Jordan Bogart
Articles
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Handling Marriages
When a couple gets married, that couple must decide if they want their year-end statements that year to include both of their names or if they just want to stay separate for the rest of the year. I...
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Start using the Next Year envelopes
This is the second half of the Envelope Renumbering process, which takes place after the beginning of your new year. If you have not renumbered your envelopes yet, please check out the "Renumber Ne...
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Introduction to Maintenance
With many different items and vehicles within your church, it is inevitable that, over time, these items and vehicles will need repairs, or regular service performed in order to keep these things i...
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Envelope box export
The Envelope box export report is used if you order your envelopes from printing companies. This report can produce an excel or CSV file that you can then provide to your printing company to print ...
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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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Delete Contributor
When contributors are no longer being used, they are set to be “Skipped” and they get assigned an envelope number in the 10,000 range. It’s recommended that you leave these contributors there as th...
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Add/Edit Offering
Offering records represent the contributions your contributors have made to your church. This article walks you through creating and editing individual offering records. Note: If you're trying to a...
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Can I enter transactions for my new fiscal year before I've closed my previous fiscal year? [FAQ]
Yes, you can enter transactions for your new fiscal year before closing your previous fiscal year. Shepherd's Staff doesn't consider when a transaction was entered, just what date it was entered fo...
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To-Do List
The To-Do List is where church workers go to find their tasks. If you are the Office Manager, you can use the To-Do List to keep track of everyone’s tasks. The To-Do List is located on the Central...
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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 ...