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
Basic Accounting Principles
Activity
- Importing Payroll Mate Payroll Files
- Importing Paycor Payroll Files
- Exporting from Payroll Mate
- Payments
- Check Payments
- EFT Payments
Accounts
- Books/Funds
- Add/Edit Books/Funds
- The Accounts Tree
- Add/Edit Accounts
- Beginning Balance Lock
- Move Accounts
Account Numbering
Receivables
- AR Accounts
- Add/Edit AR Accounts
- Students/Children
- Add/Edit Students/Children
- Transactions
- Add/Edit Transactions
Plan/Analyze
- Bank Account Balance Analysis
- Budgeting
- Budget Import & Export
- Ledger Line Search
- Activity Search
- Budget vs. Actual
Other Reports
- Bank Balance Less Dedicated
- Account and Trial Balance
- Balance Sheet
- Budget Worksheet
- Chart of Accounts
- Dedicated Accounts
Tools/Settings
- Finance Tools/Settings
- Recalculate Beginning Balances
- Close Finance Year
- Reopen Finance Year
- Bank Statement Reconciliation
- Reopen the Last Reconciliation
Where Is It Now? [9.0]
- Where Is It Now?
- How do I print checks? [Where is it now?]
- Account Balances Reports [Where is it now?]
- Balance Sheet Reports [Where is it now?]
- Other Finance Reports [Where is it now?]
- Statement of Income and Expense Reports [Where is it now?]
Finance [Videos]
- Webinar: Finance - Accounts & Budgets [9.0][Video]
- Webinar: Finance - Vendors & Transactions [9.0][Video]
- Webinar: Finance - Reports [9.0][Video]
- Webinar: Finance - Plan/Analyze and Tools/Settings [9.0][Video]
- How to use import Paycor [Video]
- How to use import Paychex [Video]