Add/Edit Recurrent Payments

1. Finance
2. Activity

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...

• Edited September 22, 2023 20:42
• 1 follower
• 0 comments
• 1 vote

Rebuild envelope names

1. Contributions
2. Tools/Settings

If you ever notice that the name on a contributor's envelope doesn't match what you have entered in your Membership module, the Rebuild envelope names utility can correct this issue. While this is ...

• Edited September 02, 2022 16:27
• 1 follower
• 0 comments
• 1 vote

Accessing WebTools

1. Contributions
2. Webtools

Overview Every Shepherd's Staff® customer who has an active support contract has the option of accessing their own secure WebTools site. The data kept in WebTools is safe, and only those individual...

• Edited October 24, 2022 14:26
• 1 follower
• 0 comments
• 1 vote

Handling Marriages

1. Contributions
2. Updating Data

When a couple gets married, that couple must decide if they want their year-end statements that year to include both of their names or if they just want to stay separate for the rest of the year. I...

• Edited May 04, 2022 12:55
• 1 follower
• 0 comments
• 1 vote

Divorce (or Separation)

1. Contributions
2. Updating Data

In divorce situations, communication with the Contributors is important. Often one of the Contributors leaves the church. Other times, both Contributors stay at the church but with different Envelo...

• Edited October 19, 2023 12:50
• 1 follower
• 0 comments
• 1 vote

Combine contributions for two envelopes

1. Contributions
2. Tools/Settings

You may encounter a situation where you need to take all the offerings and pledges from one envelope and move them to another. A common situation where this can happen is when a couple gets married...

• Edited May 04, 2022 12:55
• 1 follower
• 0 comments
• 1 vote

Clean up your contributions data

1. Contributions
2. Tools/Settings

Though it is not required by Shepherd's Staff, you might wish to remove old data from your contributions module to clean up your database. The "Clean up your contributions data" utility allows you ...

• Edited May 04, 2022 12:55
• 1 follower
• 0 comments
• 1 vote

Contribution statements

1. Contributions
2. Reports

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...

• Edited December 23, 2022 20:54
• 1 follower
• 0 comments
• 1 vote

Add/Edit Pledge

1. Contributions
2. Giving

In order for offerings given towards a pledge to count for a pledge, the pledge record must be recorded first. The article below walks through how you can add and edit pledge records. Note: If a co...

• Edited August 31, 2022 20:19
• 1 follower
• 0 comments
• 1 vote

Giving Patterns

1. Contributions
2. Analysis

The Giving Pattern view allows you to analyze your offerings in many different ways, such as finding out your average giving per month or looking at the number of offerings you received from each g...

• Edited September 01, 2022 20:43
• 1 follower
• 0 comments
• 1 vote