News and Tips from Shelby Financials' Product Owner
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
The top 5 most requested features in Financials Release 9.4 follows: New option in Accounts Payable to print checks in the order that invoices are entered Accounts payable and Payroll has a new workflow to keep users from forgetting to Read More
I received a call from a church business administrator asking for help. The church is starting a campaign and the fundraising group required a report covering the past 19 years. I suggested using AD HOC Reports, and in just a Read More
This just in from ECFA, Religion News Service, Baptist Press, and other sources. The U. S. Seventh Circuit Court of Appeals has unanimously reversed a 2007 lower court’s ruling that clergy housing allowance is unconstitutional. This is excellent news for Read More