Jordan Bogart
Articles
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Email Contribution Statements
If you wish to email your contribution statements, there is a little setup involved before you can begin. First, complete the steps in the “Setting up Email” article. This will make sure you have a...
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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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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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Customizing Membership
Overview Each module can be customized in minor ways in Shepherd’s Staff®. Many customizations are done automatically, and all are saved so they appear the same way every time you open the module. ...
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Check Payments
A check payment is any disbursement of money from a bank account for which a physical check is written. They are similar to deposits in that one side of the transaction will always include the bank...
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Exporting a View
Since all data views contain rows and columns, all views can be exported as an Excel document that can be opened in any spreadsheet application. By default, Shepherd’s Staff® will attempt to open t...
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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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Move a Person to a Different Household
Often, you will need to move people from one household to another, or from one household into their own household. This can happen for a variety of reasons, but in each situation, a person will nee...
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Dashboard
The Church Dashboard provides a quick snapshot of your data for the Membership, Attendance, Contributions and Finance module. It provides you with at-a-glance statistical information broken down in...
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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...