Audit Forms

Are the latest Audit forms available online and if so where can I locate them. I just need some examples/list of questions for some training.

The forms can be printed from MLS or online at https://audit.lds.org

wrigjef wrote:Are the latest Audit forms available online and if so where can I locate them. I just need some examples/list of questions for some training.

When you sign in to LUFAS (at least for me as a stake financial clerk), one of the options is to Print an Audit Form. That actually shows a blank audit form in your browser, from which you can copy and paste or print.

I am also a stake financial clerk but can not log in to LUFAS
It recognizes my user name and password but...
"User has no valid assignments for this application."
Guess I will be running by the the stake center tonight afterall.

wrigjef wrote:I am also a stake financial clerk but can not Sign in to LUFAS
It recognizes my user name and password but...

Ward finance clerks cannot access LUFAS either. You would think that those who are managing unit finances would at least be able to log on to view reports.

wrigjef wrote:I am also a stake financial clerk but can not log in to LUFAS
It recognizes my user name and password but...

The documentation clearly states that the stake financial clerk should have access. Do you have the standard calling "Stake Assistant Clerk--Finance"?

jdlessley wrote:Ward finance clerks cannot access LUFAS either. You would think that those who are managing unit finances would at least be able to log on to view reports.

What reports do you think ward financial clerks should have access to? The audit process is handled entirely at the stake level. The one part of LUFAS that it does seem like ward financial clerks should have access to is the audit forms themselves. Financial clerks have access to those forms in MLS, and reviewing the forms helps a financial clerk prepare for the audit.

I think that was the intent of the original request, to help a ward clerk prepare for a financial audit, but he didn't have access to the form online because he is a ward and not a stake clerk.

JohnShaw wrote:I think that was the intent of the original request, to help a ward clerk prepare for a financial audit, but he didn't have access to the form online.

You are correct that I am preparing to help wards (and auditors) prepare but I am a stake financial clerk.

aebrown wrote:The documentation clearly states that the stake financial clerk should have access. Do you have the standard calling "Stake Assistant Clerk--Finance"?

I just checked CDOL and I am listed as one of two "Stake Assistant Clerk"
We do have a third who is listed as "Stake Assistant Clerk - Technology Specialist"
If there is an option to add me in the correct appendage - Finance I will make that request and it should solve the LUFAS problem as well help when the church finally makes financial information accessible through clerk resources.

Thanks for letting me know

wrigjef wrote:I just checked CDOL and I am listed as one of two "Stake Assistant Clerk"
We do have a third who is listed as "Stake Assistant Clerk - Technology Specialist"
If there is an option to add me in the correct appendage - Finance I will make that request and it should solve the LUFAS problem as well help when the church finally makes financial information accessible through clerk resources.

Just a word of warning -- if your calling is simply changed from "Stake Assistant Clerk" to "Stake Assistant Clerk-Finance" you will lose a lot of permissions on LDS.org. The philosophy there seems to be that financial clerks have no assignments outside of finance; if your stake president wants you to take on other tasks that deal with other issues such as membership, you'll probably want to retain the "Stake Assistant Clerk" calling and have an additional calling of "Stake Assistant Clerk-Finance."

aebrown wrote:Just a word of warning -- if your calling is simply changed from "Stake Assistant Clerk" to "Stake Assistant Clerk-Finance" you will lose a lot of permissions on LDS.org. The philosophy there seems to be that financial clerks have no assignments outside of finance; if your stake president wants you to take on other tasks that deal with other issues such as membership, you'll probably want to retain the "Stake Assistant Clerk" calling and have an additional calling of "Stake Assistant Clerk-Finance."

I'll keep that in mind as I ask for a change. In the clerk role I also do finances for a second MLS account (an area YW camp with it's own unit number) and it's nice to use CDOL to look up leaders addresses. I also serve as a ward website administrator in my home ward and it's nice to be able to look up member numbers so I can help people set up lds accounts.

wrigjef wrote:I'll keep that in mind as I ask for a change. In the clerk role I also do finances for a second MLS account (an area YW camp with it's own unit number) and it's nice to use CDOL to look up leaders addresses. I also serve as a ward website administrator in my home ward and it's nice to be able to look up member numbers so I can help people set up lds accounts.

As far as CDOL goes, both assistant clerk and assistant clerk - finance have the same rights.

As just assistant clerk I did not have access to LUFAS. Now as listed twice as "assistant clerk" and "assistant clerk - finance" I do