Jordan Bogart
Articles
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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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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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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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The Accounts Tree
The Accounts Tree gives you a top-down display of your chart of accounts. You can see a visual representation of how your chart of accounts breaks down by account types, major groups and minor grou...
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EFT Payments
An EFT (Electronic Funds Transfer) payment is any disbursement of money from a bank account that is processed electronically. This is typically through either a debit card, direct deposit to employ...
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Editing a Batch in Webtools
Editing a batch can be done at any time in WebTools as long as the batch has not been imported into Shepherd's Staff. Once it is imported in Shepherd's Staff it will have to be edited in Shepherd's...
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Create attendance batches when posting offering batches
The Contributions module of Shepherd's Staff has the ability to create a batch in the Attendance module that will include all of the people who contributed in an offering batch you create for a par...
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Divorce (or Separation)
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...
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Envelope box labels
The Envelope box labels report will generate labels that will list either the current or upcoming envelope number for each contributor. This report is especially useful when distributing your envel...
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Batch Posting
After an offering batch has been created, either by creating the batch manually, bringing the batch in from WebTools, or importing from an external source, to get the offerings inside the batch to ...