Jordan Bogart
Articles
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Editing a Batch in Webtools
Editing a batch can be done at any time in WebTools as long as the batch has not been imported into Shepherd's Staff. Once it is imported in Shepherd's Staff it will have to be edited in Shepherd's...
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Statement signature image
For our Canadian users of Shepherd's Staff, a signature is required by the Canadian Revenue Agency on contribution statements. Shepherd's Staff provides a way for you to upload a signature image so...
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Giving by household/giver/fund
The Giving by household/giver/fund report is a versatile report that can show you giving totals by household, by contributor broken down by fund, or by fund broken down by giver. This report is hel...
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Sum by year and month
The Sum by year and month view is a view that will show you contributions for each year, broken down by month. Each year has three rows of information, Total given, Not from pledges, and From pledg...
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Sum by fund, day
The Sum by fund, day view is a view that will show you each day that you received contributions for a particular fund. This view will show you the total that you received to this fund, how much was...
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Denomination Specific Report: Annual Church Ministries Report (ACMR)
The Annual Church Ministries Report (ACMR) is exclusively used by Assembly of God churches. This report is designed specifically to assist users in filling out the report form due each year in Janu...
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Denomination Specific Report - Southern Baptist
The Annual Church Profile Report (ACP) is exclusively used by the Southern Baptist churches. This report has been designed specifically to meet the annual reporting needs of and follows the reporti...
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Denomination Specific Report: Presbyterian - PCA
The Presbyterian Statistical Report—PCA is exclusively used by the PCA churches. This report has been designed specifically to meet the annual reporting needs of and follows the reporting specifica...
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I ran the year end utility, and all my income and expense accounts have a 0 dollar balance. What happened? [FAQ]
When you run the year end utility, all income and expense accounts at the start of a new fiscal year reset to a 0 dollar balance. This is because income and expense accounts just track the incoming...
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Add/Edit a Photo in Scheduler
Throughout the Scheduler module, you may want to add a photo of an inventory item, a room, or even a contact. The process for adding these photos remains the same throughout the Scheduler module, a...