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Brad Egberts

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Recent activity by Brad Egberts
  • Electronic Offering Import

    The Electronic Offering Import (EOI) utility allows you to import offerings from a CSV or TXT file. These files can be created in Excel, but they need to be saved as a CSV (do not save as CSV UTF-8...

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  • Troubleshooting the Reconciliation

    If you don’t reach a $0.00 difference, the most likely cause is a missing transaction in the reconciliation. The first step in troubleshooting this is by re-checking the reconciliation. Remember th...

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  • Preparing for the Year End

    The year end process in Finance is the act of closing the current fiscal year and opening next year’s fiscal year. After you have closed the current year, you will no longer be able to add, edit, o...

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  • Mail Merge [Legacy]

    The Mail Merge report exports basic Household, Person, and Contributor information in a format that is readable by other software programs. This file can be saved in the computer or exported to Wor...

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  • Reconciling your Bank Statements

    The Bank Account Reconciliation helps you verify that the records you keep in Finance match the records kept by your bank. In short, it is a checkbook-balancing utility. Each month the bank sends y...

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  • Attendance by Event Report

    Overview The Attendance by Event report displays a variety of statistics that break down the attendance of events. This is one of the few reports in which the print preview can be drilled down to d...

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  • How can I see attendance patterns by person and week? [FAQ]

    Overview This view breaks down each person’s data on a weekly basis. Each person is listed by year, and those years are broken down by week. The grid contains data such as the total number of each ...

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  • System Requirements

      Windows 7, 8, 10, or later (64- or 32-bit) 1GHz dual-core processor or faster 4GB RAM 120GB hard drive or larger 1920x1080 graphics resolution (preferred) minimum 1366x768 Wide-screen monitor...

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  • Installation Guide

    Installing Shepherd’s Staff with a USB Flash Drive All new users of Shepherd’s Staff® will receive the installation files in the form of a USB flash drive or a secure download folder. These contain...

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  • CPH Envelope Mailing Program

    These mailing program sets are custom and individually addressed offering envelopes. Your contributors will receive an envelope for each Sunday of the month, plus any Special collection envelopes y...

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