Can Individual Members Submit Expense Reimbursement Requests Online?

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
jdlessley
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Re: Can Individual Members Submit Expense Reimbursement Requests Online?

#11

Post by jdlessley »

jonesrk wrote:
jdlessley wrote: I would expect the system to prevent an EFT payment in the event that the submitter is the payee.
I think it would be better if it would let there be an EFT payment when the submitter is the payee, but not count the submitter as an approver.
That was my recommendation when I submitted feedback some time ago. I never got a response - the usual outcome for me.
JD Lessley
Have you tried finding your answer on the ChurchofJesusChrist.org Help Center?
mmkids6
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Re: Can Individual Members Submit Expense Reimbursement Requests Online?

#12

Post by mmkids6 »

Is there somewhere that gives you a step by step process for how someone goes about requesting an online reimbursement for a ward or organizational expense? We are trying to put something together for training our organizational leadership.
eblood66
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Re: Can Individual Members Submit Expense Reimbursement Requests Online?

#13

Post by eblood66 »

I'm not aware of any official documentation but the steps were posted by another forum member here: viewtopic.php?f=46&t=34915&p=216693&hil ... nt#p216693
KeithWilson
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Re: Can Individual Members Submit Expense Reimbursement Requests Online?

#14

Post by KeithWilson »

lajackson wrote:If she can scan and email the receipts to her organization leader or a clerk, either one of them will be able to enter the reimbursement request and name her as the payee. A member cannot enter the request on their own (unless they are also a leader).

Is there a list somewhere of specific callings that can submit an electronic reimbursement for themselves, such as a Teacher Quorum Specialist? I would also like to see a master list of what callings can do this. Thanks!
eblood66
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Re: Can Individual Members Submit Expense Reimbursement Requests Online?

#15

Post by eblood66 »

KeithWilson wrote:Is there a list somewhere of specific callings that can submit an electronic reimbursement for themselves, such as a Teacher Quorum Specialist? I would also like to see a master list of what callings can do this. Thanks!
Payment requests are limited to organization presidencies (Stake YM, Stake/Ward YW, EQ, Stake/Ward RS, Stake/Ward SS, Stake/Ward Primary) including secretaries. No other callings have access. This information is available from the Access Table in LCR but you have to have access to LCR to see the Access Table.
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