Shepherd's Staff - Finance 301: Advanced Reports & Bank Account Reconciliation

June 19, 2019

In this webinar, we’ll look at financial reports for things like balance sheets, statements of income and expense, and more. Then we’ll discuss payroll import and vendor account summaries. Reports - Account balances - Balance sheet - Bank balance less dedicated - Dedicated accounts - General ledger - Statement of income and expense Bank account reconciliation utility Payroll import

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Shepherd's Staff - Scheduler 101: Events & Reports
Shepherd's Staff - Scheduler 101: Events & Reports

Learn how to schedule events and tasks using Scheduler. We’ll cover entering contacts, inventory, rooms and...

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Shepherd's Staff   Finance 101  Basic Principles & Chart of Accounts
Shepherd's Staff Finance 101 Basic Principles & Chart of Accounts

Learn the basic principles of fund accounting and get started in the Finance module. We’ll talk about fund ...