Jordan Bogart
Articles
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Reset Utility
The “Reset window sizes and settings” utility allows you to reset screen sizes, sort orders, and user preferences. This will allow you to return these items back to the system default if you have c...
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Explore by Contributors
The Contributors section of the "Explore" tab in the Contributions module of Shepherd's Staff allows you to quickly see totals of different categories of contributors, as well as see your annual gi...
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Export/Import Budgets
The Budget Import/Export utility is a useful tool for quickly entering your budget. This tool will allow you to export a spreadsheet of all your Income, Expense and Dedicated accounts for the purpo...
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Dedicated Accounts
The Dedicated Accounts report shows you a more in-depth look at your Dedicated Accounts, displaying the Beginning Balance for the finance year you selected, the amount of money brought in and the a...
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Bank Statement Reconciliation
The Bank Statement Reconciliation utility is a way for you to double-check your transactions that you have entered into Shepherd's Staff against what your bank has applied to your bank account. She...
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AR Account Relationship to Student/child
Frequently, a single AR account may have multiple people it is responsible for, especially in the context of a school or daycare. In order to accommodate this, we allow multiple student/child recor...
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Budget vs. Actual
The Budget vs. Actual view will provide you with some details of your budgeted accounts. Specifically, it can show you your budgets, actuals and budget less actual for various combinations of your ...
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Beginning Balance Lock
Beginning balances are a critical detail of any account that retains its balance from year to year. These accounts include Asset, Liability, Equity, and Dedicated accounts. A beginning balance is s...
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Chart of Accounts
The Chart of Accounts report will let you get a listing of all of, or just a selected listing of your accounts, organized by account type, major group, and minor group. Additionally, this listing c...
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Envelope reference
The Envelope reference report can provide two different reports. The first of these is the Envelope cross-reference report. This report will show you a listing of all your envelopes that aren't ski...