Jordan Bogart
Articles
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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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Purchase Orders
Shepherd's Staff offers a Purchase Order (PO for short) system that allows you to manage requests for purchasing items and services, the approval of those requests, the issuing of those requests to...
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Vendors
A vendor is any person, company or organization who receives a check, payment or other disbursement from your congregation, including employees. You must have a Vendor record for that vendor to be ...
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Add/Edit Journal Entries
A journal entry can serve many different purposes in your church's accounting functions. What makes a journal entry unique from other transaction types is that you have direct control of whether an...
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Journal Entries
Journal entries can be used to complete a variety of different functions in your Financial Accounting. Often times, they are used to record interest on a bank account, recording bank fees or fixing...
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Payments
The Payments window is where you can view, add, edit, copy and delete any payments in the finance module of Shepherd's Staff. There are filters in this view to control which Book and bank account y...
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Beginning Balance Lock
Beginning balances are a critical detail of any account that retains its balance from year to year. These accounts include Asset, Liability, Equity, and Dedicated accounts. A beginning balance is s...
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Add/Edit Books/Funds
The first step in getting started in the finance module is to create a Book (or Fund, depending on your wording choice - see our article Books and Funds). While most churches won't have the need to...
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Books/Funds
In Shepherd's Staff, a book or fund is defined as a collection of accounts that represent the financial framework of an organization. Known exclusively as a Fund in previous versions of Shepherd's ...
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Asset Account Activity View
Sometimes, it can be helpful to get a closer look at a particular account. The Asset Account Activity view can help you see all the transactions and see monthly totals for a particular asset accoun...