Mailing Information Tab

1. Membership
2. Households

The Mailing Information Tab of a household record contains fields that designate how a household is addressed when it comes to form letters and mailing labels. You can also designate if a household...

• Edited October 30, 2020 17:58
• 1 follower
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• -3 votes

Ministry Tab

1. Membership
2. Individuals

The Ministry Tab provides a listing of each touchpoint, planned and completed that are associated with an individual. This view provides information on when, what category of touchpoint it was/will...

• Edited September 27, 2022 20:05
• 1 follower
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• -1 votes

Inactivity

1. Membership
2. Ministry

The Inactivity view allows you to search for people, based on specific criteria that would make them be considered inactive by your church, and get information on when these people have last contri...

• Edited August 22, 2025 19:46
• 1 follower
• 0 comments
• -5 votes

Distinct Yearly Totals

1. Attendance
2. Attendance

The "Distinct Yearly Totals" view provides a listing of all years attendance has been recorded in Shepherd's Staff and provides the number of unique people who attended across worship types, broken...

• Edited July 23, 2025 20:51
• 1 follower
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Combine Transactions for Two Vendors

1. Finance
2. Tools/Settings

The "Combine Transactions for Two Vendors" utility will allow you to move all transactions from one vendor to another. This can be useful if multiple copies of a vendor were accidentally created, a...

• Edited September 22, 2023 21:00
• 1 follower
• 0 comments
• 1 vote

Journal Entry Register

1. Finance
2. Other Reports

The Journal Entry Register report provides you with a listing of all journal entries within a specified time period. This report can be helpful to provide a detailed record of journal entries that ...

• Edited September 22, 2023 20:50
• 1 follower
• 0 comments
• -1 votes

Money on Account

1. Finance
2. Receivables

Money on account represents a pre-payment of transactions by an AR account. This money can then be applied towards payments for that AR account.  To access the "Money on Account" grid, click on th...

• Edited September 22, 2023 21:02
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• 0 comments
• 0 votes

Liability Account Activity View

1. Finance
2. Accounts

Sometimes, it can be helpful to get a closer look at a particular account. The Liability Account Activity view can help you see all the transactions and see monthly totals for a particular liabilit...

• Edited September 22, 2023 20:14
• 1 follower
• 0 comments
• -1 votes

Add/Edit Vendors

1. Finance
2. Activity

A vendor record is necessary to keep track of what your church has paid out to various people, companies and organizations. Shepherd's Staff allows you to create a vendor record with a variety of d...

• Edited August 22, 2025 17:52
• 1 follower
• 0 comments
• -8 votes

Combine contributions for two envelopes

1. Contributions
2. Tools/Settings

You may encounter a situation where you need to take all the offerings and pledges from one envelope and move them to another. A common situation where this can happen is when a couple gets married...

• Edited May 04, 2022 12:55
• 1 follower
• 0 comments
• 0 votes