Jordan Bogart
Articles
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Actuals and Balances
At the year-end, it's especially important to understand the relationship between Actuals and Balances. First, we should define these two terms: Actual: An account actual expresses how much money h...
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Clean up your Finance Data
The "Clean up your finance data" utility will allow you to delete records permanently from your Finance module. This utility is not required to be run for year end. Typically, we do not recommend d...
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Reopen Finance Year
Shepherd's Staff gives you the ability to reopen a closed finance year. When you close your finance year, it makes it so that you can no longer create, edit, or delete transactions from the finance...
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Bank Statement Reconciliation
The Bank Statement Reconciliation utility is a way for you to double-check your transactions that you have entered into Shepherd's Staff against what your bank has applied to your bank account. She...
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Balance Sheet
The Balance Sheet summarizes your church’s financial resources and obligations for the month of the current fiscal year in which the report is printed. It is generally divided into three sections: ...
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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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Account and Trial Balance
The Account and Trial Balance report provides you with the balances of each account in your finance module as of the end of whichever month you select, the beginning of your fiscal year and your cu...
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Deaths
When the death of a contributor happens, the criteria that affects the process going forward depends on whether or not there is a surviving spouse. If there is a surviving spouse, we will want to s...
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CTS Support Hours and Contact Information
Concordia Technology Solutions offers live support from our technicians Monday-Friday, 7:30 AM til 5:00 PM Central Time. For live support, you can call us at 1-800-346-6120. If you have a question,...