Jordan Bogart
Articles
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Budget Worksheet
The Budget Worksheet report is a tool you can use to help you see how you are utilizing your budget for your current year, and utilize this information to help you come up with a budget for your ac...
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Add/Edit Students/Children
Students/Children belong to A/R accounts. An A/R account can have multiple children associated with a single account as, for example, a family may have more than one child or student enrolled at yo...
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Add/Edit Accounts
The foundation of a church's accounting is a chart of accounts, and in order to create a chart of accounts, you must create various accounts that help you track the church's money. The steps below ...
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Charge Account Payments
A Charge Account Payment is a disbursement of money from a charge account. Unlike other payment types, instead of being charged to a bank account, this is charged against a charge account, which is...
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How do I give a new Member an Envelope? [FAQ]
When you add a new person in the Membership module, whether they are a member or not, if this person will be contributing to your church on a regular basis, you will need to give them an envelope n...
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Statement signature image
For our Canadian users of Shepherd's Staff, a signature is required by the Canadian Revenue Agency on contribution statements. Shepherd's Staff provides a way for you to upload a signature image so...
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Recreating a Batch Report
If you need to print a Batch report from a posted Batch, you can do that directly in the batches window. The batches window has a filter to show you only your posted batches, so you can use this to...
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Deaths
When the death of a contributor happens, the criteria that affects the process going forward depends on whether or not there is a surviving spouse. If there is a surviving spouse, we will want to s...
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Envelope box export
The Envelope box export report is used if you order your envelopes from printing companies. This report can produce an excel or CSV file that you can then provide to your printing company to print ...
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Giving ranges
The Giving ranges view allows you to see both total and individual giving in dollar ranges that you specify over the period of time you specify. This is helpful to be able to see how many givers yo...