Jordan Bogart
Articles
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Clean up your Finance Data
The "Clean up your finance data" utility will allow you to delete records permanently from your Finance module. This utility is not required to be run for year end. Typically, we do not recommend d...
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Reopen the Last Reconciliation
Shepherd's Staff will allow you to reopen the last reconciliation you posted. When you post a bank account reconciliation, every transaction that you marked as being cleared will essentially be loc...
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Period Analysis
The Period Analysis tool allows you to review your Income, Expense, Dedicated in and Dedicated out over monthly, quarterly or calendar year time periods across multiple calendar years. This is usef...
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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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Transactions
Transactions are the way you can charge your AR accounts for the various fees or items that they have purchased with your organization. Transactions must be generated before payments can be process...
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Move Accounts
At times, you may find that the structure of your chart of accounts shifts at your church. You may need accounts to fall under a different grouping than they did in the past. Shepherd's Staff has a...
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Receipts
Receipts represent any money the church has received into one of its asset accounts, typically in the form of a deposit, though it could represent receiving money in other ways, such as a refund. T...
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Giving by month/year/fund
The Giving by month/year report is useful for making comparisons between months, between years, and between funds in those time periods. This report will let you select a group of people, a date ra...
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Import from other giving source
The Import from other giving source utility allows you to import offerings from a CSV or TXT file. This is useful if you use an e-giving platform other than Vanco, as this will give you an option t...
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Autonumber Envelopes
Renumbering envelopes for the next year is a common task that many churches will perform at the end of the year. While you do have the option of manually assigning envelope numbers for next year, i...