![]() Add other categories and amounts if applicable.If the category is for a fast offering, select Recipient. (The purpose should be as short as possible if additional space is needed, please place the additional information-typed or handwritten-on a separate document and attach it to the transaction along with the receipt.) To add a payee, click on New Payee and enter information as needed, then click on Add Payee.Select the desired Payee from the list.Click the Add Button (+) to start a new expense.Enter Church account credentials and pin as needed.Unit leaders and clerks can submit Church-related expenses by completing the following steps: Care should be taken to lock one’s device when not actively using the device. When entering without a connection, the information will be stored on the device and submitted once a connection is available. Expenses can be entered in Member Tools with or without an internet connection. If you have questions, contact your administrative office. For fast-offering payments, mail the check to the payee do not give the check to the member.ĭepending on your location, your procedures for recording expenses in Member Tools may vary slightly from the following guidelines. STEP 1Įlectronic Funds Transfer (EFT) payments will be sent directly to the Reimbursement Account that was set up.ĭistribute or mail the check(s). A check should not be signed until it is filled out completely. The clerk prepares the check and gets the proper signatures. If the expense is to be paid by check, proper forms and approval are received by the clerk. An EFT will be processed by the bank, and the member will receive an email stating that the funds should be deposited in two to four business days. The clerk enters and saves the expenses into LCR or Member Tools. If the expense is to be paid by electronic funds transfer (EFT), the clerk ensures the member has added his or her reimbursement account (click here for more information). The stake president or the bishop must also review each expense unless he is one of the initial approvers. An authorized leader should not approve the expense if he is the payee or fast-offering recipient. ![]() Two authorized leaders must approve each expense one of them must be a member of the stake presidency or bishopric. Units not using LCR should follow local procedures. The reimbursement or expense information is entered into Leader and Clerk Resources (LCR) or Member Tools. If a receipt or invoice is not available, the member should provide a full written explanation of the expense, including the budget category, total amount, date, and place of the purchase, as well as a breakdown of any tax amount (sales tax, value-added tax, and so forth) from the total amount.Each receipt includes a breakdown of any tax amount (sales tax, value-added tax, and so forth) from the total amount.Each receipt includes the total amount, date, and place of the purchase. ![]()
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