Kimberly Moon
Articles
-
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...
-
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...
-
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 ...
-
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...
-
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...
-
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...
-
Generate Recurrent Transactions
Once recurrent transaction templates have been created, these templates need to be used regularly to generate the transactions that will be applied to the balances of your accounts. Shepherd's Staf...
-
Asset Account View
Assets are items your congregation owns. This can include money, buildings, land, and equipment. There are generally two types of assets: current and fixed. » Current Assets Current assets are asse...
-
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...
-
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...