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by eblood66
Tue Apr 12, 2022 8:47 am
Forum: Local Unit Finance
Topic: How long to sign monthly Unit Financial Statement?
Replies: 5
Views: 886

Re: How long to sign monthly Unit Financial Statement?

It's possible they changed the timeframe but last year the audit system was flagging any review that was over 45 days past the end of the month as an exception (see this thread: https://tech.churchofjesuschrist.org/forum/viewtopic.php?p=225237#p225237). Unfortunately, the time frame doesn't seem to ...
by eblood66
Mon Apr 11, 2022 10:41 am
Forum: MLS Support, Help, and Feedback
Topic: Deleting Nonmember from Tools/LCR
Replies: 3
Views: 1112

Re: Deleting Nonmember from Tools/LCR

You need to contact the Global Service Department and ask them to suppress the marriage record in the online Directory and Tools. You can't do it on your own.
by eblood66
Thu Mar 31, 2022 5:24 am
Forum: Local Unit Finance
Topic: Printing donation batch report for individual categories
Replies: 9
Views: 1318

Re: Printing donation batch report for individual categories

I'm curious how you found that. Curiosity. I always check out new things. In this case when organizations got the ability to see their portion of the budget in LCR I wanted to see how much they could see and how much I could let them see. I often do the same but I guess I haven't tried the print fu...
by eblood66
Tue Mar 29, 2022 9:02 pm
Forum: Local Unit Finance
Topic: Printing donation batch report for individual categories
Replies: 9
Views: 1318

Re: Printing donation batch report for individual categories

Wow! That is indirect but cool that it's available. I'm curious how you found that. Definitely good to know.
by eblood66
Tue Mar 29, 2022 2:57 pm
Forum: Local Unit Finance
Topic: Printing donation batch report for individual categories
Replies: 9
Views: 1318

Re: Printing donation batch report for individual categories

Unfortunately, this is information that is no longer easily available. The Income and Expense Details screen can show all of the donations to a single category but it shows the amount for each batch rather than for each donor. You have to click through to see the donors in the batch and, as you say,...
by eblood66
Sun Mar 27, 2022 11:43 am
Forum: Member Tools
Topic: Attendance Recording in LDS Tools
Replies: 16
Views: 4156

Re: Attendance Recording in LDS Tools

jacobajensen wrote: Sun Mar 27, 2022 10:50 am Our Relief Society President wants to delegate attendance recording to the RS Ministering Secretary. Is there a way as a Ward Clerk, I can grant those permissions in Tools?
I'm afraid not. Rights are based on calling and can't be changed at the local level.
by eblood66
Tue Mar 22, 2022 8:25 pm
Forum: Local Unit Finance
Topic: Outstanding Check
Replies: 1
Views: 751

Re: Outstanding Check

Has the member had more than one reimbursements recently? If so, I'd wonder if the member was remembering one check and had lost the other check. But assuming the member is correct, I think the only thing you can do is contact the Global Service Department and inform them. They may be able to ask th...
by eblood66
Sun Mar 20, 2022 10:33 am
Forum: General Clerk Discussions
Topic: print list of member's year to date donations
Replies: 1
Views: 1055

Re: print list of member's year to date donations

In LCR Finance, go to the Participants page, find the donor in the list, click on their name and then click on the Donations page.
by eblood66
Tue Mar 15, 2022 2:16 pm
Forum: Local Unit Finance
Topic: CAO headquarters 'transferred' to quickly. How can we get it back?
Replies: 3
Views: 889

Re: CAO headquarters 'transferred' to quickly. How can we get it back?

In LCR, go to the Donation Summary page and find the online batch for the donation. Click on the name of the donor to view the donation details. Click the Adjust Donation button and change the category to the correct one. Save and print the corrected documentation. File the documentation with your d...
by eblood66
Mon Mar 14, 2022 8:16 pm
Forum: Local Unit Finance
Topic: Missionary account visible
Replies: 6
Views: 1056

Re: Missionary account visible

I took a look at other recent missionaries from our ward. The accounts for 2 were created 6 months before they left and another was 4 months. I don't remember exactly when they got their calls but I'm pretty sure the accounts were created pretty soon after the calls. And we did have an instance wher...

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