News and Tips from Shelby Financials' Product Owner
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
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
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
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
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
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
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
With Shelby Financials release 12.3 (July 29, 2021) Remittance has two enhancements designed to make entry faster by hiding unwanted columns. Here is how. If you don’t really need all of the default columns, then go to Unposted Remittances and Read More
For users that need a way to import a list of AP transactions without having to manually enter each transaction, then the new AP Transaction Import feature just might be what is needed. Approach: Create a template using Excel by Read More
I’m honored to co-present Thriving in Remote Business Settings with Bryan Baughman, audit partner at PSK, on July 8 during the upcoming Church Network Conference in Minneapolis. There are many benefits to allowing business office employees to work remotely, and Read More