Invoices for Family Services Auto Deductions
-
- New Member
- Posts: 1
- Joined: Sun Dec 12, 2021 2:46 pm
Invoices for Family Services Auto Deductions
For members receiving support from Family Services under the Fast Offering funds, we have recently started to get auto deductions, but there is no invoice or receipt. How do we get a receipt for these expenses? If we can't, how will this work for the audit?
-
- Community Moderators
- Posts: 9924
- Joined: Mon Mar 17, 2008 12:30 am
- Location: USA, TX
Re: Invoices for Family Services Auto Deductions
When you go to LCR > Finance > Expenses > Expenses Summary is there an entry for the expense? If so, when you click the reference number you will get an expense detail page. Is there a small PDF icon to the right of the line starting with "Reference #"? If the icon is there, you can click it to open the expense document that is the invoice for the expense.
JD Lessley
Have you tried finding your answer on the ChurchofJesusChrist.org Help Center or Tech Wiki?
Have you tried finding your answer on the ChurchofJesusChrist.org Help Center or Tech Wiki?
-
- Member
- Posts: 76
- Joined: Fri Jan 19, 2007 3:49 pm
- Location: Lynchburg, VA, USA
Re: Invoices for Family Services Auto Deductions
Is this a member of the Ward wants to be paid for mileage to some activity or to drive to some meeting?
I've never heard of reimbursing members for expenses like that
I've never heard of reimbursing members for expenses like that
-
- Community Moderators
- Posts: 11481
- Joined: Mon Mar 17, 2008 10:27 pm
- Location: US
Re: Invoices for Family Services Auto Deductions
Probably not. Family Services usually charges for counseling visits. In this case, they have started billing the ward directly.waltbristow wrote: ↑Mon Dec 13, 2021 9:26 am Is this a member of the Ward wants to be paid for mileage to some activity or to drive to some meeting?
Auto deductions refers to the fact that the deductions are charged automatically to the ward account, not whether or not the member drove to the appointment. You are correct in your assessment that members are not normally reimbursed for their travel expenses except in some specific circumstances.
- sbradshaw
- Community Moderators
- Posts: 6261
- Joined: Mon Sep 26, 2011 9:42 pm
- Location: Utah
- Contact:
Re: Invoices for Family Services Auto Deductions
One example of a circumstance where members are often reimbursed for travel is seminary teachers (see https://www.churchofjesuschrist.org/hel ... s?lang=eng).lajackson wrote: ↑Mon Dec 13, 2021 9:57 amProbably not. Family Services usually charges for counseling visits. In this case, they have started billing the ward directly.waltbristow wrote: ↑Mon Dec 13, 2021 9:26 am Is this a member of the Ward wants to be paid for mileage to some activity or to drive to some meeting?
Auto deductions refers to the fact that the deductions are charged automatically to the ward account, not whether or not the member drove to the appointment. You are correct in your assessment that members are not normally reimbursed for their travel expenses except in some specific circumstances.
Samuel Bradshaw • If you desire to serve God, you are called to the work.
-
- Senior Member
- Posts: 2652
- Joined: Sun May 09, 2010 9:16 pm
- Location: Washington, USA
Re: Invoices for Family Services Auto Deductions
I used to see this regularly when I was clerk and we had a member receiving counseling that the welfare fund covered. At first, I was unsure so I printed the invoices, had the bishop sign them, and filed with our expenses (this was in the days before EFT reimbursements and all-electronic documentation). Through several audits, the auditors never looked at the documentation and indicated that the fact that they were auto-billed by Family Services was enough for them.
Of course, your mileage may vary, but I stopped printing them and worrying about them - never had an audit flag regarding them.
Of course, your mileage may vary, but I stopped printing them and worrying about them - never had an audit flag regarding them.
-
- Senior Member
- Posts: 1098
- Joined: Sun Oct 30, 2016 10:42 pm
- Location: Michigan
Re: Invoices for Family Services Auto Deductions
We had the same situation a couple years ago, and there was a series of auto-deductions without receipts, that we needed to "audit-proof". In our case the member's Family Services visits had ended by audit time, so we used email verification from the Bishop that he had approved all the existing Family Services expenses for that member, and included a copy of the Bishop's email (I can't remember if it was before or after we were audited). This was sufficient for us.
It is a bit interesting that Family Services doesn't automatically provide receipts, since the Church is very particular about this for all other expenses.
It is a bit interesting that Family Services doesn't automatically provide receipts, since the Church is very particular about this for all other expenses.
-
- Member
- Posts: 126
- Joined: Tue May 01, 2007 3:13 pm
- Location: Oregon
Re: Invoices for Family Services Auto Deductions
These auto deductions come without a "recipient" name associated. The invoice does provide a clue so it can be assigned to a recipient. Can anyone point me to how to assign a recipient? (All fast offering disbursements should have a recipient listed.)
-
- Community Moderators
- Posts: 9924
- Joined: Mon Mar 17, 2008 12:30 am
- Location: USA, TX
Re: Invoices for Family Services Auto Deductions
- Click on the INV:XXXXXXX reference number to open the expense detail.
- Click the Adjust Expense button.
- Enter the recipient name or select the name from the drop-down list box for the RECIPIENT data field.
- Finally click the Save Changes button.
JD Lessley
Have you tried finding your answer on the ChurchofJesusChrist.org Help Center or Tech Wiki?
Have you tried finding your answer on the ChurchofJesusChrist.org Help Center or Tech Wiki?