Jordan Bogart
Articles
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Explore by Behavior
The Explore by Behavior view lets you view details about how different groups of people within your database have interacted with the church, specifically if those people have been attending, commu...
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AR Statements
When using the Accounts Receivable system, you will need to generate statements so you can let those who have accounts with your organization know what they owe, and when it needs to be paid by. Sh...
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Explore by Age
The "By age" section the Explore tab of Membership breaks down the people in your database by age group. This can help you quickly find age demographic information about different groups of people ...
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Making a loan payment using a Dedicated Account [FAQ]
Many churches set aside money specifically for the repayment of loans, such as a mortgage. These churches may even take up special collections where the money collected is reserved for the purpose ...
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Sharing Favorites
When you set up a particular view or report the specific way that you want it, you may want to share this report or view with other users of Shepherd's Staff at your church, in order for another us...
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How do I show my full mortgage payment on my budget? [FAQ]
Many churches will have a mortgage payment on properties they own. Being able to accurately track the payments on your mortgage is important for budgeting, but, because your mortgage will be repres...
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Where can I find the Finance Dashboard? [FAQ]
In previous releases of Shepherd's Staff, we offered a "Dashboard" section for each module, which provided some quick, at-a-glance information for each module. As our team has gone through and rede...
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Introduction to Finance Module
The Finance module allows you to create and maintain a chart of accounts to manage the finanacial accounting needs of your church, and produce reports to inform your congregation about the financia...
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Books and Funds [FAQ]
In Shepherd's Staff, accounts are arranged in a hierarchical structure, and at the top of that hierarchy in previous versions of Shepherd's Staff was the term "Funds". In version 9.0 onward in Shep...
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Bank Account Balance Analysis
The Bank Account Balance Analysis view will let you view all uncleared transactions for a bank account. This can be very helpful for making sure what you have in the bank and what you have in Sheph...