Jordan Bogart
Articles
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Recurring Offering Templates
Recurrent Offerings in Shepherd's Staff give users the opportunity to automate giving that happens on a set schedule for congregants in their church. Most commonly, this occurs through the use of e...
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Setting up Email
Sending emails in Shepherd's Staff requires that you have an email account that you would like to use to send your emails. Examples of this are Outlook, Yahoo or Zoho. You can configure Shepherd's ...
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Generate Recurring Offerings
Once you create recurrent offering templates, when these templates come due, you will need to generate these templates to create the offering records they would produce. This happens in the Generat...
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Importing Paychex Payroll Files
When importing payroll files, each payroll provider has its own nuances on how their payroll file will import into Shepherd's Staff. This article focuses on importing a Payroll File from Paychex. F...
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Budget Dedicated Accounts
Budgeting provides a projection of what's to come for your church financially. Budgeting dedicated accounts is something that some churches may choose to do or not, depending about how the money fr...
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Exporting a View
Since all data views contain rows and columns, all views can be exported as an Excel document that can be opened in any spreadsheet application. By default, Shepherd’s Staff® will attempt to open t...
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Where is the Parochial Report? [FAQ]
The parochial report was an annual report that was not denomination specific, but in recent years Shepherd's Staff had its functionality improved upon with the Church Statistics report. Because of ...
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Importing Paycor Payroll Files
When importing payroll files, each payroll provider has its own nuances on how their payroll file will import into Shepherd's Staff. This article focuses on importing a Payroll File from Paycor. Fo...
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Print Preview
Overview Similarly to how each data view can be exported, each view and report can be printed or exported in a variety of different formats. Before a view is printed, though, a preview will display...
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Credit Card Import
Shepherd's Staff can import transactions made on your credit card from your financial institution using what's known as an Open Financial Exchange (OFX) file. Many financial institutions, like Bank...