Jordan Bogart
Articles
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Books/Funds
In Shepherd's Staff, a book or fund is defined as a collection of accounts that represent the financial framework of an organization. Known exclusively as a Fund in previous versions of Shepherd's ...
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Payments
The Payments window is where you can view, add, edit, copy and delete any payments in the finance module of Shepherd's Staff. There are filters in this view to control which Book and bank account y...
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Rebuild envelope names
If you ever notice that the name on a contributor's envelope doesn't match what you have entered in your Membership module, the Rebuild envelope names utility can correct this issue. While this is ...
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Accessing WebTools
Overview Every Shepherd's Staff® customer who has an active support contract has the option of accessing their own secure WebTools site. The data kept in WebTools is safe, and only those individual...
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Introduction to Contributions Module
The Contributions module allows you to record giving information for your congregation, including envelopes, offerings, and gifts-in-kind. Common tasks include creating offering batches, running co...
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Editing a Posted Batch
When a batch is posted, it creates offering records, but the batch itself is no longer something that you can edit as a batch anymore (except for the date of the batch itself, which can be edited b...
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Customize Field Names
On contributor records, the Contributions module of Shepherd's Staff gives you access to 5 different Giver ID fields. One of those fields is already uniquely named as Vanco, but the other 4 are lab...
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Contribution statements
Contribution statements are individual reports on offerings and pledges that can be used for tax-deduction purposes. Contribution statements also have the ability to show Gifts-in-kind, and nondedu...
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CTS Support Hours and Contact Information
Concordia Technology Solutions offers live support from our technicians Monday-Friday, 7:30 AM til 5:00 PM Central Time. For live support, you can call us at 1-800-346-6120. If you have a question,...
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Behavior
The Behavior view of Shepherd's Staff allows you to look at the activity of your givers in several different ways. Knowing this information can help you reach out to contributors for different reas...