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Jordan Bogart

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Articles

Votes on activity by Jordan Bogart
  • Renumber Giving IDs

    Giving IDs connect contributors in Shepherd's Staff with those contributors' accounts in external e-giving platforms. While these giving IDs can be updated in each record individually, Shepherd's S...

    • Edited
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    • 2 votes
  • Add/Edit Gift-in-kind

    Gift-in-kind records represent the non-monetary contributions your contributors have made to your church. This article walks you through creating gift-in-kind records. Add Gift-in-Kind To access t...

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    • 1 follower
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    • 2 votes
  • I activated my envelopes too early. What can I do? [FAQ]

    If you ran the utility to activate the new envelope numbers before you had entered all of your previous year's offerings, you can either restore the backup you made before you ran the "Start Using ...

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    • 2 votes
  • Update Enrollee Lists

    Enrollees are a feature of each event you create in Shepherd's Staff, and can be helpful when you are recording attendance batches, as they are those who attend that event most frequently. By havin...

    • Edited
    • 1 follower
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    • 2 votes
  • Touchpoints Planned

    The Touchpoints Planned grid shows all of the touchpoints that your church has planned out in advance, with details on who is going to be visiting a particular person or household, when this contac...

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    • 2 votes
  • Contribution Statements

    Contribution statements are individual reports on offerings and pledges that can be used for tax-deduction purposes. Contribution statements also have the ability to show Gifts-in-kind, and nondedu...

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    • 2 votes
  • Backing up Photos and Attachments

    Photo backups are handled by a separate utility from database backups. This is because the photos are not actually stored in the Shepherd’s Staff database. A photo backup will also back up any atta...

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    • 1 follower
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    • 2 votes
  • Export/Import Budgets

    The Budget Import/Export utility is a useful tool for quickly entering your budget. This tool will allow you to export a spreadsheet of all your Income, Expense and Dedicated accounts for the purpo...

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    • 1 follower
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    • 1 vote
  • Importing Paychex Payroll Files

    When importing payroll files, each payroll provider has its own nuances on how their payroll file will import into Shepherd's Staff. This article focuses on importing a Payroll File from Paychex. F...

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    • 1 vote
  • Where can I find the Finance Dashboard? [FAQ]

    In previous releases of Shepherd's Staff, we offered a "Dashboard" section for each module, which provided some quick, at-a-glance information for each module. As our team has gone through and rede...

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    • 1 follower
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    • 1 vote