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Jordan Bogart

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Latest activity by Jordan Bogart
  • Jordan Bogart created an article,

    Bank Balance Less Dedicated

    The Bank Balance Less Dedicated report helps provide you with a clear picture of the "undedicated" money within asset accounts. Since dedicated accounts are considered a reserved portion of your as...

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  • Jordan Bogart created an article,

    Close the Finance Year

    The "Close finance year" utility will perform the necessary functions to close your current fiscal year and open the new one. Specifically, this utility will create the beginning balances for your ...

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  • Jordan Bogart created an article,

    Actuals and Balances

    At the year-end, it's especially important to understand the relationship between Actuals and Balances. First, we should define these two terms: Actual: An account actual expresses how much money h...

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  • Jordan Bogart created an article,

    Clean up your Finance Data

    The "Clean up your finance data" utility will allow you to delete records permanently from your Finance module. This utility is not required to be run for year end. Typically, we do not recommend d...

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  • Jordan Bogart created an article,

    Reopen Finance Year

    Shepherd's Staff gives you the ability to reopen a closed finance year. When you close your finance year, it makes it so that you can no longer create, edit, or delete transactions from the finance...

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  • Jordan Bogart created an article,

    Export/Import Budgets

    The Budget Import/Export utility is a useful tool for quickly entering your budget. This tool will allow you to export a spreadsheet of all your Income, Expense and Dedicated accounts for the purpo...

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  • Jordan Bogart created an article,

    Bank Statement Reconciliation

    The Bank Statement Reconciliation utility is a way for you to double-check your transactions that you have entered into Shepherd's Staff against what your bank has applied to your bank account. She...

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  • Jordan Bogart created an article,

    Balance Sheet

    The Balance Sheet summarizes your church’s financial resources and obligations for the month of the current fiscal year in which the report is printed. It is generally divided into three sections: ...

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  • Jordan Bogart created an article,

    General Ledger

    The General Ledger Report is a a report that shows the balance at the beginning of the time period for the selected account(s), the change in the account over the selected time period, and the bala...

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  • Jordan Bogart created an article,

    Dedicated Accounts

    The Dedicated Accounts report shows you a more in-depth look at your Dedicated Accounts, displaying the Beginning Balance for the finance year you selected, the amount of money brought in and the a...

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