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Resource Center

Year-End Process

Dec 22, 2015 1:30:00 PM

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 Year-End Training  

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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Amanda Lansche

Written by Amanda Lansche

Amanda Lansche is the owner of AGL Creative, capturing the stories of people’s lives through photo and video. At Maryville University, she studied English and fine art. Amanda is married, with a little boy and a tiny guard dog at home, where she regularly consumes spiral mac & cheese, M&M's ice cream, and novels full of beautiful words.

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