Jordan Bogart
Articles
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Create a Chart of Accounts
The next step is to add accounts to your fund(s). You have six types of accounts from which to choose—Assets (type 1), Liabilities (type 2), Equity (type 3), Income (type 5), Expense (type 6), and ...
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Pledges
Though not required, many churches use a system of pledges. These are commitments made by contributors to give a certain amount over a certain time period in specific increments (weekly, monthly, a...
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Reports
Shepherd’s Staff contains hundreds of reports to help oversee every aspect of your church. The Membership module has reports to help manage everything from Mailing Labels to visits. We will show ju...
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Select a Church
If you are using multiple databases, you can toggle between them by using the “Switch database” utility. This utility can also help if you accidentally get connected to the wrong database and need ...
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Program Settings and the Church Tab
The Program Settings window is where you find information and options for the Shepherd's Staff database you are currently logged into. You can access this window by clicking on "System" in the uppe...
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School Tab
The School Tab is for use primarily with the Accounts Receivable system within the Finance module. Below is a brief explanation on what information should be filled out in each field.School name - ...
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Multi-Purpose Check-In
Shepherd’s Staff Check-In is also used for securely checking in children for childcare during a church service and provides verification at pick-up time to make sure the correct person is picking u...
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Account and Trial Balance
The Account and Trial Balance report provides you with the balances of each account in your finance module as of the end of whichever month you select, the beginning of your fiscal year and your cu...
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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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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...