Jordan Bogart
Articles
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Contribution Statements
Contribution statements are individual reports on offerings and pledges that can be used for tax-deduction purposes. Contribution statements also have the ability to show Gifts-in-kind, and nondedu...
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Contribution statements
Contribution statements are individual reports on offerings and pledges that can be used for tax-deduction purposes. Contribution statements also have the ability to show Gifts-in-kind, and nondedu...
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Autonumber Envelopes
Renumbering envelopes for the next year is a common task that many churches will perform at the end of the year. While you do have the option of manually assigning envelope numbers for next year, i...
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Add/Edit Contributor (Envelope)
In order to record offerings for a person, they must first have a contributor record. This article walks you through the process of adding a new contributor or editing an already existing contribut...
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Combine Duplicate Person Information
The Combine Person utility takes the records of two people and combines them. This utility combines attendance for the two people but does not combine their contribution information. » Note: If eit...
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How do I delete an account with a balance that I no longer use? [FAQ]
Shepherd's Staff prevents the deletion of accounts with transactions in any fiscal year and the deletion of accounts with balances. The reason Shepherd's Staff does this is because deleting an acco...
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Import from Vanco
The Vanco eGiving (EFT) import utility connects to Vanco through a web service and downloads the electronic offerings given within a specified date range. This import process protects against dupli...
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Import from other giving source
The Import from other giving source utility allows you to import offerings from a CSV or TXT file. This is useful if you use an e-giving platform other than Vanco, as this will give you an option t...
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Import/Export Shepherd's Staff Batches
The Import/Export Shepherd's Staff batch utility allows you to create an offering batch on one computer that has Shepherd's Staff, export that batch to a file, and then take that file to another co...
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Recreating a Batch Report
If you need to print a Batch report from a posted Batch, you can do that directly in the batches window. The batches window has a filter to show you only your posted batches, so you can use this to...