How to cancel expense that is pending for Bishop's approval.

[dtschell]

An expense was submitted by a payee (ward clerk). the ward clerk approved his own expense. Secound counselor in Bishopric is new to the calling and approved the expense. The expense is not in the Pending Bishop's approval area of LCR. How can the bishop cancel/delete the expense so that it can be resubmitted and approved by By bishopric members that are not the same as the payee?

[dtschell]

Edit to original post. The expense is Now in the " Pending Bishop's approval" tab. Bishop's is having problems deleting it. How can this be done once the expense is in that tab of lcr?

[lippmannjs]

I have dealt with a similar situation to what you have posted. Unfortunately, once a reimbursement request in LCR receives second level approval there is no way on the ward's end to stop the reimbursement from being made. Your situation will likely trigger an audit exception.

The solution is to train all of the individuals that are on the ward's signature card to --
1. Avoid entering or approving a reimbursement if you are the payee.

2. If you are performing the second-level approval of a reimbursement, do not simply "rubber stamp" it or approve it because it has received first level approval. Review the reimbursement carefully and do not hesitate to make any needed corrections (such as rejecting the reimbursement in this case) BEFORE granting the approval.

[jdlessley]

Unfortunately, once a reimbursement request in LCR receives second level approval there is no way on the ward's end to stop the reimbursement from being made.

That is true for electronic funds transfer payments. Paper check payments can be voided at any time before clearing the bank as long as the procedures in the Help Center article Voiding a Check
are followed.