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.
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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.
bradchristopherson
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Re: Can Individual Members Submit Expense Reimbursement Requests Online?

#16

Post by bradchristopherson »

Have you tried it using the app? I believe if you do it through the app then it is fine.
davesudweeks
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Re: Can Individual Members Submit Expense Reimbursement Requests Online?

#17

Post by davesudweeks »

bradchristopherson wrote: Wed May 18, 2022 9:26 am Have you tried it using the app? I believe if you do it through the app then it is fine.
That will only work if the individual's calling has access. If they don't get access per their calling, they will not see the option in the Tools app. But that is a quick way for someone to check if they can submit themselves or need to pass their receipts on to their organization presidency.
BrianEdwards
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Re: Can Individual Members Submit Expense Reimbursement Requests Online?

#18

Post by BrianEdwards »

Is this "regular member" limitation in place because organization presidents still need to approve expenses being charged to their budget, and currently if members were able to directly submit reimbursement requests via the app, there isn't anything in place requiring org approval before payment?

Just wondering if before developers could enable member access for this, they'd need to come up with some method for org presidents to be involved in the approval process. But perhaps it's not anything to do with this. Which is why I asked :)
russellhltn
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Re: Can Individual Members Submit Expense Reimbursement Requests Online?

#19

Post by russellhltn »

BrianEdwards wrote: Wed May 18, 2022 12:34 pm Is this "regular member" limitation in place because organization presidents still need to approve expenses being charged to their budget, and currently if members were able to directly submit reimbursement requests via the app, there isn't anything in place requiring org approval before payment?

Just wondering if before developers could enable member access for this, they'd need to come up with some method for org presidents to be involved in the approval process. But perhaps it's not anything to do with this. Which is why I asked :)
As far as I'm aware, there's nothing in the handbook that says organizational presidencies need to give approval. But I do consider it a courtesy.

But the developers get their marching orders from the people who write the Handbook, not from them reading the Handbook.
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bjelmer
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Re: Can Individual Members Submit Expense Reimbursement Requests Online?

#20

Post by bjelmer »

Members can submit their own receipts via the LDS Tools app. The app only allows one receipt to be added per transaction, so if the member has multiple receipts, they will need to create multiple reimbursement requests. Having the member also email them to you is another option.
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