Transfer items for Bishop's Review

I'm the Ward Finance Clerk. Our ward split several weeks ago. There are 2 items under the expenses tab for Bishop's Review. 2 Medical bills. Both of these are for a member in the new ward that split from us. What is the protocol I follow? Is there a way to transfer the 2 medical bills in Bishop's Review to the other ward since that's where the member now resides and if so HOW do I go about transferring it? Transfer a item under Bishop's review instead of an approval of an expense...is it even possible? Since there's items for Bishop's Review instead of approval of expenses it seems a bit different. I've no idea how to proceed and am completely lost. Please help!

I would suggest contacting support.

It's possible what they might suggest is having the bishop reject the expense and then pass along all the paperwork to the other ward to let them process it.

If the payment was issued by your ward, your bishop is the one who should review and approve the payments. He is responsible for your ward's finances and for approving payments made from your ward's account.

If those two medical bills are Fast Offering expenses, then it really doesn't matter which ward approves them, since they will be automatically reimbursed from the general fund.

I'm a bit confused. "Review" suggests the payment was already made. I wasn't aware of any post-payment review process. If this really is a review, then, yes, as the ward paying it, I'd think they would be the one to review it.

But if this was an approval for a payment to be made, then I'd think the right thing would be to cancel it and pass it to the new ward.

russellhltn wrote:I'm a bit confused. "Review" suggests the payment was already made. I wasn't aware of any post-payment review process.

The bishops review happens after approval (unless the Bishop is the one who does the approval in which case it happens at the same time). It's the equivalent of the bishop's signature on the documentation which could occur before or after the check was signed. With the online LCR process it can't be recorded before hand because there is no online record until the clerk enters the expense and at that point it's ready for the 2nd approval. So either the bishop approves it (which automatically also records his 'Bishop's Review') or someone else approves it and then he has to record his review after.

What are the possible courses of action if the expense is already cut and upon review the bishop doesn't agree?

russellhltn wrote:What are the possible courses of action if the expense is already cut and upon review the bishop doesn't agree?

That's an audit exception. The bishop should have given his verbal approval before the expense was approved. But there is no way to change the transaction itself at that point.

russellhltn wrote:What are the possible courses of action if the expense is already cut and upon review the bishop doesn't agree?

The first course of action would be a discussion with the counselors and clerk about why they approved the payment. I'm not sure what the bishop's options are at that point. The payment has been made based on approval from a counselor and clerk (or the other counselor). I guess the ward could try to recover the funds from the payee.

I spoke with Bishops of both wards and found a resolution. Thanks for all your comments everyone! Very helpful.