Finance
Shepherd’s Staff Finance module lets you keep track of your church’s financial information. This manual will walk you through setting up a chart of accounts, working with transactions, and running reports of your financial status.
Introduction to Finance
- Introduction to Finance Module
- "I Want to ... " Window
- Church Dashboard
- Chart of Accounts Tree
- Customizing the Desktop
- Ministry Task Manager
Basic Accounting Principles
Funds
Account Numbering
Account Types
- Asset Accounts (Type 1)
- Liability Accounts (Type 2)
- Equity Accounts (Type 3)
- Income Accounts (Type 5)
- Expense Accounts (Type 6)
- Dedicated Accounts (Type 7)
Ledger, Accounts and Budgets
See all 7 articlesVendors
See all 9 articlesTransactions
- Not Sufficent Funds Checks
- Journal Entries
- Journal Register Report
- Deposits
- Deposit Register Report
- Checks
Purchase Order
Accounts Receivable
See all 8 articlesReports
- Report Conventions
- Creating a Library Report
- Report Preview
- Finance Report Options
- Rebalance Utility
- Account Balances Report