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
Two New Remittance Features in Shelby Financials
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
Using Shelby Financials’ Accounts Payable Invoice Import Feature
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
“Thriving in Remote Business Settings” Live Presentation Scheduled at the Church Network Conference
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
Using Sub-Bank Accounts in General Ledger and Bank Account Management
Shelby Financials release 11.3 contains an option that allows you to use your General Ledger cash sub-accounts and then reconcile your monthly bank statements in Bank Account Management using just the parent bank account. Full instructions are provided in the Read More
Ad Hoc Report: Purchasing Management Approvers List for Auditors
Shelby Financials Purchasing Management application does not have an Auditor’s List of Approvers, but it is easy to build that report using Ad Hoc Reports. It only requires four entities with three field selections along with a CSV export. Just Read More