News and Tips from Shelby Financials' Product Owner
Do you ever have one of those flashback memories from earlier days that remind you of how much things have changed? Well, I had one just last week. Mike is a local pastor who also has a side business of mowing Read More
History: More than 20 years ago, I was managing a retail pharmacy which started accepting credit cards. We had a bookkeeper that worked a couple days a week and was paid by the hour. I discovered that she was spending Read More
I continue to receive questions about processing non-cash gifts in a way that reduces a donor’s pledge. Thanks to work done by Carmen Dea (Shelby Training Consultant) you can cause a non-cash gift to reduce a donor’s pledge. Just follow Read More
OVERVIEW: The state of Oregon’s new Transit Tax goes into effect on July 1, 2018. This tax applies to all employees, whether exempt or not and is based on gross wages. Currently, this tax will not be reported on Form W-2, but Read More
The steps below may provide all the information you need to get started using this new Shelby Financials reporting tool. However, you also might like to review 3 lessons that will help you get the hang of it. See Lesson links Read More
Overview: Relationships has been added to Shelby Financials in Release 9.0. This utility allows users to group family members together along with additional responsible people. It is most useful when creating invoices for daycare or school students, as customers, but Read More
Introduction: The basis for determining the best practice for using Shelby Financials Accounts Payable application may depend on the size of your staff and a few other factors. However, there are two primary rules that you should consider having in Read More
The new Remittance HQ application allows headquarter offices to track pledges and receipts from your reporting churches. Denominational dioceses, conferences, districts, etc. can use the application’s tools to import apportionments and receive remittances. For more information contact a Shelby Systems Read More
The Relationships tool (added with release 9.0) is designed to help organizations that have a daycare or school. Best practices for billing for child care or tuition requires setting up the child/student as the Customer and then linking a parent or Read More
ShelbyNext Financials currently has the Purchasing Management application, which allows users to request approval for some purchase. It also has a robust approval process which even links to Accounts Payable. We are adding a new option which works similar to Read More