Year-End Process

December 22, 2015 Amanda Lansche

Shepherd's Staff Updates

Take these simple steps to prepare your Shepherd’s Staff database for 2016.

Download the Year-End Training Document

This document offers simple step-by-step instructions, as well as answers to frequently asked questions about the year-end process in Shepherd’s Staff.

Download Training Document  

Or, sign up for a free training webinar about the year-end process.

 

Here is a basic outline of what the training document covers:

Shepherd’s Staff Year-End Checklist

October–December 20xx

  • Update Membership information
  • Renumber next year’s envelopes
  • Enter Pledges for next year

After January 1, 20xx

  • Enter and post all Contribution offering batches for the year
  • Enter and post all Attendance records / batches
  • Ensure all transactions in Finance have been entered / voided / etc.
  • Reconcile bank accounts
  • Print all necessary reports

Year-End in Process in Finance

  • Run Database Rebuild
  • Create two (2) backups of your database
  • Run Rebalance
  • Run Finance Year-End

If you have questions after reviewing the training document, sign up for a free training webinar or contact the Shepherd's Staff support team at support@cts.cph.org or 1.800.346.6120.

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