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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Receipt Register
The Receipt Register report provides you with a listing of all receipts within a specified time period. You can filter this report in a few different ways, including by Bank Account or if a receipt...
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Add/Edit Items/Charges/Fees
In order to properly invoice an AR Account for items provided or services rendered, first, you need to create Items, Charges or Fee records to apply to a transaction to generate an invoice for that...
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Vendors
A vendor is any person, company or organization who receives a check, payment or other disbursement from your congregation, including employees. You must have a Vendor record for that vendor to be ...
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Clean up your contributions data
Though it is not required by Shepherd's Staff, you might wish to remove old data from your contributions module to clean up your database. The "Clean up your contributions data" utility allows you ...
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Contributors
In Shepherd’s Staff, Contributor Records are used to track and report giving for one or two individuals. In order to accomplish this, Contributor Records associate a person record from Membership w...
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Consistent Data Entry
The power of Shepherd’s Staff comes not only from its ability to keep and track data but also from the ability to find and report data. In order to get the most out of these abilities, it is impera...
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Add/Edit Loans
Whenever an item from your church's inventory is loaned out, a loan record should be created to keep track of who and where that item is located. Below, we'll walk through adding and editing loan r...
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Church Statistics
The Church Statistics Report provides you with geographic and demographic information about your congregation. When preparing your Church Statistics reports, you first must define what a member of...
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View the Person Archive
The Person Archive is an area of Shepherd's Staff where records deleted directly from the Individuals view are placed. These people are not counted in any reports, will not appear in any subgroup, ...