Jordan Bogart
Articles
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All Accounts View
The All Accounts View presents your chart of accounts in a grid format, providing information beyond just the name and account number. This view is helpful for getting a more detailed overview of y...
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Move Accounts
At times, you may find that the structure of your chart of accounts shifts at your church. You may need accounts to fall under a different grouping than they did in the past. Shepherd's Staff has a...
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Add/Edit Accounts
The foundation of a church's accounting is a chart of accounts, and in order to create a chart of accounts, you must create various accounts that help you track the church's money. The steps below ...
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The Accounts Tree
The Accounts Tree gives you a top-down display of your chart of accounts. You can see a visual representation of how your chart of accounts breaks down by account types, major groups and minor grou...
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Income Account Activity View
Sometimes, it can be helpful to get a closer look at a particular account. The Income Account Activity view can help you see all the transactions and see monthly totals for a particular income acco...
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Equity Account Activity View
Sometimes, it can be helpful to get a closer look at a particular account. The Equity Account Activity view can help you see all the transactions and see monthly totals for a particular equity acco...
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Liability Account Activity View
Sometimes, it can be helpful to get a closer look at a particular account. The Liability Account Activity view can help you see all the transactions and see monthly totals for a particular liabilit...
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Add Additional Vendor Contacts
With some of your vendors, you may have specific contacts that your church works with. In that case, you may want to keep that person's contact information associated with the vendor. Shepherd's St...
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Chart of Accounts
The Chart of Accounts report will let you get a listing of all of, or just a selected listing of your accounts, organized by account type, major group, and minor group. Additionally, this listing c...
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Budget Dedicated Accounts
Budgeting provides a projection of what's to come for your church financially. Budgeting dedicated accounts is something that some churches may choose to do or not, depending about how the money fr...