Jordan Bogart
Articles
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Pledge Rules
In order to successfully enter Pledges into Shepherd's Staff and track those pledges accurately, there are a few rules users should keep in mind as they are entering and maintaining pledges: No tw...
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Award Donors
At times, you may have people or organizations who wish to provide award money to students at your school. In order to keep track of who are providing these awards, Award Donor records need to be c...
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Statement of Activities
The Statement of Activities report will provide you with a summary, by account grouping or by individual accounts, of all activity on your income, expense and dedicated accounts. In order to use th...
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Equity Account Activity View
Sometimes, it can be helpful to get a closer look at a particular account. The Equity Account Activity view can help you see all the transactions and see monthly totals for a particular equity acco...
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Recurrent Transactions
When you work in the Finance module from month to month, you will find that many transactions repeat on a regular basis. In order to save time, Shepherd's Staff will allow you to create recurrent t...
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Fix an offering batch posted to the wrong date
Occasionally, you may realize that an offering batch that you've posted was posted to the wrong date. If this happens, Shepherd's Staff offers a way to correct the date on the entire batch. The "Fi...
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Statistics: Denomination Specific Report: Lutheran - ELCA
The Congregation Annual Report (ELCA) is exclusively used by Evangelical Lutheran Church in America member churches This report is designed specifically to assist users in filling out the yearly C...
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Add/Edit Church Register Custom Field
Adding events to the User-defined 3 view can be accomplished by opening the User-defined 3 view, clicking the add button at the bottom of the grid, and filling in each piece of information that the...
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Add/Edit Award Donors
In order to have awards to distribute to students, first, the awards must have a donor. This article willw alk through the process of creating award donor records, and editing existing award donor ...
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Income Account View
Income accounts are offset accounts which track the source of revenues received. In dual entry bookkeeping, this means that when $100 dollars comes in to the checking account from general offerings...