Jordan Bogart
Articles
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General Ledger
The General Ledger Report is a a report that shows the balance at the beginning of the time period for the selected account(s), the change in the account over the selected time period, and the bala...
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Dedicated Accounts
The Dedicated Accounts report shows you a more in-depth look at your Dedicated Accounts, displaying the Beginning Balance for the finance year you selected, the amount of money brought in and the a...
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Recalculate Beginning Balances
The Recalculate Beginning Balances utility is designed to review the ending balances of each of your Asset, Liability, Equity and Dedicated accounts from your previous fiscal year, and update your ...
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How do I show my full mortgage payment on my budget? [FAQ]
Many churches will have a mortgage payment on properties they own. Being able to accurately track the payments on your mortgage is important for budgeting, but, because your mortgage will be repres...
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Vendor Labels
In order to reach out to your vendors, espeically for sending payment in the form of a check, you will need to be able to prepare mailing labels. The Vendor Labels report provides you a method of q...
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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 ...
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Award Donors
At times, you may have people or organizations who wish to provide award money to students at your school. In order to keep track of who are providing these awards, Award Donor records need to be c...
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Importing Paycor 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 Paycor. Fo...
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Statement of Activities
The Statement of Activities report will provide you with a summary, by account grouping or by individual accounts, of all activity on your income, expense and dedicated accounts. In order to use th...