Jordan Bogart
Articles
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Renumber Envelopes
Many churches will go through an envelope renumbering process at year-end to consolidate their envelope numbers. Shepherd's Staff offers an envelope renumbering utility that will help prepare these...
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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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Denomination Specific Report: United Methodist Tables I/II/III
The United Methodist Tables I/II/III report is exclusively used by the United Methodist Church. The United Methodist Tables I, II & III Report has been designed specifically to meet the annual rep...
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Deceased spouses are still showing up on my contribution statements [FAQ]
When a person on a joint envelope passes away, they are not automatically removed from their envelope. This gives you the opportunity to print a final contribution statement with both people on it....
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Add Person
There are two different ways to add person records: » Go to the Individuals Grid and click the Add button » When you are first creating a household add in each person you want to include in the hou...
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Upload Your Backup to CTS
Concordia Technology Solutions (CTS) recommends that you always keep an off-site backup located on a separate external hard drive, CD-ROM, or USB thumb drive. This allows the data to be recovered i...
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Handling Credit Cards [FAQ]
Using Credit Cards can be a little tricky from a financial accounting perspective. However, there is a process that you can follow that will let you accurately track your payments you make with a c...
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Budget Income Accounts
Budgeting provides a projection of what's to come for your church financially. When thinking about budgeting income, what we're doing is providing a projection of how much money the church will be ...
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Create attendance batches when posting offering batches
The Contributions module of Shepherd's Staff has the ability to create a batch in the Attendance module that will include all of the people who contributed in an offering batch you create for a par...
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Attach offerings to pledges
In order to count towards a pledge, an offering record must be attached to that pledge. This happens automatically when an offering is entered as part of an offering batch and the contributor selec...