Jordan Bogart
Articles
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Denomination Specific Report: Lutheran - ELCA
The Congregation Annual Report (ELCA) is exclusively used by Evangelical Lutheran Church in America member churches This report is designed specifically to assist users in filling out the yearly C...
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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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Managing a Divorce
In order to manage a divorce in your database, you will need to know the answers to the following questions: » Is one of the parties staying at their current residence? If so, then that party’s Per...
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Books and Funds [FAQ]
In Shepherd's Staff, accounts are arranged in a hierarchical structure, and at the top of that hierarchy in previous versions of Shepherd's Staff was the term "Funds". In version 9.0 onward in Shep...
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How can I transfer money between accounts [FAQ]
At times, you may find yourself needing to move money between accounts. Typically, this will be between accounts of the same type, usually to correct a mistake on a transaction that is no longer av...
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How can I transfer money between Bank Accounts? [FAQ]
Moving money between your Asset accounts works a little differently transferring money between other account types, specifically because of the implications it will have on your Bank Account Reconc...
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Vendor Activity and Summaries
The Vendor Activity and Summaries report is designed to show you information about your Vendors over a selected time period. While Shepherd's Staff does not produce W-2's or 1099's itself, the syst...
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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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Charge Account Payments
A Charge Account Payment is a disbursement of money from a charge account. Unlike other payment types, instead of being charged to a bank account, this is charged against a charge account, which is...