Jordan Bogart
Articles
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Sum by fund, day
The Sum by fund, day view is a view that will show you each day that you received contributions for a particular fund. This view will show you the total that you received to this fund, how much was...
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Batches
The Batch utility in the Contributions module of Shepherd's Staff allows you to enter multiple offerings quickly, compartmentalize workflow, and even work from home. Offering Batches let you type o...
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User Security
The Security tab is where you can manage the users of Shepherd's Staff. Here, you can add new users, edit existing users, or delete users you no longer want to have access to the system. The view s...
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Program Settings
The Program Settings window is where you can find find information and options for the Shepherd's Staff database you are currently logged into. The Church tab is the default tab selected when you o...
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How do I check finance back in? [FAQ]
When backing up your database, you have the option to flag your finance module as being "checked-out". This will make it so when you attempt to open the finance module in Shepherd's Staff, you will...
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Moving Shepherd's Staff to a new computer [FAQ]
You may come to a point that you need to get Shepherd's Staff moved over to a new computer. If so, there are steps that you should follow in order to ensure that you can access Shepherd's Staff fro...
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I ran the year end utility, and all my income and expense accounts have a 0 dollar balance. What happened? [FAQ]
When you run the year end utility, all income and expense accounts at the start of a new fiscal year reset to a 0 dollar balance. This is because income and expense accounts just track the incoming...
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Can I enter transactions for my new fiscal year before I've closed my previous fiscal year? [FAQ]
Yes, you can enter transactions for your new fiscal year before closing your previous fiscal year. Shepherd's Staff doesn't consider when a transaction was entered, just what date it was entered fo...
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How do I delete an account with a balance that I no longer use? [FAQ]
Shepherd's Staff prevents the deletion of accounts with transactions in any fiscal year and the deletion of accounts with balances. The reason Shepherd's Staff does this is because deleting an acco...
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My batch numbers reset back to 1. Will this cause any problems? [FAQ]
No. The batch number is just an internal counter in Shepherd's Staff, and it doesn't cause a problem if there are multiple batches with the same number. The date of the batch is the more important ...