Jordan Bogart
Activity overview
Latest activity by Jordan Bogart-
Jordan Bogart created an article, Sharing Favorites
When you set up a particular view or report the specific way that you want it, you may want to share this report or view with other users of Shepherd's Staff at your church, in order for another us...
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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, Charge Statement Reconciliation
The Charge Statement Reconciliation utility is a way for you to double-check the transactions that you have entered into Shepherd's Staff against what your charge account provider has applied to yo...
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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, Multi-Add for Completed Touchpoints
At times, you may want the ability to record a group of completed touchpoints all at once, such as noting that you sent out a mass email or mailing to a group of your members. The "Multi-Add' funct...
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Jordan Bogart created an article, Generate Recurring Offerings
Once you create recurrent offering templates, when these templates come due, you will need to generate these templates to create the offering records they would produce. This happens in the Generat...
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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...