Jordan Bogart
Articles
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Recalculate Beginning Balances
The Recalculate Beginning Balances utility is designed to review the ending balances of each of your Asset, Liability, Equity and Dedicated accounts from your previous fiscal year, and update your ...
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How do I show my full mortgage payment on my budget? [FAQ]
Many churches will have a mortgage payment on properties they own. Being able to accurately track the payments on your mortgage is important for budgeting, but, because your mortgage will be repres...
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Books and Funds [FAQ]
In Shepherd's Staff, accounts are arranged in a hierarchical structure, and at the top of that hierarchy in previous versions of Shepherd's Staff was the term "Funds". In version 9.0 onward in Shep...
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Security Tab
The Security tab is where you can manage the users of Shepherd's Staff. Here, you can add new users, edit existing users, or delete users you no longer want to have access to the system. The view s...
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Program Tab
The program tab is where you can view several pieces of information about your installed version of Shepherd's Staff, as well as the database you're currently connected to. This window for the most...
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Program Settings and the Church Tab
The Program Settings window is where you find information and options for the Shepherd's Staff database you are currently logged into. You can access this window by clicking on "System" in the uppe...
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Registering Your Database
Registering your database is required if you plan to use WebTools or upload a backup to CTS for safekeeping. Doing this will also tell you if you have an active or expired support contract. It will...
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Tools Tab
The Tools tab contains various utilities you can run that affect Shepherd's Staff in different ways. The tools tab also contains Contributions and Finance settings that affect those modules specifi...
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Where can I find the Finance Dashboard? [FAQ]
In previous releases of Shepherd's Staff, we offered a "Dashboard" section for each module, which provided some quick, at-a-glance information for each module. As our team has gone through and rede...
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Add Attachments to Transactions
At times, you may find yourself wanting to provide more details or context to a transaction that you've created. Shepherd's Staff allows you to add attachments to transactions, such as images or PD...