Search found 172 matches

by chriswoodut
Sun May 12, 2019 2:00 pm
Forum: Directory
Topic: Lock Household Visibility?
Replies: 3
Views: 467

Re: Lock Household Visibility?

It was clear how to set the visibility for a household on the old directory. On the new directory, I can't find any way to change it. If it is already set, I can see that it is locked (as I'm a clerk). But, if I want to lock a household's visibility... there is no option I can see on the screen. An...
by chriswoodut
Sun May 12, 2019 1:59 pm
Forum: Directory
Topic: Beta Directory: Editing Permissions Missing
Replies: 10
Views: 1236

Re: Beta Directory: Editing Permissions Missing

Will clerks still be able to edit the information for other households, or is that going way (specifically, I'm an assistant ward clerk)? If I remember correctly, the plan is for that to move into another application, which probably means LCR. You can also adjust privacy for them using LDS Tools. T...
by chriswoodut
Sun May 12, 2019 1:50 pm
Forum: Directory
Topic: New "directory".... a step back in usability
Replies: 17
Views: 1687

Re: New "directory".... a step back in usability

It is harder to use. It is map centric instead of ward list centric. I can't find the lock visibility option either as a ward clerk. Grr....
by chriswoodut
Sun May 12, 2019 1:39 pm
Forum: Directory
Topic: Lock Household Visibility?
Replies: 3
Views: 467

Lock Household Visibility?

It was clear how to set the visibility for a household on the old directory. On the new directory, I can't find any way to change it. If it is already set, I can see that it is locked (as I'm a clerk). But, if I want to lock a household's visibility... there is no option I can see on the screen. Any...
by chriswoodut
Tue Apr 30, 2019 3:50 pm
Forum: Leader and Clerk Resources
Topic: "Send a Message" Function on LCR
Replies: 216
Views: 49183

Re: "Send a Message" Function on LCR

chrispremo wrote:Does the Ward Missionary Leader have permissions to send a message via Leaders and Clerk Resources?


https://lcr.lds.org/access-table?lang=eng

I think this chart indicates the ward mission leader does have access.
by chriswoodut
Thu Apr 25, 2019 11:40 am
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 122
Views: 13175

Re: Electronic reimbursements

I find myself wondering what issue would be in this situation. We cannot pay vendors via EFT/ACH so this would not be a welfare situation where someone was being threatened with eviction (for example). It is against policy to give the welfare reimbursement to the member to provide to the vendor so ...
by chriswoodut
Wed Apr 17, 2019 11:48 am
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 122
Views: 13175

Re: Electronic reimbursements

It looks to me that with the new electronic reimbursement option that receipts for expenses can be uploaded. We currently have a form that the payee will fill out and the bishop signs to approve the expense and we would then enter that data into MLS. For auditing purposes, does this mean our specif...
by chriswoodut
Mon Apr 15, 2019 5:05 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 122
Views: 13175

Re: Electronic reimbursements

I've created a flowchart of what process we are going to try using. Maybe this is helpful to others. It is based on feedback I received on this thread and our preferences for our ward based on our previous process. If you want to make a copy of this for your own editing enjoyment, I think you can do...
by chriswoodut
Sun Apr 14, 2019 6:45 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 122
Views: 13175

Re: Electronic reimbursements

I have seen clerks write reimbursement checks to their wives to circumvent rules governing writing checks to themselves. I believe the audit question now covers this -- asking about the entire household. The last audit we had specifically listed all the reimbursements to the bishop's name just beca...
by chriswoodut
Sun Apr 14, 2019 6:40 pm
Forum: Local Unit Finance
Topic: Electronic reimbursements
Replies: 122
Views: 13175

Re: Electronic reimbursements

Is there a downside to this that I'm not seeing? I see a few issues: First, if this is electronic, how is the person going to show who they want reimbursed if there's no form? And is that person going to be "named" or will it be a generic "my wife/my husband" ? What are the risk...

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