that batch was returned. On our Unit Financial Statement for May, it reflects the donation batch amount, and there is a separate line entry for an adjustment ...
by allenjpl
Mon Jul 13, 2020 9:18 am
Forum: Local Unit Finance
Topic: Auditor wants all past documents scanned in...Help
Replies: 7
Views: 579

Re: Auditor wants all past documents scanned in...Help

Auditor wants all past documents scanned in...Help I have tried several times to figure out how to scan a receipt into the system after the fact. That is to say after the process has been completed and the reimbursement made. It seems though that once the process is complete nothing can be changed....
by allenjpl
Sun May 24, 2020 1:31 pm
Forum: Local Unit Finance
Topic: Change to missionary payment withdrawal date
Replies: 3
Views: 311

Re: Change to missionary payment withdrawal date

Any suggestions on how to handle a missionary support transfer? That is, if we send an MLS message and make the transfer effective May 20th, come the first week of June, does our ward's Ward Missionary fund get hit or does the new ward's?
by allenjpl
Sat Apr 25, 2020 7:47 pm
Forum: General Clerk Discussions
Topic: Remote Temple Recommend Interviews
Replies: 2
Views: 280

Remote Temple Recommend Interviews

The April 16 Commmunication mentions that interviews can be done remotely, including phone or video conferencing. Any suggestions on how to handle the physical recommend? Should we mail it to the stake, or mail it to the member?
by allenjpl
Thu Feb 27, 2020 5:03 pm
Forum: General Clerk Discussions
Topic: Children and Youth Emblem Order
Replies: 6
Views: 397

Re: Children and Youth Emblem Order

When you place the order, it will automatically be divided into two orders: one for the Emblems of Belonging, and the other for Emblems of Achievement crystals. The Emblems of Belonging order will be covered by Church Headquarters, and the crystals will be billed to the ward. Thank you. Is this ord...
by allenjpl
Thu Feb 27, 2020 12:56 pm
Forum: General Clerk Discussions
Topic: Children and Youth Emblem Order
Replies: 6
Views: 397

Re: Children and Youth Emblem Order

When you place the order, it will automatically be divided into two orders: one for the Emblems of Belonging, and the other for Emblems of Achievement crystals. The Emblems of Belonging order will be covered by Church Headquarters, and the crystals will be billed to the ward. My understanding is tha...
by allenjpl
Tue Feb 25, 2020 3:07 pm
Forum: Local Unit Finance
Topic: Payment Request menu in LCR Finance
Replies: 28
Views: 1811

Re: Payment Request menu in LCR Finance

I am looking at an audit PDF from January 2014. It specified several ways to determine if the bishop approved the payment. Granted, the new electronic review and approval process makes a physical signature OBE. Did the bishop approve all payments? • Look at the payment records. Make sure the bishop...
by allenjpl
Tue Feb 25, 2020 1:13 pm
Forum: Local Unit Finance
Topic: Surplus "Other" Funds
Replies: 4
Views: 195

Surplus "Other" Funds

Once upon a time, there was official guidance on what to do with Other funds that couldn't be refunded back to the member: send it back to SLC. Searching the forum, I can find the address and instructions ( https://tech.churchofjesuschrist.org/forum/viewtopic.php?p=162985#p162985 ). But I can't actu...
by allenjpl
Mon Feb 18, 2019 5:05 pm
Forum: Local Unit Finance
Topic: Signature Cards on LUFAS
Replies: 5
Views: 769

Re: Signature Cards on LUFAS

There was a point, and that point may have been 2-3 years ago, when a revision of the audit forms asked the auditor to compare the signatures by asking the clerk to access LCR. Maybe a week after the forms were made available, the message came down that checking the signature screen (by the clerk) r...

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