Finance Release Notes -

Discussions about the Leader and Clerk Resources on lds.org.
Post Reply
belomorgan
New Member
Posts: 6
Joined: Sat Feb 04, 2012 5:31 pm

Finance Release Notes -

#1

Post by belomorgan »

In the Leader and Clerk Resources (LCR) Release Notes, it states the below information in regards to there being "financial features" and a "new Finance link". I am not seeing this anywhere in LCR at this point. Anyone else have access to a Financial link?

From the Release Notes (https://www.lds.org/help/support/clerk- ... s?lang=eng)
Release 3.1.1
Date Released: January 29, 2016

New or Enhanced Functionality
Finance Related
The following finance features, which can be accessed by clicking the new Finance link, are now available to unit leaders:

Donations by date, batch, source, category, and amount
Expenses by date, reference number, category, payee, purpose, status, and amount
Transfers to and from your unit
Reports, including action items, budget reports, donations, and financial statements[/list]
russellhltn
Community Administrator
Posts: 32234
Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

Re: Finance Release Notes -

#2

Post by russellhltn »

What is your calling? I'd expect this to be available to Ward Clerks and probably Bishops. I'm not sure if Finance clerks have been set up yet, but I'd expect it to come. I'm not sure as others would have access.
Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

So we can better help you, please edit your Profile to include your general location.
belomorgan
New Member
Posts: 6
Joined: Sat Feb 04, 2012 5:31 pm

Re: Finance Release Notes -

#3

Post by belomorgan »

I am the Ward Clerk in my ward. We are even a Beta testing unit so I was surprise when this was on the release notes but we had not seen it yet on our end. We are on 3.1.2 in the Beta Program......
User avatar
sbradshaw
Community Moderators
Posts: 5749
Joined: Mon Sep 26, 2011 9:42 pm
Location: Utah
Contact:

Re: Finance Release Notes -

#4

Post by sbradshaw »

I'm also on the beta and haven't seen it yet – though it was mentioned by someone who saw it on this thread:
https://tech.lds.org/forum/viewtopic.php?f=46&t=23877

I'm a stake assistant clerk so I wasn't sure if I would be able to see anything, but since you are on the beta and are a ward clerk and still can't see it, I'm guessing it must have been pulled last-minute for further development. Either that, or there are separate beta groups that are trying different functionality... Or, maybe "unit leaders" is a narrow definition that doesn't include the clerks?
Samuel Bradshaw • If you desire to serve God, you are called to the work.
User avatar
sbradshaw
Community Moderators
Posts: 5749
Joined: Mon Sep 26, 2011 9:42 pm
Location: Utah
Contact:

Re: Finance Release Notes -

#5

Post by sbradshaw »

Also, if any Leader and Clerk Resources developers are reading this forum, they might want to update the release notes to make it clear that what's available is only view-only reports... unless it's not just view-only – that would be too good to be true!
Samuel Bradshaw • If you desire to serve God, you are called to the work.
scgallafent
Church Employee
Church Employee
Posts: 3024
Joined: Mon Feb 09, 2009 4:55 pm
Location: Riverton, Utah

Re: Finance Release Notes -

#6

Post by scgallafent »

The finance beta is running independently of the membership beta. The finance link appears as soon as your unit is added to that beta. If you don't see it yet, your unit has not been added to that beta.

@sbradshaw, they're just reports.
Post Reply

Return to “Leader and Clerk Resources”