Brad Egberts
Articles
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Year-End Utility
The Year-End utility automates the process of closing the current year and opening the next. During this process, all income and expense accounts will have their balances set back to $0.00 for the ...
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Clean-up Utility
This utility will delete pledges and offerings dated older than 10 years ago. It is optional and not required to complete the year end. Make a backup of your database. To access this utility, clic...
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Clean-up Utility
The Clean-up utility helps you purge old records from your data. For this reason, it’s recommended that you only run this after the year end is complete to ensure the proper information is purged. ...
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Year-End Checklist for Contributions
Here is a checklist of some things you need to do for your year end process. This is not meant to be a complete list of items. There may be other things you include on your church’s checklist. 2 Mo...
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Exporting to Google Calendar [Legacy]
Google Calendar is a free, and very user-friendly, calendar application you can find online. Many churches use it to manage their church calendars. Because of this widespread use, you can now expor...
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Attendance Roster
Overview Attendance Rosters are used to easily and quickly take attendance at events. In Shepherd’s Staff®, the attendance rosters are designed to be flexible and usable for any event. There are th...
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Entering Attendance in Webtools
Overview Entering attendance in WebTools is easy and simple. It allows you—or volunteers—to enter attendance from home if you do not have the ability to enter it from the church office. The attenda...
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Accessing WebTools
Overview Every Shepherd's Staff® customer who has an active support contract has the option of accessing their own secure WebTools site. The data kept in WebTools is safe, and only those individual...
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System Settings
The System Settings hold the current settings for each module in the database. The Church tab is the default tab selected when you open settings. This tab contains the general church settings like ...
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System Tab
The system stores the settings for your database. You can set your edition of your database which will in turn change some of the field names and give you reports that are unique to your denominati...