I am the Financials Product Owner for Shelby Systems, Inc. a MinistryBrands company. Everything here is my personal observations and opinions and not approved in advance by Shelby Systems, Inc. and do not necessarily reflect the views of the Company.

4 thoughts on “DISCLAIMER”

  1. Do you have a tutorial or printed training for ACH contributions? That was not covered in our original training for ShelbyNext.

  2. Hi Syneva:
    Sorry, I do not. Shelby Financials accepts journal entries from several membership programs which handles all contributions.
    However, I am aware of a couple of ways. ShelbyNext Membership uses our online giving application, which can be configured to accept ACH and/or credit card transactions. Arena has this same option, but I believe it can also create ACH files which you would generate on behalf of your donors, then upload that ACH file to your bank. You would need to set up the ACH file specifications used by your bank and then do a test run to make sure that transactions will be accepted.
    Also, you can call Support and they can help get you going.

  3. Alfred,

    We recently converted to ShelbyNext. In v5, I used ShelbyQuery, had some SQL code written, etc. There doesn’t seem to be a way to bring that code over and incorporate into the Ad Hoc Reporting function. If not, is there a shared repository of Ad Hoc Reporting that could be accessed or maybe a subscription based arrangement? I would like to avoid having to re-write if possible, as it seems that Ad Hoc Reporting can be taxed and timed out pretty easily.

    Any guidance would be appreciated.
    Coby Allen

  4. We were unable to open the hosted ShelbyFinancials to the point where customers could use TQuery, so we decided to at least include Ad Hoc Reports
    They are not nearly as robust, even by their very definition. An Ad Hoc Report is a report that answers 1 business question.

    In the current version users can share Ad Hoc reports with their team members, but we still don’t have a way to import a query from outside of a given database.

    I have not run into the time out issue you mentioned.

    Our goal is to continue developing the tool so users can create a simple report and place it along with several other widgets on a dashboard.

    Thanks for the question. Hope to see you in St. Louis in June.

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