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Jordan Bogart

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

    Vendor Labels

    In order to reach out to your vendors, espeically for sending payment in the form of a check, you will need to be able to prepare mailing labels. The Vendor Labels report provides you a method of q...

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  • Jordan Bogart created an article,

    Add/Edit Award Donors

    In order to have awards to distribute to students, first, the awards must have a donor. This article willw alk through the process of creating award donor records, and editing existing award donor ...

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  • Jordan Bogart created an article,

    Award Donors

    At times, you may have people or organizations who wish to provide award money to students at your school. In order to keep track of who are providing these awards, Award Donor records need to be c...

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  • Jordan Bogart created an article,

    Importing Payroll Mate Payroll Files

    When importing payroll files, each payroll provider has its own nuances on how their payroll file will import into Shepherd's Staff. This article focuses on importing a Payroll File from Payroll Ma...

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  • Jordan Bogart created an article,

    Importing Paychex Payroll Files

    When importing payroll files, each payroll provider has its own nuances on how their payroll file will import into Shepherd's Staff. This article focuses on importing a Payroll File from Paychex. F...

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  • Jordan Bogart created an article,

    Where can I find the Finance Dashboard? [FAQ]

    In previous releases of Shepherd's Staff, we offered a "Dashboard" section for each module, which provided some quick, at-a-glance information for each module. As our team has gone through and rede...

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  • Jordan Bogart created an article,

    Introduction to Finance Module

    The Finance mdoule allows you to create and maintain a chart of accounts to manage the finanacial accounting needs of your church, and produce reports to inform your congregation about the financia...

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  • Jordan Bogart created an article,

    Books and Funds [9.0][Beta]

    Note: This article applies to the soon-to-be-released [9.0] Finance Module. Please refer to articles without [9.0] for information on the current version. In Shepherd's Staff, accounts are arranged...

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  • Jordan Bogart created an article,

    Statement of Activities

    The Statement of Activities report will provide you with a summary, by account grouping or by individual accounts, of all activity on your income, expense and dedicated accounts. In order to use th...

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  • Jordan Bogart created an article,

    Bank Account Balance Analysis

    The Bank Account Balance Analysis view will let you view all uncleared transactions for a bank account. This can be very helpful for making sure what you have in the bank and what you have in Sheph...

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