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Jordan Bogart

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Votes on activity by Jordan Bogart
  • Church Tab

    The Church tab contains the person’s church-related information including their membership, important dates, involvement within the church, and even the person’s envelope number.  Note: The envelop...

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    • 1 vote
  • Mailing Labels

    Printing labels is one of the most frequent tasks you will undertake in Shepherd’s Staff. Knowing this, we have made an easy-to-use report for accomplishing this task. To access the mailing labels ...

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    • 2 followers
    • 1 comment
    • 1 vote
  • Clean-Up Utility

    At the year-end, you may find yourself wanting to get rid of older data in your Attendance module. If this is the case, you can run the clean-up utility in the attendance module to get rid of data ...

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  • Add/Edit Baptism

    Adding Baptisms to the Baptism view can be accomplished by opening the Baptism view, clicking the add button at the bottom of the grid, and filling in each piece of information that the next window...

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  • Touchpoints Planned

    The Touchpoints Planned grid shows all of the touchpoints that your church has planned out in advance, with details on who is going to be visiting a particular person or household, when this contac...

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  • The Lists Grid

    Lists inside of Shepherd's Staff represent many different ideas, from the activities in the church one is a associated with to the Sunday School Grade one is a part of. The Lists grid organizes all...

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  • Roll Back Fiscal Year

    When you get to the end of your year-end process, it's possible that you might have missed some transactions, or maybe you need to get a report from a previous fiscal year that you missed. Rolling ...

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    • 1 vote
  • Deactivate unused accounts

    Over time, you may have accounts on your chart of accounts that you no longer find yourself using. In this situation, you may want to clean up some of the accounts that are no longer being used, an...

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    • 1 vote
  • Statement of Income and Expense

    The Statement of Income and Expense Report is a summary of your church’s receipts and disbursements, and the difference between the two. This report is important to run before you run the year-end ...

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    • 1 vote
  • Statements

    One reason to use the Contributions module is to provide giving statements at year-end for tax deduction purposes. Shepherd’s Staff offers several options for providing giving statements. The most ...

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    • 1 vote