Jordan Bogart
Articles
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Add/Edit Recurrent Receipt
There are two ways to create recurrent receipts. This article will walk through both methods, as well as walking through how to edit already existing recurrent receipts. Any receipt can be made int...
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Mass add pledges
If you have to enter the same pledge for multiple people, the Mass add option is a good way to quickly add this pledge for more than one person at once. To add pledges in mass, access the pledge r...
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Statistics: Denomination Specific Report: Presbyterian - PC/USA
The Presbyterian Statistical Report—PC(USA) is exclusively used by the PC(USA) churches and this report has been designed specifically to meet the annual reporting needs of the PC(USA) and follows ...
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Action-Based Task
There are times when repeating a task based on a schedule will just not work. This is where action-based tasks come into play. These tasks generate automatically when a user makes a change in Sheph...
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Add/Edit Officers
Adding an officer can be accomplished by opening the Officers view, clicking the add button at the bottom of the grid, and filling in each piece of information that the next window requires, and yo...
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Treasurer's Report
The Treasurer's Report is a report format that allows you to compare your budget figures to your account actuals over a specified time period. However, the Treasurer's Report is a flexible report, ...
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Add/Edit Awards
In order to provide awards to AR accounts, records must be created for these awards. This article will walk through the process of creating award records, and editing existing award records. Add Aw...
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Budget Income Accounts
Budgeting provides a projection of what's to come for your church financially. When thinking about budgeting income, what we're doing is providing a projection of how much money the church will be ...
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Add/Edit Recurrent Journal Entry
There are two ways to create recurrent journal entries. This article will walk through both methods, as well as walking through how to edit already existing recurrent journal entries. Any receipt c...
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Statistics: Denomination Specific Report - Southern Baptist
The Annual Church Profile Report (ACP) is exclusively used by the Southern Baptist churches. This report has been designed specifically to meet the annual reporting needs of and follows the reporti...