News and Tips from Shelby Financials' Product Owner
All employers are required to file Form 941 quarterly. Shelby Financials includes this report and even populates most of the needed information for you. However, there are a few fields that you will have to complete. Just download this Best Read More
Read the full story of this historic event on ECFA’s site here
Shelby Financials supports a way to send a Remittance Statement to one or two alternate contacts. In versions prior to Release 9.6, users that also had Arena could connect Remittance statements to selected Arena Relationship types. In practice we found Read More
Federal Reports Make sure you have blank forms for all IRS needed filings. NELCO has what you need. Click Here to order forms Deadline for filings is January 31, 2020, for most reports General Ledger Check all sub-ledgers for unposted 2019 transactions Read More
Dave Heston, a Shelby Financials Consultant, sent me a copy of his step-by-step guide for reconciling monthly bank statements. After reviewing the guide, I decided it belongs in the Best Practices section of my blog. You can download a copy Read More
I had the privilege of hearing Josh Weis give a presentation on the best ways to use background checks. I learned a lot from his presentation, and he permitted me to share his step-by-step guide with you. Just click here Read More
“What is the best way to move funds from one of our bank accounts to another asset account?” I get that question a lot. There are a couple of ways, but perhaps the best way is to use Enter Transactions Read More
Eight Items in Patch 9.4.2 Accounts Payable Items AP Check numbers are now being populated in the payment entry screen when importing the Shelby Teller file and when scanning checks using a Canon scanner. Also, the reported error no longer Read More
Including: AD Hoc Reports can display Social Security Numbers Accounts Receivable option to use ACH in Payment Processing Accounts Receivable new payment option added to recurring charges Pension Billing includes an option for non-standard Pension Types ______________________________________________________________________________ AD Hoc Reports Read More
Need to pay 1 employee but not sure where to start? Then you will love this tip. In Payroll hover over Manage, and choose Payroll Processing Select the radio button All Employees and use any of the filters that make Read More