Taylor Brown
Activity overview
Latest activity by Taylor Brown-
Taylor Brown created an article, The Finance "I Want To..." window
After we release the final module of our multi-year rewrite of Shepherd's Staff, one of the many differences is that a window no longer pops up asking what you would like to do when you open a modu...
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Taylor Brown created an article, Balance Sheet Reports
The Balance Sheet remains from previous versions, though in a different area. Balance Sheet report > Current Year only Go to the Other Reports tab of the Finance module. Choose the Balance Sheet r...
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Taylor Brown created an article, Account Balances Reports
What was previously known as the Account Balances report is now part of the Account and trial balance report under the Other Reports tab in the new Finance module. Account Balances report > Current...
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Taylor Brown created an article, Statement of Income and Expense Reports
The new Statement of Income and Expense has received more customizations in addition to retaining most, if not all, of the formatting from previous versions of the report under the name Treasurer r...
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Taylor Brown created an article, Other Finance Reports
Account Balances, Balance Sheet, Vendor reports, and the Statement of Income and Expense all have their own articles on where those variations are. Please refer to those articles for their location...
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Taylor Brown created an article, Vendor Reports
Reports regarding vendors are mostly in the Vendors section under the Activity tab or under the Other Reports tab. Vendor Account Summary / W2 Info Go to the Other Reports tab of the Finance modul...
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Taylor Brown created an article, Connecting Funds in Contributions to Accounts in Finance
One feature offered in Shepherd's Staff is the ability to convert offering batches from the Contributions module into deposit transactions in the Finance module. For these deposits to happen, you'l...
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Taylor Brown created an article, Shepherd's Staff Year-End Document (8.8)
Welcome and thank you for reading the Shepherd’s Staff Year-End Document! CTS has created this document as a checklist to help you keep up with any possible tasks or reports you may need to complet...
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Taylor Brown created an article, 06.15.2022 Update [8.9]
Shepherd's Staff 2022 Version (8.9), release 20220615 CHANGE CONTRIBUTIONS Added a trap for envelopes that are missing from the Vanco import, to prevent errors from aborting the entire import a...
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Taylor Brown created an article, Can we put next year's budget in Shepherd Staff even though we've not closed out the current year? [FAQ]
Sometimes, you have your next year budget ready before the current fiscal year is finished. Shepherd's Staff allows budgets to be entered and edited at any time of the year. So even if the current ...