F.A.Q's
Frequently Asked Questions
Release Notes
- 04.17.2024 Update [9.0]
- 03.18.2024 Update [9.0]
- What's new in Shepherd's Staff Finance 9.0?
- Shepherd's Staff 9.0 Non-Finance Release Notes
- 03.11.2024 Update [9.0]
- 02.28.2024 Update [9.0]
Information you should know
- Important updates regarding Year-End Tasks for Finance 9.0
- Preparing to upgrade to Shepherd's Staff version 9.0
- Does Shepherd's Staff offer Manuals? [FAQ]
- What do I get with my Support Plan?
- CTS Support Hours and Contact Information
- Upgrade Path
Tech Specs
Membership FAQ
- How can I clean up my Membership data? [FAQ]
- Does Shepherd's Staff offer a Membership Manual? [FAQ]
- How do I add a person into Membership? [Tutorial]
- How do I give a new Member an Envelope? [FAQ]
- How do I edit an individuals' personal information? [FAQ]
- How do I move a person to a new household? [FAQ]
Attendance FAQ
Contributions FAQ
- How does the Distribute function work in offering batch entry? [FAQ]
- Why do my Vanco offerings say "Invalid Fund" or "Invalid Envelope"? [FAQ]
- Shepherd’s Staff version 8.9 Contributions module webinar questions & answers [FAQ]
- Does Shepherd's Staff offer a Contributions Manual? [FAQ]
- Why are my offering amounts rounding to the nearest dollar in my batch entry? [FAQ]
- How do I fix an offering after it's been posted? [FAQ]
Current Finance FAQ
- Finance 9.0 Webinar Links
- Finance module webinar questions & answers [9.0][FAQ]
- How do I show my full mortgage payment on my budget? [FAQ]
- Where can I find the Finance Dashboard? [FAQ]
- Books and Funds [FAQ]
- How can I transfer money between accounts [FAQ]
Scheduler FAQ
System Administrator FAQ
- Where can I download an installation file? [FAQ]
- How can I give a user the ability to send emails from Shepherd's Staff? [FAQ]
- How do I check finance back in? [FAQ]
- Moving Shepherd's Staff to a new computer [FAQ]
- Does Shepherd's Staff offer a System Administration Manual? [FAQ]
- How do I log into the Shepherd's Staff help center? [FAQ]
Year-End FAQ
- Renumbering Envelopes Walkthrough
- I ran the year end utility, and all my income and expense accounts have a 0 dollar balance. What happened? [FAQ]
- Can I enter transactions for my new fiscal year before I've closed my previous fiscal year? [FAQ]
- How do I delete an account with a balance that I no longer use? [FAQ]
- My batch numbers reset back to 1. Will this cause any problems? [FAQ]
- How can I get a list of everyone who contributed to a particular fund? [FAQ]