Jordan Bogart
Articles
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AR Account Relationship to Student/child
Frequently, a single AR account may have multiple people it is responsible for, especially in the context of a school or daycare. In order to accommodate this, we allow multiple student/child recor...
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Add/Edit Assigned Awards
Once you have created an award, in order for the money from those awards to be used by your AR accounts/students, the award must first be assigned to the AR account/student. This article will walk ...
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Awards Assigned
Once you create Awards, these awards must be assigned to AR accounts/students before they can be applied towards payments. The "Awards Assigned" grid will show you your award assigned records, as w...
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How does the Distribute function work in offering batch entry? [FAQ]
When you are entering an offering batch, you might notice a "Distribute" button next to the "Add" button when entering offerings for some of your givers. This "Distribute" button is a function spec...
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How can I give a user the ability to send emails from Shepherd's Staff? [FAQ]
What a user can do in Shepherd's Staff is controlled by the permissions set up on their login, and this includes the ability to send emails from Shepherd's Staff. With that in mind, if you want a p...
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Add Additional Vendor Contacts
With some of your vendors, you may have specific contacts that your church works with. In that case, you may want to keep that person's contact information associated with the vendor. Shepherd's St...
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Budget vs. Actual
The Budget vs. Actual view will provide you with some details of your budgeted accounts. Specifically, it can show you your budgets, actuals and budget less actual for various combinations of your ...
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Finance Tools/Settings
The "Tools/Settings" tab of the Finance module in Shepherd's Staff contains options that will affect your finance module as a whole. There are separate articles for the tools under Finance year, Ba...
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Vendor Directory
The Vendor directory report allows you to prepare a list of all or some of your vendors for easy reference and review. This report can also provide this information in rotary card format. To acces...
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Advanced Report Settings
Some reports require some additional setup to classify your accounts into groups before they can be run. These groupings go beyond the groupings set up within your account numbers, and look into th...