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Kimberly Moon

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Latest activity by Kimberly Moon
  • Kimberly Moon created an article,

    03.03.2025 Update [9.1.4]

    Shepherd's Staff 2025 Version (9.1.4), release 20250303 Fixed GENERAL When printing a task list from the ToDo List window for open/upcoming tasks, you could receive the error, "String was not reco...

    • Edited
    • 1 follower
    • 0 comments
    • 2 votes
  • Kimberly Moon created an article,

    Is a Mapped Drive Letter Required to Share my Database on the Network?

    Not anymore!  Prior to the 9.0 release, Shepherd's Staff required a drive letter location to access the database.  For instance, when Shepherd's Staff is first installed and you are creating your d...

    • Edited
    • 3 followers
    • 0 comments
    • 0 votes
  • 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 ...

    • Edited
    • 1 follower
    • 0 comments
    • 10 votes
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 7 votes
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • -1 votes
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Kimberly Moon created an article,

    Preparing to upgrade to Shepherd's Staff version 9.0

    The 9.0 Shepherd's Staff upgrade will be available as of 9/26/2023!  Before you install the upgrade, there are several things you may want to consider.  Here are our recommendations for tasks you w...

    • Edited
    • 2 followers
    • 0 comments
    • 4 votes
  • Kimberly Moon created an article,

    Notice: Backing up to CTS no longer supported on Shepherd's Staff version 8.7 or older

    Due to recently increased security measures on our servers, the process of backing up copying your Shepherd’s Staff database backups to CTS will no longer be effective for users on Shepherd’s Staff...

    • Edited
    • 1 follower
    • 0 comments
    • -1 votes