Shepherd's Staff: Contributions and Attendance Year-End Process

This webinar starts you off in the Contribution module where you learn how to add funds, contributors, and offerings.

With this webinar, you will learn how to use Webtools as well as how to correct errors in your attendance batches.

This webinar introduces you to the Attendance module, including adding, editing, and tracking events and those that attend them.

In this webinar, you will learn how to build and use subgroups. Then learn how to apply them to common membership reports, like a church directory, phonebook, mailing labels, anniversary and inactivit

In this webinar, you will learn how to add and edit person and household records, reflect important life events, and exporting person and household information from your Shepherd's Staff database.

Learn how to enter pledges and renumber envelopes. Then you can print envelope box labels, print contribution statements, and make the decision for when to start using those new numbers.

Learn how to import offerings from Vanco eGiving and other sources during this webinar. We'll also show the new Analysis tools and reporting.

This webinar starts you off in the Contribution module where you learn how to add funds, contributors, and offerings.

The webinar will cover information about the soon-to-be-released Contribution module.

Join us for a free training webinar to learn about the year-end process in Shepherd's Staff for the Finance module. This webinar was hosted on December 9, 2021 by the CTS staff.

Learn about the year-end process in Shepherd's Staff for the Membership and Scheduler modules in this webinar recording from December 8, 2021.

Learn how to schedule any event or task using Scheduler in Shepherd’s Staff. We’ll cover entering contacts, inventory, rooms and keys, events, ministry routes, plus how to generate reports. Next, we’l

Learn how to set up your Shepherd’s Staff database. We’ll talk about backing up your database, choosing settings, changing your password, and adding and editing user security elements.

Learn how to generate reports in Shepherd’s Staff. We’ll look at reports like a balance sheet, a statement of income and expense, and more.

Learn how to enter transactions, print checks, and manage vendors in Shepherd’s Staff. We’ll talk about the different types of transactions, printing checks and running payroll, and how to manage vend

Learn the basic principles of fund accounting and get started in the Finance module of Shepherd’s Staff. We’ll talk about fund accounting principles, account types, and accounting groups, then cover h

Learn how to enter offerings with WebTools, update contributor records, and renumber envelopes. We’ll also cover the Shepherd’s Staff’s integration with Vanco eGiving, gifts-in-kind records, and how t