Kimberly Moon
Articles
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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...
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Notice: Pledged offerings generated using Distribute in Batch Entry may be incorrect [8.9]
Shepherd's Staff service pack 20222021 (see release notes) was released to correct an issue discovered in version 8.9 regarding the use of the Distribute button when entering Pledged offerings in B...
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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...
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How to Edit a Household Name
You may need to change the name of a Household due to a marriage or divorce, a legal name change, or simply because of a typo or misspelling of the name. Editing a household name is simple, once y...
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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 ...
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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...
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Add an Individual Photo
You can add a photo to an Individual record in Membership. This will allow you to print photo directories, and to have an at-a-glance record to help you tie names and faces together. It's a great...
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Add an Individual Photo
You can add a photo to an Individual record in Membership. This will allow you to print photo directories, and to have an at-a-glance record to help you tie names and faces together. It's a great...