Finance on LCR page

27 postsstarted by showseason 6,784 viewsoriginal topic

#1
I notice the topic Finance has been added to the LCR page. Clicking on it tells me I don't have access even though I am ward clerk. I'm assuming the link is not up and running yet.
Community Moderators
#2
Are you talking about the beta LCR? Because I see nothing related to finances on the deployed LCR.
JD Lessley
Have you tried finding your answer on the ChurchofJesusChrist.org Help Center or Tech Wiki?
#3
On the opening page to LCR, these sections show:
Memberships - Organizations - Reports - FINANCE - Applications - Other - Help
By clicking on FINANCE, I see
Donations - Expenses - Transfers - Reports - Help
There are listings under each topic for review
Community Administrator
#4
I just see
Applications
Other
Help

But then I'm a STS.
Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

So we can better help you, please edit your Profile to include your general location.
Community Moderators
#5
It sounds like your stake was put on an early beta of some sort – whether on purpose or by accident. It sounds like by accident, since the links aren't working. My stake was taken off the beta a couple of weeks ago – when I emailed someone I had been in contact with about the LCR beta before, he told me they were "validat[ing] some new functionality" and needed to reduce which stakes were using the beta temporarily. He wasn't specific, but probably what you're seeing is hints of that new functionality. Who knows when it will see the light of day, but of course I'm hoping sooner rather than later! :)
Samuel Bradshaw • If you desire to serve God, you are called to the work.
#6
This is really great. I can now see all expenses the ward has this year and previous year. Same with donation, this year and last, both online and thru the ward. Year end donations statements for 2015 are also available. :D
Community Moderators
#7
showseason wrote:This is really great. I can now see all expenses the ward has this year and previous year. Same with donation, this year and last, both online and thru the ward. Year end donations statements for 2015 are also available. :D
I assume view-only currently, no editing budget categories or recording expenses/donations?
Samuel Bradshaw • If you desire to serve God, you are called to the work.
#8
Yes, view only. No editing at this time
Senior Member
#9
I see it as well. Most finance info is viewable, but I don't see any Budget functions (display or otherwise). Very nice.
Community Administrator
#10
Does it show the sub-accounts created in Other/AMFA?
Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

So we can better help you, please edit your Profile to include your general location.
#11
No detail budget or other reports at this time
Community Administrator
#12
I suspect it's a good view of what CHQ sees/can't see with our current setup. Probably the next stage is to get more details from MLS to CHQ. I don't think there's much in the way of functions that could be added until that's done.
Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

So we can better help you, please edit your Profile to include your general location.
Senior Member
#13
russellhltn wrote:Does it show the sub-accounts created in Other/AMFA?
No. As i said, there's nothing budget related other than categories listed on expense cheks.
Senior Member
#14
russellhltn wrote:I suspect it's a good view of what CHQ sees/can't see with our current setup. Probably the next stage is to get more details from MLS to CHQ. I don't think there's much in the way of functions that could be added until that's done.
I bet you're right. It's a good start and nice to have the visibility, though. Also if this is true, then I think we should all say a little prayer for the developers. There's some heavy lifting ahead...
Community Moderators
#15
Are you still seeing the Finance link? My stake's beta has been restored but I don't see a Finance menu. Neither does this ward clerk:
https://tech.lds.org/forum/viewtopic.php?f=112&t=24020
Samuel Bradshaw • If you desire to serve God, you are called to the work.
Church Employee
#16
It looks to me like there is a different beta list for the LCR - finance site
Senior Member
#17
sbradshaw wrote:Are you still seeing the Finance link? My stake's beta has been restored but I don't see a Finance menu. Neither does this ward clerk:
https://tech.lds.org/forum/viewtopic.php?f=112&t=24020
My LCR is also back on the beta, but no Finance link either.
Community Moderators
#18
They just sent out an email to certain callings that "Initial Finance Features Are Now in Leader and Clerk Resources," with a link to the release notes. I can see the Finance menu now. Awesome!
Samuel Bradshaw • If you desire to serve God, you are called to the work.
Senior Member
#19
I received the email and yes the Finance menu is there! Brilliant!
Our Stake Clerk sees it as well.
New Member
#20
Just tried it out and it looks great! Does anyone know if bishoprics/stake presidencies have access to this as well? My SP likes to have one of his counselors go over the statements in detail and it would be nice if he could start reviewing it without having to wait for me to pass it to him.
Senior Member
#21
In my Ward the Bishop definitely does, but I don't know if his Counsellors do.
Community Moderators
#22
On the stake level, stake presidents have access, as well as clerks and assistant clerks. Likely counselors, but I'm not sure. The Access Table hasn't been updated.
Samuel Bradshaw • If you desire to serve God, you are called to the work.
New Member
#23
I called Local Unit Support this morning (Feb 17, 2016) as was given the following roll-out information for the new Finance function on LCR:

Here is the schedule.

LCRF Planned Release Schedule
The LCRF 3.0 release plan is as follows:
1. Phase 1 (January 22)
a. US area to send this to Utah North, NANW areas
b. International: Philippines, Pacific Area (Notify English countries) Africa West (Notify English countries)

2. Phase 2 (February 12)
a. NANE, NASE, Utah South, NASW
b. Brazil, Mexico SAS, Asia N. Europe

3. Phase 3 (February 26) All units
a. NAW, NAC, Salt Lake City, Idaho
b. Caribbean, SANW, Central America, Africa SE, Europe E, Asia
Josh Bingham
Ward Clerk - Palo Alto Foothills Ward (California)
New Member
#24
I see the Finance link, but when I click it I get a blank page that keeps loading.

EDIT: Nvm, finally appeared after 5 min.
New Member
#25
This is great. And it may already be in the roadmap, but if any developers are looking in: how about the ability for bishops and finance clerks to electronically sign the unit financial statements?

I think that would create more of an incentive for bishops (especially) to review the online statements and to get them reviewed and signed in a timely manner.
Community Moderators
#26
morriswm wrote:This is great. And it may already be in the roadmap, but if any developers are looking in: how about the ability for bishops and finance clerks to electronically sign the unit financial statements?
I personally think this is a wonderful idea, and I suspect it is on the roadmap for the future. (This is just a personal guess. I have no official insight into what is actually coming.)

You might wish to include this suggestion in a Feedback link at LDS.org, since the developers rarely look at this Forum.
New Member
#27
Thanks! I will do so.