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Taylor Brown

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Articles

Recent activity by Taylor Brown
  • Shepherd's Staff Year-End Document

    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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    • 69 votes
  • 01.08.2024 Update [9.0]

    Shepherd's Staff 2024 Version (9.0), release 20240108 Feature GENERAL Improved support throughout Shepherd's Staff for screen readers and buttons that only have a graphic and no visible text. Fix...

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    • 1 vote
  • 01.05.2024 Update [9.0]

    Shepherd's Staff 2024 Version (9.0), release 20240105 Feature GENERAL Added tooltip to the Search label of the data grids which displays the special search characters we offer. Fixed FINANCE Co...

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    • 1 vote
  • 12.15.2023 Update [9.0]

    Shepherd's Staff 2023 Version (9.0), release 20231215 Feature CONTRIBUTIONS The Contributions "Envelope box labels" report has a new option allowing you to skip labels on a sheet of labels. This o...

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    • 2 votes
  • Important updates regarding Year-End Tasks for Finance 9.0

    With the new interface of the rewritten Finance module in 2023, CTS found a discrepancy where, if the Year-End utility (which closes the current fiscal year and opens the next) is run on a day othe...

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    • 4 votes
  • 12.11.2023 Update [9.0]

    Shepherd's Staff 2023 Version (9.0), release 20231211 Fixed FINANCE When processing the Finance year end, it was starting the new year out with the current balance as of the date the year end proc...

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  • 12.01.2023 Update [9.0]

    Shepherd's Staff 2023 Version (9.0), release 20231201 Feature CONTRIBUTIONS The Pledge Progress report has a new option to "Include gifts-in-kind in given-to-date", which will add any gifts-in-kin...

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  • 11.20.2023 Update [9.0]

    Shepherd's Staff 2023 Version (9.0), release 20231120 Feature CONTRIBUTIONS When adding a new contributor, the list of primary contributors now defaults to exclude removed people (based on the Rem...

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  • 11.14.2023 Update [9.0]

    Shepherd's Staff 2023 Version (9.0), release 20231114 Feature FINANCE The Bank Statement Reconciliation will, when you change the selected bank account, display the ending balance from the last re...

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    • 1 vote
  • Statement of Income and Expense

    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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