Two Finance Clerks in MLS

Discussions around using and interfacing with the Church MLS program.
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bscloward
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Joined: Sun Jun 27, 2021 4:09 pm

Two Finance Clerks in MLS

#1

Post by bscloward »

We have two finance clerks set up in MLS, Financial Clerk and Financial Clerk-2. When finalizing the entry for donations and we need to enter two individuals to authorize the batch, Financial Clerk-2 is missing from the list. This calling has the same permissions as "Financial Clerk". How do we get MLS to recognize "Financial Clerk-2"? This calling is able to log in to MLS to enter the donations but can't authorize the batch. We need to have two finance clerks due to their work schedules.
drepouille
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Joined: Sun Jul 01, 2007 6:06 pm
Location: Plattsmouth, NE

Re: Two Finance Clerks in MLS

#2

Post by drepouille »

The clerk must have a standard calling, not a custom calling.
A member of the bishopric must be one of those to sign the donation batch.
Dana Repouille, Plattsmouth, Nebraska
russellhltn
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Re: Two Finance Clerks in MLS

#3

Post by russellhltn »

In addition, I don't think you're allowed to have two Finance Clerks anymore. You could (with the stake's blessing) have an "assistant clerk" which I think give both finance and membership rights.
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davesudweeks
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Location: Oklahoma, USA

Re: Two Finance Clerks in MLS

#4

Post by davesudweeks »

Standard callings:
"Assistant Clerk" gives rights to both membership and finance
"Assistant Clerk - Membership" only gives rights to membership
"Assistant Clerk - Finance" only gives rights to finance.

So each unit can have 3 clerks with finance rights: Clerk, Assistant Clerk, Assistant Clerk - Finance. These all have to be approved by the stake and (as previously mentioned) must be entered as standard callings to be able to approve donation batches. I believe the system prevents 2 clerks from approving a donation batch - one of the approvers must be a bishopric member.
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