After we release the final module of our multi-year rewrite of Shepherd's Staff, one of the many differences is that a window no longer pops up asking what you would like to do when you open a module.
Due to feedback on how this aspect was not as helpful as intended, this idea has been removed for all modules, with the one in the 8.9 Finance module being the last to go.
For the sake of avoiding confusion, we will go over where to find areas that were included on the "I Want To..." menu.
Add, Find, or View Checks
Adding, finding, and viewing checks can all be done from the Payments view under Activity. In this view, you can add/edit payments, including checks, EFTs, and charge account payments.
For more information on payments, please visit this article.
Add, Find, or View Deposits
Adding, finding, and viewing deposits can all be done from the Receipts view under Activity. In this view, you can add/edit receipts as you need.
For more information on receipts, please visit this article.
Add, Find, or View Journal Entries
Adding, finding, and viewing journal entries can all be done from the Journal entries view under the Activity tab. In this view, you can add/edit journal entries as you need.
For more information on receipts, please visit this article.
Add, Find, or View Vendors
Adding, finding, and viewing vendors can all be done from the Vendors view under the Activity tab. In this view, you can add, edit, and deactivate vendors as you need.
For more information on receipts, please visit this article.
Print a Balance Sheet
To generate a balance sheet, navigate to the Other Reports tab and choose "Balance Sheet" from the report list to the left.
For more information on this report, please visit this article.
Print a General Ledger
To generate a general ledger, navigate to the Other Reports tab and choose "General Ledger" from the report list to the left.
For more information on this report, please visit this article.
Print a Statement of Income and Expense
The Statement of Income and Expense has been split into two areas: the Treasurer's Report and Income Statement. For more information on those reports, please visit their respective articles here and here.
For more information on how to generate a statement similar to those from previous versions, please visit this article.
Print Checks
To print a check, you have two options. You can navigate to the Other Reports tab and choose "Print checks" from the report list to the left. For more information on this report, please visit this article.
Or you can use the drop-down to select Print checks, among other options, under Actions in the Favorites section to the right of any of your grid views (note: this section is "collapsible". If it has been hidden from view to give more screen space to the grid, you can bring it back by clicking the star icon in the upper-right. See this article for more information on the Actions drop-down in the Favorites section.
Reconcile a Checking account
The reconciliation utility is now found under the Tools / Settings tab.
Here, you can reconcile your account or reprint a previous reconciliation report.
For more information on this utility, please visit this article.
Switch to a different Fund
Most, if not all, reports and views allow for the ability to choose a different book/fund without needing to move away from the view.
You can determine your default book or fund by going into the Tools / Settings tab and choosing under the "Start up book" drop-down menu.
Work with Asset Accounts
You can take a look at activity specific to asset accounts by going to the Activity tab and choosing the Assets section.
For more information on this view, please visit this article.
Work with Dedicated Accounts
You can take a look at activity specific to dedicated accounts by going to the Activity tab and choosing the Dedicated section.
For more information on this view, please visit this article.
Work with Expense Accounts
You can take a look at activity specific to expense accounts by going to the Activity tab and choosing the Expense section.
For more information on this view, please visit this article.
Work with Income Accounts
You can take a look at activity specific to income accounts by going to the Activity tab and choosing the Income section.
For more information on this view, please visit this article.
Work with Liability Accounts
You can take a look at activity specific to liability accounts by going to the Activity tab and choosing the Liabilities section.
For more information on this view, please visit this article.
*Contact Customer and Software Support
Concordia Technology Solutions offers live support from our technicians Monday-Friday, 7:30 AM til 5:00 PM Central Time.
For live support, you can call us at 1-800-346-6120.
If you have a question, and it's outside of our normal business hours, or you'd prefer to correspond with us over email, you can also submit your question to support@cts.cph.org and one of our technicians will respond within one business day.
*See all available reports
Reports can be found and exported from any view in Finance. Additionally, the Other Reports tab in the Finance module holds much of the same information found in previous versions. For more information on where data from previous reports are, please visit any article with the [Where is it now?] tag.