I just noticed that once a payment request has been submitted from Tools, the request that appears in LCR can have its budget changed to anything. As the Ward Clerk, I have proposed the following scenario to our Relief Society President.
Instead of emailing me all the gory details about a Fast Offering recipient or handing me a bunch of papers on Sunday, what if we did this instead?
• RS Pres receives docs from FO recipient (e.g., and electric bill).
• She submits a request through tools to the person/company being paid (e.g., Duke Energy).
• The only category she can select is Budget: Relief Society.
• She enters the purpose as "FO Electric bill for Soan Soe".
• She attaches the the documentation to the request.
• She submits the request.
At this point, no actual expense has yet been created. It is simply a request sitting in the Expense Requests queue. I open it and see that it's a FO request with the appropriate documentation and information. Instead of leaving the budget category as-is, I change it to Fast Offering: Utility and enter the FO member's name, leaving the amount and payee unchanged.
When I submit this, only then has an expense been entered, this time with the proper category. All documentation is attached and it is ready for the bishop's review.
Does anyone see any issues with this? The RS Pres insists that there will be an audit flag or finding because I changed the category. My position is that I didn't change anything. I merely entered an expense using the information provided in the request. I don't believe the request in the queue is actually official until it's been entered by the clerk.
Now, please feel free to tell me why I'm wrong and she's right.