Getting to Know Fixed Assets
Would you like to start using Shelby Financials’ Fixed Assets, but don’t have time to do all of the work? Well, FA has a new import from Excel feature that makes it much easier to set up. With the new Read More
Easter Eggs Are Not the Only Thing You Can Hide This April
Overview: Shelby Financials’ Accounts Payable application contains 20 fields for entering and saving transactions. While it is great to have such a robust set of options, very few users need to use every supported field. Therefore, the Shelby team has Read More
Getting to Know Purchasing Management
Purchasing Management is one of those rare applications that can be used just to keep track of purchases or used to: Keep track of future planned purchases Request permission to purchase something Use the Portal to request a purchase Allow Read More
Create Multiple AR Invoices With One Entry
Need to create Accounts Receivable Invoices for a selected group of people – FAST? Well, now you can Just open Shelby Financials, Accounts Receivable application, hover over Modify and then choose Customer Information Click Search on the Filters tab Place Read More
Create Multiple AP Invoices With One Entry
Need to create Accounts Payable Invoices for a selected group of Vendors – FAST?Well, now you can Just open Shelby Financials, Accounts Payable application, hover over Modify and then choose Vendor Information Click Search on the Filters tab Place a Read More
Year-end 2021 Check List (Revised)
New for 2021 Year-end Starting this year, if you send 100 or more Form W-2s to SSA,, then you will have to file them electronically. In 2023 that limit is lowered to 10 You might want to review and check Read More
6 Ways to use Shelby Financials’ Portal
Provide billing information and recieve payments Show pledges and collect remittances Enter a purchase request Provide payroll history to employees Allow employees to request time off Give employee supervisors a way to approve or deny time off request Click Here Read More
Enter AR Invoices Easier and Faster
If you are accustomed to using your Tab Key (or the + key) to move from one field to the next, and you have to tab several times across fields that you never, or seldom use, then you are going Read More
Don’t Pay the Same Invoice Twice
With Shelby Financials Release 12.6 you now have the ability in Account Payable to make sure that you do not pay the same invoice multiple times. To put the new feature into place, simply follow the 4 steps below. Open Read More
Enter AP Invoices Easier and Faster
If you are accustomed to using your Tab key (or the + key) to move from one field to the next, and you have to tab several times across fields that you never, or seldom use, then you are going Read More