Jordan Bogart
Articles
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Reopen Finance Year
Shepherd's Staff gives you the ability to reopen a closed finance year. When you close your finance year, it makes it so that you can no longer create, edit, or delete transactions from the finance...
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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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Budget Import & Export
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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Ledger Line Search
Going a step beyond the activity search view, the ledger line search view allows you to search for individual line items within transactions. This can be helpful when trying to track down why a par...
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Activity Search
The Activity Search view shows all transactions over a 36 Month time period (by default) and is set up so you can search through all transactions during this time to find a particular transaction y...
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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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Budget vs. Actual
The Budget vs. Actual view will provide you with some details of your budgeted accounts. Specifically, it can show you your budgets, actuals and budget less actual for various combinations of your ...
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Finance Tools/Settings
The "Tools/Settings" tab of the Finance module in Shepherd's Staff contains options that will affect your finance module as a whole. There are separate articles for the tools under Finance year, Ba...
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Budgeting
The Budgeting window will let you view and edit the budgets for each of your income, expense and dedicated accounts. Budgets are a useful tool when it comes to planning out your finances for your c...
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Reprint a Reconciliation Report
When running your Bank Account Reconciliation, you typically will want to print a reconciliation report before posting your reconciliation. If you miss this step, Shepherd's Staff does offer a way ...