Taylor B
Articles
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How do I request an installation file from support? [FAQ]
All churches with an active support contract can receive updates and installation files of the newest version of Shepherd’s Staff by contacting CTS at support@shepherdsstaff.zendesk.com. To prevent...
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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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What Version and Release of Shepherd’s Staff am I using? [FAQ]
Whenever you call support, you may be asked what version and release are you using. This will be helpful in troubleshooting what the situation might be or to see if the problem you’re having is fix...
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How do I edit an individuals' personal information? [FAQ]
An individual's record holds important dates and contact information, their relationship with the church, and work and school information. Go into Membership Go to the People Tab Click on the Indi...
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Data Cleanup
The Clean-up Utility is used to permanently remove person records from your database. After doing this, ALL the past membership, attendance, and contribution records for these people will be perman...
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Statement of Income and Expense Reports [Where is it now?]
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...