murdock20m wrote:Fin Clerk here,
Having tried 3 ACH reimbursements (scanned receipts & remote 2nd approver) I think I will suggest to the Bishopric our primary workflow. It should be that immediately before or after counting, with two authorized persons present and able to log into LCR that we get as much done as possible for ACH or paper check payments. (Hopefully LCR will allow two local users to approve an ACH payment.)
My reason is that I hate to see that email go out during the week requesting expense approval when I know the Bishop and his first counselor are in front of a computer all week, very busy making a living. Some employers monitor employees computer use as well.
Of course, eventually, the Bishop will still have to do his "final" review. However, I'm hoping that can be done once a month or every few months? During his few free moments here and there?
PS: However, I've read that at the Bishops review he can delete the expense. How can that happen after the 2nd approver allows the funds to be released (paper check or ACH)?
I see the Bishop's final review as an electronic version of the paper report/document he used to sign after the checks were written and the transmission happened. Waiting months for the bishop to review seems long to me. The system is going to send emails to him saying he needs to review it so he will get nagged if he ignores it. I agree it would be a mess for the bishop to delete a request at the verification step because the ACH/paper check is already completed as you pointed out. Hopefully that isn't the case.
I wouldn't worry about them seeing requests for reviews during the week. That's their choice when to look at it.
I did call HQ about whether the ACH really does go out before the bishop's review. Initially the person said no but then checked with his supervisor and said yes, it does go out before the Bishop's review. The bishop's review is not an authorization.