Jordan Bogart
Articles
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Restore Finance Only
Shepherd’s Staff has the ability to make a copy of only the Finance data. This allows the church’s treasurer to take a backup of the main database and update the finance module at home. The treasur...
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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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Importing Payroll Mate 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 Payroll Ma...
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Introduction to Finance Module
The Finance module allows you to create and maintain a chart of accounts to manage the finanacial accounting needs of your church, and produce reports to inform your congregation about the financia...
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Beginning Balance Lock
Beginning balances are a critical detail of any account that retains its balance from year to year. These accounts include Asset, Liability, Equity, and Dedicated accounts. A beginning balance is s...
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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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Chart of Accounts
The Chart of Accounts report will let you get a listing of all of, or just a selected listing of your accounts, organized by account type, major group, and minor group. Additionally, this listing c...
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Journal Entry Register
The Journal Entry Register report provides you with a listing of all journal entries within a specified time period. This report can be helpful to provide a detailed record of journal entries that ...
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Receipt Register
The Receipt Register report provides you with a listing of all receipts within a specified time period. You can filter this report in a few different ways, including by Bank Account or if a receipt...
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Budgeting
The Budgeting window will let you view and edit the budgets for each of your income, expense and dedicated accounts. Budgets are a useful tool when it comes to planning out your finances for your c...