Kimberly Moon
Activity overview
Latest activity by Kimberly Moon-
Kimberly Moon created an article, Close Finance Year
The "Close finance year" utility will perform the necessary functions to close your current fiscal year and open the new one. Specifically, this utility will create the beginning balances for your ...
-
Kimberly Moon created an article, Adding Next Year's Budgets
Budgeting provides a projection of what's to come for your church financially by allowing you to make projections about what your church can plan on bringing in and what your church can plan on spe...
-
Kimberly Moon created an article, 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...
-
Kimberly Moon created an article, Finance module webinar questions & answers [9.0][FAQ]
Below are a list of questions and answers culled from webinars regarding the updated Finance module in the 9.0 version of Shepherd's Staff. This has been updated with additional questions as we co...
-
Kimberly Moon created an article, Account Activity View
Sometimes, it can be helpful to get a closer look at a particular account. The Account Activity view can help you see all the transactions and see monthly totals for a particular account. You can a...
-
Kimberly Moon created an article, Where Is It Now?
The upgrade from Shepherd's Staff 8.9 to 9.0, with a newly rewritten Finance module, is a big transition. There have been significant changes, which we know can be challenging to navigate at first...
-
Kimberly Moon created an article, Dedicated Account View
Dedicated Accounts hold money reserved for a special purpose that does not require a book/fund of its own. Since these accounts are designated for a special purpose, the balances are allowed to rol...
-
Kimberly Moon created an article, Expense Account View
Expense Accounts are offset accounts which track how money is spent. In dual entry bookkeeping, as with income accounts, this means that when $50 dollars comes out of the checking account for a wat...
-
Kimberly Moon created an article, Income Account View
Income accounts are offset accounts which track the source of revenues received. In dual entry bookkeeping, this means that when $100 dollars comes in to the checking account from general offerings...
-
Kimberly Moon created an article, Equity Account View
Equity for non-profits typically represents the church's retained earnings (the amount of money the church has left over after paying all of its costs). Equity accounts can also be used to track f...