Jordan Bogart
Articles
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Explore by Yearly Giving
The "Yearly giving" view lets you view the total giving, number of givers or amounts given to a pledge for each year over the number of years you select. This can be helpful for comparing giving ye...
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Multi-Add for Completed Touchpoints
At times, you may want the ability to record a group of completed touchpoints all at once, such as noting that you sent out a mass email or mailing to a group of your members. The "Multi-Add' funct...
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Reopen Finance Year
Shepherd's Staff gives you the ability to reopen a closed finance year. When you close your finance year, it makes it so that you can no longer create, edit, or delete transactions from the finance...
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Income Statement
The Income Statement is a report that shows the actuals for specifically income and expense accounts over a selected time period. This report will let you see both year-to-date and monthly time per...
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AR Payments
When an AR transaction is created for an AR account, that transaction eventually must be paid by that AR account. The AR Payments grid is where the payments made to fulfill these transactions are c...
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Journal Entries
Journal entries can be used to complete a variety of different functions in your Financial Accounting. Often times, they are used to record interest on a bank account, recording bank fees or fixing...
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Renumber Giving IDs
Giving IDs connect contributors in Shepherd's Staff with those contributors' accounts in external e-giving platforms. While these giving IDs can be updated in each record individually, Shepherd's S...
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Funds
A Contribution Fund is any specific area of the church for which money is donated. Some churches may have over a hundred different Contribution Funds, while other churches may just have a few. Ther...
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Add/Edit Maintenance
Whenever maintenance is performed on an item or vehicle at your church, a corresponding maintenance record should be created in Shepherd's Staff. We'll walk through the steps of adding a maintenanc...