Jordan Bogart
Articles
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Update from Membership
In the Scheduler module, when you add contacts, you have the option to pull information from your Membership module to do so, and select people you already have in the Membership module. However, i...
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Task Manager
The Task Manager is a utility for creating task templates, automatically generating tasks from your templates, and completing tasks once they are done. You may also delete tasks that are no longer ...
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Optimize this database
The database optimization utility scans through the database to check the data, then compacts the database into its smallest size. This utility should be run periodically to lessen the chance of da...
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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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Treasurer's Report
The Treasurer's Report is a report format that allows you to compare your budget figures to your account actuals over a specified time period. However, the Treasurer's Report is a flexible report, ...
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Print Checks
Once you have written check transactions in Shepherd's Staff, unless the entry represented a check that you either have already written or plan to write by hand, you'll want to print that check out...
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Balance Sheet
The Balance Sheet summarizes your church's financial resources and obligations from the beginning of the finance year you select through the end of the month you select. The balance sheet is divide...
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Add/Edit AR Accounts
Every person, household, company and organization that you have Accounts Receivable (AR) with should have an AR Account within your database. This is so all AR activity can be be tracked and associ...
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Payroll Import
The Payroll Import feature of Shepherd's Staff provides a way to import payroll files from four different providers (Payroll Mate, Pay Window, Paychex and Paycor) to quickly and easily generate you...
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Add/Edit Vendors
A vendor record is necessary to keep track of what your church has paid out to various people, companies and organizations. Shepherd's Staff allows you to create a vendor record with a variety of d...