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Kimberly Moon

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Activity overview

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

    What's new in Shepherd's Staff 9.1?

    Shepherd's Staff's latest upgrade, version 9.1, is here! Version 9.0 wrapped up a multi-year project of updating the interface, with the release of the new Finance module.  This new upgrade will no...

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

    Is a Mapped Drive Letter Required to Share my Shepherd's Staff 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...

    • 1 follower
    • 0 comments
    • 2 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
    • 7 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
    • 2 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
    • 3 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,

    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...

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

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