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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
See all 14 articles

Basic Accounting Principles

  • Debits and Credits
  • Double-entry Bookkeeping
  • Cash Accounting
  • Fund Accounting
  • FASB 117

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)
See all 7 articles

Accounts Receivable

  • Accounts Receivable
  • AR Accounts
  • Items / Charges / Fees
  • Transactions
  • Payments
  • Money on Accounts
See all 8 articles

Account Numbering

  • Number Sections
  • Major and Minor Groups
  • Responsibility and Church Body

Funds

  • Funds
  • Interfund Borrowing

Transactions

  • Not Sufficent Funds Checks
  • Journal Entries
  • Journal Register Report
  • Deposits
  • Deposit Register Report
  • Checks
See all 13 articles

Reports

  • Report Conventions
  • Creating a Library Report
  • Report Preview
  • Account Balances Report
  • Balance Sheet
  • Balance Sheet Preview
See all 13 articles

Ledger, Accounts and Budgets

  • Budgets
  • Account Ledger
  • General Ledger Report
  • Account Actuals
  • Budget Projection
  • Budget Worksheet
See all 7 articles

Purchase Order

  • Purchase Orders
  • Purchase Order Report

Vendors

  • Paychex Payroll Export
  • Merging Vendors
  • Vendors
  • Vendor Directory
  • Vendor Payments
  • Vendor Labels
See all 10 articles

Utilities

  • Bank Account Reconciliation
  • Preparing for the Year End
  • Year-End Utility
  • Clearing Transactions
  • Clean-up Utility

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