Payment Request Instructions for Organization Leaders

Policy and Principles

The budget allowance was created to reduce the financial and time burdens on members. If necessary, leaders should reduce and simplify activities to stay within the allowance. Most activities should be simple and have little or no cost. Expenditures must be approved by the stake presidency or bishopric before they are incurred.

Stake and ward budget funds should be used to pay for all activities, programs, manuals, and supplies. Members should not pay fees to participate. Nor should they provide materials, supplies, rental or admission fees, or long-distance transportation at their own expense. Activities in which many members provide food may be held if doing so does not place undue burdens on members. (Handbook 1, 14.7.2)

Watch

Member Tools Procedures

Reimbursement

Payment requests can be entered in Member Tools with or without an internet connection. When entering without a connection, the information will be stored on the device and submitted once a connection is available. Leaders may choose to proceed with the payment request by using their mobile device’s data plan. If the leader chooses to use a mobile device’s data plan, applicable charges may apply.

Organization leaders can submit receipts for church-related expenses by completing the following steps:

• On a mobile device, open Member Tools.
• Log in using your Church Account credentials.
• Go to the Finance menu.
• Click Payment Requests from the menu.
• Click the Add Button (+) to start a new request.
• Click ‘Add Myself’ or select the desired Payee from the list and confirm your choice.
• Enter a Purpose for the expense.
• To add a receipt:
  
  • Click the Add Button (+).
  • Make a selection from the Category drop-down list.
  • Enter the Amount from the receipt.
  • Click Add Receipt.
  • Upload a picture of the receipt or take a new picture of the receipt using your device’s camera.
  • Review the picture.
  • Select OK or Retry.
• Review payment information. Add additional payment information or receipts as needed. Click Save.
• Click Submit.

LCR Procedures

Reimbursement

Organization leaders can submit receipts for church-related expenses by completing the following steps:

• Navigate to www.ChurchofJesusChrist.org, and click the My Account and Ward link.
• Log in using your Church account credentials.
• Select Leader and Clerk Resources in the option menu.
• Click Finance.
• Click Budget.
• Click Payment Request.
• Click the Payee field, and select the appropriate person from the list.
• Type in the Purpose for the expense.
• Make a selection from the Category drop-down list.
• Type in the Amount from the receipt.
• Upload a picture of the receipt into the Upload Receipts field. If using a mobile device, you can use your phone to take a picture and upload the receipt.
• Click Save.