Financial Clerk with limited access

15 postsstarted by wrigjef 2,229 viewsoriginal topic

Senior Member
#1
What are the considerations with a financial Clerk with no access to LCR? (This is only theoretical at this point)

He has been approved , called and set apart by the Stake
He would go through or view any training that is available
He would be given an MLS account and only serve as a back up processing batches on Sunday
He would not be involved in any expenses or disbursements

Looking for your insight before going any further
Senior Member
#2
In order to authorize a donation batch in MLS, the user must also hold a calling (recorded in LCR) which provides finance rights. So he would not be able to authorize a batch unless recorded in LCR with a Assistant Ward Clerk-Finance or Assistant Ward Clerk calling which will also provide rights to the Finance portion of LCR.

So there is no way to authorize a batch without also having rights to LCR Finance. Now, if the issue is that this clerk does not have access to a computer at home to access LCR there, then that shouldn't be a problem. Everything can be done on the unit computer if necessary.
Senior Member
#3
Thanks. I’m an executive secretary and the last time I was a financial Clerk we used MLS but there was no LCR. I was not aware that now LCR and MLS are linked.
Community Administrator
#4
The question I have is how many finance clerks will you end up with? According to this post, wards will soon be limited to one.
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
#5
Yes we are aware however this person would not be a financial clerk.
Again this is just a thought at this time but I was thinking about creating a custom calling, something along the lines of donation assistant.
Church Employee
#6
wrigjef wrote:Yes we are aware however this person would not be a financial clerk.
Again this is just a thought at this time but I was thinking about creating a custom calling, something along the lines of donation assistant.
Custom callings have no rights. If you create a custom calling called "donation assistant," he won't be able to do anything with donations.
Senior Member
#7
I know custom callings have no rights in LCR. I was thinking that perhaps it was possible to have access to MLS without having access to LCR. If the two are linked or if batches are processed in LCR now then I have my answer.
Community Administrator
#8
The rights in MLS is also based on calling. Its no longer just the rights on the MLS login. If you want him to do donations, he will have to have the right calling.
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
#9
Ok Thanks
New Member
#10

Re: Financial Clerk unable to process donations

Our recently called Ward financial clerk is able to open MLS, but unable to process donations after donations have been input. He is also denied access to LCR. Is there a tie between the two issues? What is the remedy?

Thank you,
Rock Johnson
2nd Counselor, River View Bishopric
Taylorsville, Utah
Community Administrator
#11

Re: Financial Clerk unable to process donations

rock.johnson wrote:He is also denied access to LCR. Is there a tie between the two issues?
Probably.

Make sure his calling is recorded correctly in LCR. Wait 24 hours. Do a send/receive on MLS so it gets the message about the new calling.
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
#12
Creating a user profile in MLS does not grant any permissions outside MLS. The Ward Assistant Clerk - Finance calling must be a standard calling entered through Leader and Clerk Resources (LCR). I don't think the calling can be entered through MLS. I think it will redirect you to LCR to enter the calling. A custom position, even though it is entered exactly as a standard position, is not granted any permissions. Additionally it can take some time for the permissions to propagate through all the systems. We generally tell everyone to wait at least 24 hours after the standard calling is entered before expecting access permissions. If after 48 hours there is still a problem then you may need to contact the Global Service Department for help.

Note: Make sure a new signature card is signed by all finance permissions users and uploaded to LCR or mailed in.
JD Lessley
Have you tried finding your answer on the ChurchofJesusChrist.org Help Center or Tech Wiki?
Community Administrator
#13
jdlessley wrote:Creating a user profile in MLS does not grant any permissions outside MLS.
It should be noted that the login to LCR will be the Church Account (previously known as LDS Account). The login to MLS is something created by an MLS admin. The username/password could be the same, but in most cases is not.

Despite the logins being different, there is a link between the two. The calling must be in LCR and the MLS login must be linked to his membership record in MLS.
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.
New Member
#14
Rock, we are having the same issue with our new finance clerk. Did you figure out a solution?
Community Administrator
#15
Odds are it needs time for the new calling to ripple though the system. After recording, it can take up to 24 hours to get rights in LCR. MLS might require the calling to come down from LCR in a send/receive before it grants permission.

I see the calling was recorded last Sunday, so he should have rights to LCR by now. Assuming MLS has done a send/receive today, you may find he does have access now. If not, then a MLS admin might need to look at his MLS account and make sure he's set with Finance rights.
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.