Electronic reimbursements

[jdlessley]

There have been system/server issues on and off today. I have run into portions of LCR Finance not rendering and getting a server timeout error notice. I have also seen the image for PDF, JPG, JPEG, TIFF, PNG files coming up blank. When that has happened I just waited a while and tried again.

[chriswoodut]

When trying to upload a signature card as a PDF, I had trouble with the spinning wheel of death. When I converted it to a JPEG it worked just fine. So not all versions of graphic files are the same, so it seems. Having said that, I did upload a reimbursement request yesterday with a PDF and a JPEG and it worked.

[JScottDalton]

The system doesn't work. How are we supposed to request reimbursements now? The church website won't display the instructions. Are the instructions found elsewhere?

[chriswoodut]

The system doesn't work. How are we supposed to request reimbursements now? The church website won't display the instructions. Are the instructions found elsewhere?

You'll have to provide more info to know what you're trying to do (by steps) and what isn't working. I just pulled up our expense entry page and it looked ok to me.

[markeliason]

Hi there -

Does anyone know if it is possible to set up EFT for welfare-related payments, specifically for non-members payees (e.g. a ward member’s landlord)?

[jdlessley]

Does anyone know if it is possible to set up EFT for welfare-related payments, specifically for non-members payees (e.g. a ward member’s landlord)?

Not currently. During the early rollout of the EFT capability there was a brief time that there was a page that indicated they were planning on implementing something like that. That page was removed before it went active.

[smedlytonker]

We have been using it in our ward and I think it is fantastic.
- No checks to cut as long as the member sets up an ETF.
- No chasing down members to give them checks at church
- Nothing to file in the filing cabinet.
We have only had two people submit expenses and get paid this way - we wanted to see how it worked. I was going to start pushing it in Ward Council and then the COV-19 hit.

One thing I haven't figured out is how to submit my own expenses electronically this way. It seems that my interface thinks that i am submitting expense for others and once it notices that the payee and the submitter are the same person it balks. So I and the fincial clerk maybe the few in the ward that can't take advantage of the new system.

[Biggles]

Although you will get a notification that you can’t enter your own expense, you can in fact enter the expense. What you can’t do is approve it.

[eblood66]

Although you will get a notification that you can’t enter your own expense, you can in fact enter the expense. What you can’t do is approve it.

Unless something has changed, when you enter the expense it considers you the first approver. it will requires a second approver but it's supposed to have two approvers other than yourself and that doesn't happen (or at least didn't) when you enter an expense for yourself. As far as i could ever tell you need to have someone else enter the expense and then a 3rd person approve it to conform to policy.

[Biggles]

Although you will get a notification that you can’t enter your own expense, you can in fact enter the expense. What you can’t do is approve it.

Unless something has changed, when you enter the expense it considers you the first approver. it will requires a second approver but it's supposed to have two approvers other than yourself and that doesn't happen (or at least didn't) when you enter an expense for yourself. As far as i could ever tell you need to have someone else enter the expense and then a 3rd person approve it to conform to policy.

Here in the UK, I can enter an expense for myself, but the system displays a notification to the effect l can’t. However it allows me to proceed with the process. If, as an experiment, I try to approve the expense, it quite rightly doesn’t allow that. Two alternative approvers are then required to complete the process.
Also see my post #99 in this thread.