Can Individual Members Submit Expense Reimbursement Requests Online?

[jdlessley]

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.

[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]

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]

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]

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]

Have you tried it using the app? I believe if you do it through the app then it is fine.

[davesudweeks]

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]

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]

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.

[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.