Jordan Bogart
Articles
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The Accounts Tree
The Accounts Tree gives you a top-down display of your chart of accounts. You can see a visual representation of how your chart of accounts breaks down by account types, major groups and minor grou...
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Add/Edit Purchase Orders
Your church may have a formal approval process for the purchase of some items and services, especially when these items are of a higher cost. The Purchase Order (PO) system in Shepherd's Staff stan...
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Purchase Orders
Shepherd's Staff offers a Purchase Order (PO for short) system that allows you to manage requests for purchasing items and services, the approval of those requests, the issuing of those requests to...
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Add/Edit Recurrent Receipt
There are two ways to create recurrent receipts. This article will walk through both methods, as well as walking through how to edit already existing recurrent receipts. Any receipt can be made int...
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Recurrent Transactions
When you work in the Finance module from month to month, you will find that many transactions repeat on a regular basis. In order to save time, Shepherd's Staff will allow you to create recurrent t...
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Vendors
A vendor is any person, company or organization who receives a check, payment or other disbursement from your congregation, including employees. You must have a Vendor record for that vendor to be ...
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Journal Entries
Journal entries can be used to complete a variety of different functions in your Financial Accounting. Often times, they are used to record interest on a bank account, recording bank fees or fixing...
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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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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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Email Contribution Statements
If you wish to email your contribution statements, there is a little setup involved before you can begin. First, complete the steps in the “Setting up Email” article. This will make sure you have a...