Jordan Bogart
Articles
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How can I transfer money between accounts [FAQ]
At times, you may find yourself needing to move money between accounts. Typically, this will be between accounts of the same type, usually to correct a mistake on a transaction that is no longer av...
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Budget Income Accounts
Budgeting provides a projection of what's to come for your church financially. When thinking about budgeting income, what we're doing is providing a projection of how much money the church will be ...
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Receipts
Receipts represent any money the church has received into one of its asset accounts, typically in the form of a deposit, though it could represent receiving money in other ways, such as a refund. T...
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Charge Account Payments
A Charge Account Payment is a disbursement of money from a charge account. Unlike other payment types, instead of being charged to a bank account, this is charged against a charge account, which is...
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EFT Payments
An EFT (Electronic Funds Transfer) payment is any disbursement of money from a bank account that is processed electronically. This is typically through either a debit card, direct deposit to employ...
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Budget Expense Accounts
Budgeting provides a projection of what's to come for your church financially. When thinking about budgeting expenses, what we're doing is providing a projection of how much money the church will b...
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Add/Edit Receipt
A receipt represents any money that is being received by the church. Typically, this takes the form of a deposit. In order to represent these actions a receipt transaction must be created. In a rec...
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Print Checks
Once you have written check transactions in Shepherd's Staff, unless the entry represented a check that you either have already written or plan to write by hand, you'll want to print that check out...
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Importing Paychex 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 Paychex. F...
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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...