Search found 343 matches

by chriswoodut
Tue Apr 09, 2019 9:08 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 151
Views: 21257

Re: Electronic reimbursements

In such a situation, has the bishop already approved the purchase before he sees the reimbursement request in LCR? From what another person said, the ACH goes out after the counselor reviews it and before the Bishop. If the bishop is following Handbook 1 (14.7.1, 2nd paragraph), he has already appr...
by chriswoodut
Tue Apr 09, 2019 7:36 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 151
Views: 21257

Re: Electronic reimbursements

This is 75% of what I would love to see. Thank you! However, I would love to see a workflow where the payee submits the request electronically with a digitized version of the receipts (like via LDS tools app using the phone camera). Then it would go to a clerk for review then the bishop and then pa...
by chriswoodut
Mon Apr 01, 2019 6:47 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 151
Views: 21257

Re: Electronic reimbursements

The option to do a reimbursement using EFT is available both through LCR (online) and MLS but the member's checking account number initially only showed up in MLS. This could just be because I need to do a send and receive changes to be able to process through MLS. I think Arkansas meant to type LC...
by chriswoodut
Mon Apr 01, 2019 6:45 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 151
Views: 21257

Re: Electronic reimbursements

This is 75% of what I would love to see. Thank you! However, I would love to see a workflow where the payee submits the request electronically with a digitized version of the receipts (like via LDS tools app using the phone camera). Then it would go to a clerk for review then the bishop and then pa...
by chriswoodut
Sun Mar 31, 2019 1:03 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 151
Views: 21257

Re: Electronic reimbursements

Today after doing 2 ACH reimbursements with paper receipts and then 2 other ACH reimbursements as scanned receipts, I think we're going to scan all docs and push everything through the scanned receipts process as much as possible. This allows us to not be tied to the PC in the clerk's office. Approv...
by chriswoodut
Sat Mar 30, 2019 8:39 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 151
Views: 21257

Re: Electronic reimbursements

I think I lost one of my responses, here's a rehash. We already have 2 clerks check every reimbursement request for math. Then the bishop approves it. Then a check is written. We're used to gaps in the process. Taking paper submitted requests and digitizing them and pushing them through the same pro...
by chriswoodut
Sat Mar 30, 2019 8:32 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 151
Views: 21257

Re: Electronic reimbursements

I thought the policy is that the Bishop must approve all expenses before the checks are written. Is this new process changing the order of the steps such that the bishop approval online can happen after a clerk/counselor have already processed it? The policy is and has been that the Bishop must app...
by chriswoodut
Sat Mar 30, 2019 8:09 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 151
Views: 21257

Re: Electronic reimbursements

Also, keep in mind that you still must use paper checks for reimbursements to anyone not in your ward/branch (welfare, etc). I could be wrong, but that seems easier in MLS since it lets the clerk prepare everything by himself and then a counselor can be the 2nd review/signature when convenient inst...
by chriswoodut
Sat Mar 30, 2019 6:45 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 151
Views: 21257

Re: Electronic reimbursements

I'll take what I can get and figure out a way to digitize the receipts. Our clerks office only has a b&w lazer printer with no scanner so Office Lens sounds like a useful tool if I can transfer from my phone to the PC in an easy way. After a youth activity last Wednesday, I showed the YM Presid...
by chriswoodut
Sat Mar 30, 2019 4:21 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 151
Views: 21257

Re: Electronic reimbursements

I'm also trying to mentally process how this changes the stake audits of our ward. Anyone know? It seems like I will have less papers for them to look at.

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