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
Remittance Now Supports Sub-Activities
With Financials Release 11.1 we have added a new feature that allows headquarter users to set up a pledge for an activity and then create one or more sub-activities. When a sub-activity exists, users can post a remittances to a Read More
Shelby Financials Ad Hoc Report Update
In previous versions, the column heading descriptions when displayed and exported did not always provide a good description. If you wanted to select two or more fields that have the same column name, i.e. “Name,” then the grid and export Read More
Correcting FFCRA Values in Shelby Financials
Dave Heston has created an excellent help document for correcting any oversights, or mistakes in recording employee compensation related to the Families First Coronavirus Response Act’s Paid Sick Leave. Click here to download Dave’s guide. Click here to view my Read More
Year-end 2020 Check List
New for 2020 Year-end There is a new Form 1099 MISC with several changes. If you only have 1099 activity in 2020 for “non-employee compensation,” then you will need to use the new Form 1099 NEC. If you have more Read More