Jordan Bogart
Articles
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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...
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Treasurer's Report
The Treasurer's Report is a report format that allows you to compare your budget figures to your account actuals over a specified time period. However, the Treasurer's Report is a flexible report, ...
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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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Vendor Activity and Summaries
The Vendor Activity and Summaries report is designed to show you information about your Vendors over a selected time period. While Shepherd's Staff does not produce W-2's or 1099's itself, the syst...
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Advanced Report Settings
Some reports require some additional setup to classify your accounts into groups before they can be run. These groupings go beyond the groupings set up within your account numbers, and look into th...
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Receipt Register
The Receipt Register report provides you with a listing of all receipts within a specified time period. You can filter this report in a few different ways, including by Bank Account or if a receipt...
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Payment Register
The Payment Register report provides you with a listing of all payments within a specified time period. You can filter this report in many different ways, including by Bank Account, Payment Method,...
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Vendor Labels
In order to reach out to your vendors, espeically for sending payment in the form of a check, you will need to be able to prepare mailing labels. The Vendor Labels report provides you a method of q...
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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...