Jordan Bogart
Articles
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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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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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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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Bank Account Balance Analysis
The Bank Account Balance Analysis view will let you view all uncleared transactions for a bank account. This can be very helpful for making sure what you have in the bank and what you have in Sheph...
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Bank Statement Reconciliation
The Bank Statement Reconciliation utility is a way for you to double-check your transactions that you have entered into Shepherd's Staff against what your bank has applied to your bank account. She...
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Close Finance Year
The "Close finance year" utility will perform the necessary functions to close your current fiscal year and open the new one. Specifically, this utility will create the beginning balances for your ...
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Period Analysis
The Period Analysis tool allows you to review your Income, Expense, Dedicated in and Dedicated out over monthly, quarterly or calendar year time periods across multiple calendar years. This is usef...
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Add Attachments to Transactions
At times, you may find yourself wanting to provide more details or context to a transaction that you've created. Shepherd's Staff allows you to add attachments to transactions, such as images or PD...
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Income Statement
The Income Statement is a report that shows the actuals for specifically income and expense accounts over a selected time period. This report will let you see both year-to-date and monthly time per...
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Account and Trial Balance
The Account and Trial Balance report provides you with the balances of each account in your finance module as of the end of whichever month you select, the beginning of your fiscal year and your cu...