Jordan Bogart
Articles
-
Reopen the Last Reconciliation
Shepherd's Staff will allow you to reopen the last reconciliation you posted. When you post a bank account reconciliation, every transaction that you marked as being cleared will essentially be loc...
-
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...
-
Combine Transactions for Two Vendors
The "Combine Transactions for Two Vendors" utility will allow you to move all transactions from one vendor to another. This can be useful if multiple copies of a vendor were accidentally created, a...
-
Add/Edit Items/Charges/Fees
In order to properly invoice an AR Account for items provided or services rendered, first, you need to create Items, Charges or Fee records to apply to a transaction to generate an invoice for that...
-
Add/Edit AR Payments
AR Payments are how you fulfill transactions that have been applied to AR accounts. This article will walk you through the creation and application of these payments. Please note that you must have...
-
Items/Fees
Items/Fees are the "products" that your church provides that can be charged for within transactions in the AR system. These records may represent physical items, or charges/fees for services render...
-
AR Payments
When an AR transaction is created for an AR account, that transaction eventually must be paid by that AR account. The AR Payments grid is where the payments made to fulfill these transactions are c...
-
Divorce (or Separation)
In divorce situations, communication with the Contributors is important. Often one of the Contributors leaves the church. Other times, both Contributors stay at the church but with different Envelo...
-
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 ...
-
Add/Edit Money on Account
Money on account records can be created to represent money paid in advance by an AR account to be applied towards payments for transactions. This article will walk through the creation of these rec...