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  2. Contributions

Contributions

Shepherd’s Staff Contributions module lets you keep track of your congregation’s offerings and pledges. This manual will walk you through setting up funds, entering offerings, and running Reports such as contribution statements.

Introduction to Contributions

  • Introduction to Contributions Module
  • “I Want To . . . ” Window
  • Church Dashboard
  • Customizing the Desktop
  • Database Conventions
  • Grid Conventions
See all 14 articles

Offering Records and Batches

  • Recurring Offering Templates
  • Add Offering Records
  • Offering Batches
  • Adding an Offering Batch
  • Editing a Posted Batch
  • Recreating a Batch Report
See all 12 articles

Pledges

  • Pledges
  • Pledge Rules
  • Adding a Pledge
  • Adding Multiple Pledges
  • Ending a Pledge
  • Recalculating a Pledge
See all 9 articles

Contribution Reports

  • Report Conventions
  • Creating a Library Report
  • Report Preview
  • Contribution Analysis and Top Givers
  • Envelope Box Labels
  • Contribution / Pledge Comparison
See all 18 articles

Contribution Funds

  • Contribution Funds
  • Connecting Funds to Finance
  • Fund List Report

Contributor Records

  • Envelope Renumbering Process
  • Contributors (Assigning Envelopes)
  • Contributor Details
  • Contributor List Report

Updating Data

  • Deleting a Contributor
  • Deaths
  • Divorce (or Separation)
  • Handling Marriages
  • Combine Contributions Utility

Recurrent Offerings

  • Recurrent Offerings

Summary Records

  • Yearly Summary Records
  • Fund Totals

Utilities

  • Reset
  • Setting up Email
  • Rebuild Contributor Names
  • CPH Envelope Mailing Program
  • Clean-up Utility

WebTools

  • Accessing WebTools
  • Entering Contributions
  • Editing a Batch in Webtools
  • Importing Batches from WebTools

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