Jordan Bogart
Articles
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Tools Tab
The Tools tab contains various utilities you can run that affect Shepherd's Staff in different ways. The tools tab also contains Contributions and Finance settings that affect those modules specifi...
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Explore by Age Group
The "Age group" view lets you view the total giving and the number of givers you have during a selected year, broken up by age group. This can help you see how different age groups of people in you...
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Asset Account View
Assets are items your congregation owns. This can include money, buildings, land, and equipment. There are generally two types of assets: current and fixed. » Current Assets Current assets are asse...
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Print Checks
Once you have written check transactions in Shepherd's Staff, unless the entry represented a check that you either have already written or plan to write by hand, you'll want to print that check out...
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Add/Edit AR Payments
AR Payments are how you fulfill transactions that have been applied to AR accounts. This article will walk you through the creation and application of these payments. Please note that you must have...
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Add/Edit Journal Entries
A journal entry can serve many different purposes in your church's accounting functions. What makes a journal entry unique from other transaction types is that you have direct control of whether an...
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Pledge progress
The Pledge progress report provides a report that will let you see how your contributors are coming along with their pledges. This report will show you how much a person has pledged (committed to g...
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Import from Web Tools
The Web Tools feature of Shepherd's Staff allows you to enter contribution batches, even when you're away from the church. When you get back to church, you'll then be able to download your contribu...
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Attach offerings to pledges
In order to count towards a pledge, an offering record must be attached to that pledge. This happens automatically when an offering is entered as part of an offering batch and the contributor selec...
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Add/Edit Fund
In order to record offerings, you'll first need to have contribution funds to record those offerings to. The article below walks you through how to add and edit fund records. Add Fund To access th...