Jordan Bogart
Articles
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How does the Distribute function work in offering batch entry? [FAQ]
When you are entering an offering batch, you might notice a "Distribute" button next to the "Add" button when entering offerings for some of your givers. This "Distribute" button is a function spec...
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How can I give a user the ability to send emails from Shepherd's Staff? [FAQ]
What a user can do in Shepherd's Staff is controlled by the permissions set up on their login, and this includes the ability to send emails from Shepherd's Staff. With that in mind, if you want a p...
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Why do my Vanco offerings say "Invalid Fund" or "Invalid Envelope"? [FAQ]
When using the Vanco import utility, there are a few nuances you need to be aware of so Shepherd's Staff can make the connection between offerings given in your church's Vanco account and the contr...
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How can I transfer money between accounts [FAQ]
At times, you may find yourself needing to move money between accounts. Typically, this will be between accounts of the same type, usually to correct a mistake on a transaction that is no longer av...
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How can I transfer money between Bank Accounts? [FAQ]
Moving money between your Asset accounts works a little differently transferring money between other account types, specifically because of the implications it will have on your Bank Account Reconc...
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Handling Credit Cards [FAQ]
Using Credit Cards can be a little tricky from a financial accounting perspective. However, there is a process that you can follow that will let you accurately track your payments you make with a c...
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Finance Tools/Settings
The "Tools/Settings" tab of the Finance module in Shepherd's Staff contains options that will affect your finance module as a whole. There are separate articles for the tools under Finance year, Ba...
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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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Budgeting
The Budgeting window will let you view and edit the budgets for each of your income, expense and dedicated accounts. Budgets are a useful tool when it comes to planning out your finances for your c...
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AR Accounts
The AR Accounts window is where you can view, add, edit, and delete any AR accounts in the Finance module of Shepherd's Staff. You can also generate statements for any of your AR acccounts here as ...