
Taylor B
Articles
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Does Shepherd's Staff offer a Membership Manual? [FAQ]
Even the most seasoned Shepherd's Staff user needs a reference tool, and we are happy to offer these pdfs of our help center articles for download. This manual provides a general overview of the M...
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Balance Sheet Reports [Where is it now?]
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 "Balance Sheet" rep...
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Where can I download an installation file? [FAQ]
Computers come and go and sometimes you need to install Shepherd's Staff onto a new computer. Previously, one would need to contact support for an installation file to be emailed to you. Now, CTS i...
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How do I add a person into Membership? [Tutorial]
Here's an interactive tutorial for visual learners https://www.iorad.com/player/1635206/Adding-a-person-into-Membership 12 STEPS 1 In the Membership module, click the Add button. 2 Click Cre...
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How do I print checks? [Where is it now?]
To print a check, you have two options. You can navigate to the Other Reports tab and choose "Print checks" from the report list to the left. For more information on this report, please visit thi...