Jordan Bogart
Articles
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Add/Edit AR Payments
AR Payments are how you fulfill transactions that have been applied to AR accounts. This article will walk you through the creation and application of these payments. Please note that you must have...
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AR Accounts
The AR Accounts window is where you can view, add, edit, and delete any AR accounts in the Finance module of Shepherd's Staff. You can also generate statements for any of your AR acccounts here as ...
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Books/Funds
In Shepherd's Staff, a book or fund is defined as a collection of accounts that represent the financial framework of an organization. Known exclusively as a Fund in previous versions of Shepherd's ...
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Budget Expense Accounts
Budgeting provides a projection of what's to come for your church financially. When thinking about budgeting expenses, what we're doing is providing a projection of how much money the church will b...
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Asset Account Activity View
Sometimes, it can be helpful to get a closer look at a particular account. The Asset Account Activity view can help you see all the transactions and see monthly totals for a particular asset accoun...
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Add/Edit Recurrent Journal Entry
There are two ways to create recurrent journal entries. This article will walk through both methods, as well as walking through how to edit already existing recurrent journal entries. Any receipt c...
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Add/Edit Journal Entries
A journal entry can serve many different purposes in your church's accounting functions. What makes a journal entry unique from other transaction types is that you have direct control of whether an...
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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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Add/Edit Receipt
A receipt represents any money that is being received by the church. Typically, this takes the form of a deposit. In order to represent these actions a receipt transaction must be created. In a rec...
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Recurring Offering Templates
Recurrent Offerings in Shepherd's Staff give users the opportunity to automate giving that happens on a set schedule for congregants in their church. Most commonly, this occurs through the use of e...