Jordan Bogart
Articles
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Add/Edit Transactions
Transactions are what allow you to charge your AR Accounts for the fees and items that they have purchased. This article will walk through the creation of these transactions. Please note that you n...
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Add/Edit Students/Children
Students/Children belong to A/R accounts. An A/R account can have multiple children associated with a single account as, for example, a family may have more than one child or student enrolled at yo...
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Add/Edit AR Accounts
Every person, household, company and organization that you have Accounts Receivable (AR) with should have an AR Account within your database. This is so all AR activity can be be tracked and associ...
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Transactions
Transactions are the way you can charge your AR accounts for the various fees or items that they have purchased with your organization. Transactions must be generated before payments can be process...
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Students/Children
The Students/children tab of the Receivables section of the Finance module allows you to review all the children associated AR accounts. These records are associated with the Membership module of S...
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AR Accounts
The AR Accounts window is where you can view, add, edit, and delete any AR accounts in the Finance module of Shepherd's Staff. You can also generate statements for any of your AR acccounts here as ...
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Add/Edit Purchase Orders
Your church may have a formal approval process for the purchase of some items and services, especially when these items are of a higher cost. The Purchase Order (PO) system in Shepherd's Staff stan...
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Statement of Activities
The Statement of Activities report will provide you with a summary, by account grouping or by individual accounts, of all activity on your income, expense and dedicated accounts. In order to use th...
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Statement of Financial Position
The Statement of Financial Position report provides a summary, by account grouping, or by individual accounts, of your Asset, Liability and your Net Asset accounts over the selected year and the pr...
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Statement of Functional Expenses
The Statement of Functional Expenses provides you with a breakout of expenses by minor group, and optionally by account, organized into the account groups you set up in Advanced Report Settings. Be...