Jordan Bogart
Articles
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Clean-Up Utility
At the year-end, you may find yourself wanting to get rid of older data in your Attendance module. If this is the case, you can run the clean-up utility in the attendance module to get rid of data ...
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Add/Edit Baptism
Adding Baptisms to the Baptism view can be accomplished by opening the Baptism view, clicking the add button at the bottom of the grid, and filling in each piece of information that the next window...
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Follow-up
The Follow-up view allows you to search for people based on specific criteria with the intention of reaching out to those people. This is frequently used for first-time visitors at a church to help...
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To-Do List
The To-Do List is where church workers go to find their tasks. If you are the Office Manager, you can use the To-Do List to keep track of everyone’s tasks. The To-Do List is located on the Central...
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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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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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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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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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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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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: ...