Taylor Brown
Articles
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The Finance "I Want To..." window [Where is it now?]
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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Other Finance Reports [Where is it now?]
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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Vendor Reports [Where is it now?]
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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How do I run automatic updates? [FAQ]
You can update Shepherd's Staff from the login screen. At the login screen, click on the "Utilities" button and then click "Check for Updates". You will either get a notification saying that you ar...
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How can I find my database if Shepherd’s Staff says my password is invalid or my ID is not found? [FAQ]
Most likely, your Shepherd’s Staff database has either moved or been disconnected from the software. On the login window, there is a switch button that will let you select another database After...
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How do I fix an offering after it's been posted? [FAQ]
After a batch has been posted, each offering is distributed to their respective member record. Therefore, any editing of offerings will need to be changed individually. To edit an individual offeri...
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How do I edit or delete an attendance record? [FAQ]
After a batch has been posted, it distributes each attendance record to its respective person record. In order to delete an entire batch, you would need to delete each individual attendance record....
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How do I change a single attendance record? [FAQ]
To change a single attendance record, Go into Attendance Go to the Detail section of the Attendance tab. Find the attendance record you need to change using the grid or Search and Filter functions...
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How does Shepherd’s Staff know that a Unite Sync is required for someone? [FAQ]
Upon saving a Person Record, any of the following changes will flag a person as needing to be synchronized with Unite: Changing the value of the “Show in Unite” checkbox (i.e. adding someone in Sh...
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What data is synchronized between Shepherd’s Staff and Unite? [FAQ]
Churches can create logins on their Unite site that allow members to log in and make changes to the online directory. Then this can be synced with your Shepherd’s Staff software to keep your databa...