Shepherd’s Staff Finance: Vendors & Transactions (2026)
Learn how to pay bills, print checks, record deposits and post journal entries in Shepherd's Staff Finance, then check your work with the general ledger and transaction registers. This is session 2 of the Finance module in the Shepherd's Staff training webinar series from Concordia Technology Solutions. Instructor: Tim Burke, CTS Support. Recorded live on November 4, 2026. All names and data shown are from a fictional demo database. You'll learn how to: • Add and edit vendors, including 1099 and minister-of-the-gospel settings • Enter check, EFT and charge payments • Print checks: test alignment, preview, confirm and override the next check number • Record receipts (deposits) across multiple income accounts • Post a journal entry using the debits-and-credits reference in the Help Center • Set up recurrent transactions for utilities and payroll • Run the general ledger in summary or detail • Print payment, receipt and journal entry registers and the vendor activity report CHAPTERS 0:00 Welcome and agenda 2:59 Workspace settings 4:32 Finance module and favorites panel 5:53 Adding a vendor 9:03 Vendor record sections 11:51 Making a vendor inactive 12:42 Payments view and filters 14:28 Adding a check payment 21:18 Printing checks 23:13 Test printing and alignment 26:50 Selecting and previewing checks 29:15 Confirming checks printed correctly 32:01 Ordering compatible check forms 33:51 Overriding the next check number 35:50 EFT and charge payments 37:05 Receipts (deposits) 41:45 Journal entries 42:57 Debits and credits reference 44:54 Recording bank interest 49:22 Recurrent transactions 53:51 General ledger report 59:25 Payment register 1:01:52 Receipt and journal entry registers 1:03:21 Vendor activity report 1:05:26 Quiz 1:11:29 Q&A and wrap-up MORE SHEPHERD'S STAFF TRAINING All sessions: https://www.concordiatechnology.org/shepherds-staff/training Help Center: https://shepherdsstaff.zendesk.com/hc/en-us Resource Center: https://resources.concordiatechnology.org/shepherds-staff NEED HELP? Shepherd's Staff Support: 1.800.346.6120 | support@cts.cph.org #ShepherdsStaff #ChurchAccounting #LCMS
