Jordan Bogart
Articles
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Advanced Report Settings
Some reports require some additional setup to classify your accounts into groups before they can be run. These groupings go beyond the groupings set up within your account numbers, and look into th...
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Add/Edit Money on Account
Money on account records can be created to represent money paid in advance by an AR account to be applied towards payments for transactions. This article will walk through the creation of these rec...
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Swap contributions for two envelopes
You may encounter a situation where you had two givers' envelopes transposed, and each giver has been getting credit for the other's offerings. In this case, there may be several offerings that nee...
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Pledges
A pledge is a record you can enter for a contributor that lets that contributor establish a giving goal to a particular fund over a specific period of time. Pledges help the church in setting budge...
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Statistics: Denomination Specific Report: Lutheran - WELS
The Congregation Statistics Report (WELS) is exclusively used by churches of the Wisconsin Evangelical Lutheran Synod. This report is designed specifically to assist users in submitting their stati...
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Favorites
Overview The favorites panel allows you to save the actions, views and reports you use most frequently in Shepherd's Staff. This window can be displayed or hidden by clicking the star icon on the r...
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Household Other Tab
The Household Other Tab is a place to put in information for custom fields. You can customize the names of these fields in the "Customize field names section" of the Tools/Settings tab of the Membe...
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Church Register Custom Field
The Custom Field view in the Church Register section of the Membership module is a space where you can enter additional data on an event of your choosing that occurred at your church. This includes...
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WebTools Sync
Keeping your database synced with WebTools is important if you use the Web Tools feature to enter batches for Contributions or attendance. An icon in the navigation bar allows you to quickly sync W...
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Rollback Credit Card Import
When using the credit card import function, you may find that you wish to undo the import of this data, due to possible mistakes or you want to re-check things before importing. If so, you can use ...