Jordan-Bogart
Activity overview
Latest activity by Jordan-Bogart-
Jordan Bogart created an article, Recurrent offerings
Recurrent offerings allow you to set up schedules of giving (templates) for givers at your church, and, when set up, allow Shepherd's Staff to quickly and easily create the offering records set up ...
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Jordan Bogart created an article, Pledge Rules
In order to successfully enter Pledges into Shepherd's Staff and track those pledges accurately, there are a few rules users should keep in mind as they are entering and maintaining pledges: No tw...
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Jordan Bogart created an article, Export Membership Information
The Export Membership Information report allows you to export information about the people and households in your Membership module in various formats, such as excel or CSV. This report can even be...
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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, 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: ...