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Brad Egberts

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Recent activity by Brad Egberts
  • Action-Based Task

    There are times when repeating a task based on a schedule will just not work. This is where action-based tasks come into play. These tasks generate automatically when a user makes a change in Sheph...

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  • To-Do List

    The To-Do List is where church workers go to find their tasks. If you are the Office Manager, you can use the To-Do List to keep track of everyone’s tasks. The To-Do List opens when you open any mo...

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  • Backing Up Your Database

    The Backup Database utility is one of the most important utilities in Shepherd’s Staff. When you make a backup, you essentially make a copy of your database at that moment in time. The backup compr...

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  • Registering Your Database

    Registering your database is required if you plan to use WebTools or upload a backup to CTS for safekeeping. Doing this will also tell you if you have an active or expired support contract. It will...

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  • Recurrent Transactions Report

    This report prints a list of all recurrent transactions that need to be generated based on a specific due date. It scans recurrent transactions in all Bank Accounts and in all Funds. You can acces...

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  • Generating Recurrent Transactions

    The Recurrent Transaction themselves are just templates. In order to create the actual transactions when the time comes, the recurrent templates must be generated. The first step of this process i...

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  • Recurrent Transactions

    As you create transactions from day to day, you will find that many transactions get repeated. In order to save you time, Shepherd’s Staff has included some tools to recreate these transactions. Th...

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  • Printing Checks

    The next step for checks is printing them out. For this purpose, Shepherd’s Staff uses a middle format check. Note: If you wish to order pre-printed checks, we recommend Forms Plus (www.formsplusin...

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  • Check Register Report

    Just like deposits and journal entries, a Check register can be printed out from two different places. The first place is from the Check Register grid itself. Clicking print from this window will b...

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  • Checks

    A check is any disbursement of monies from a bank account for which an actual check is written. They work the same as deposits in that one side of the transaction is required to be a bank account. ...

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