Jordan Bogart
Articles
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Dedicated Account Activity View
Sometimes, it can be helpful to get a closer look at a particular account. The Dedicated Account Activity view can help you see all the transactions and see monthly totals for a particular Dedicate...
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Expense Account Activity View
Sometimes, it can be helpful to get a closer look at a particular account. The Expense Account Activity view can help you see all the transactions and see monthly totals for a particular expense ac...
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Add/Edit Recurrent Journal Entry
There are two ways to create recurrent journal entries. This article will walk through both methods, as well as walking through how to edit already existing recurrent journal entries. Any receipt c...
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Add/Edit Recurrent Receipt
There are two ways to create recurrent receipts. This article will walk through both methods, as well as walking through how to edit already existing recurrent receipts. Any receipt can be made int...
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Add/Edit Recurrent Payments
There are two ways to create recurrent payments. This article will walk through both methods, as well as walking through how to edit already existing recurrent payments. Any payment can be made int...
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Recurrent Transactions
When you work in the Finance module from month to month, you will find that many transactions repeat on a regular basis. In order to save time, Shepherd's Staff will allow you to create recurrent t...
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Add/Edit Vendors
A vendor record is necessary to keep track of what your church has paid out to various people, companies and organizations. Shepherd's Staff allows you to create a vendor record with a variety of d...
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General Ledger
The General Ledger report is a report that will show you for each account you include, that account's balance at the start of the time period you select, the change in that account, either summariz...
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Dedicated Accounts
The Dedicated Accounts report shows you a more in-depth look at your Dedicated Accounts, displaying the Beginning Balance for the finance year you selected, the amount of money brought in and the a...
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Budget Worksheet
The Budget Worksheet report is a tool you can use to help you see how you are utilizing your budget for your current year, and utilize this information to help you come up with a budget for your ac...