Jordan Bogart
Articles
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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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Add/Edit Books/Funds
The first step in getting started in the finance module is to create a Book (or Fund, depending on your wording choice - see our article Books and Funds). While most churches won't have the need to...
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Check Payments
A check payment is any disbursement of money from a bank account for which a physical check is written. They are similar to deposits in that one side of the transaction will always include the bank...
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Email Contribution Statements
If you wish to email your contribution statements, there is a little setup involved before you can begin. First, complete the steps in the “Setting up Email” article. This will make sure you have a...
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Entering Contributions
Entering Offering Batches is similar to how you enter offerings in Shepherd's Staff. It is a simplified and easy to use version of the Offering batches screen. Entering a name or envelope number i...
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Do not use nicknames in envelope names
The "Do not use nicknames in envelope" names feature will make sure that only legal names are used when looking at envelope names in the Contributions module. This would include on the Contributors...
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Handling Marriages
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...
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Top givers
The Top Givers view allows you to see the top "X" number of givers to a particular fund or set of funds. This view can be handy, as your church may want to somehow recognize these contributors, or ...
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Sum by fund, year
The Sum by fund, year view is a view that will show you total contributions to each fund for each year. The view will show the year, the fund, the number of contributors you had to that fund during...
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Events Report
The Events report lets you see a listing of events over a particular time period, or all the details about one specific event in the future or past. This can be useful to see who and what is going ...