Financial Software for Churches and Nonprofits
News and Tips from Shelby Financials' Product Owner
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
The IRS has released Form W-4 2020 which went into effect January 1, 2020. The new form must be used by those employees hired on and after January 1, 2020. Existing employees are not required to fill out the new Read More
The Washington State Paid Family and Medical Leave insurance programs to become effective on January 1, 2019. Premiums and withholding information are available here. NOTE: The instructions below use feature changes in Release 9.2.2 Year-end Patch. If you use Shelby Financials Read More
The largest challenge in setting up the Statement of Functional Expense report just might be coming up with a good natural classifications list. I consulted with several accountants, auditors, and accounting firms asking what they might be advising their church Read More
Shelby Financials Release 9.2 adds the Statement of Functional Expense report to the list of General Ledger reports. If you are not familiar with this report, then you should take a few minutes to watch the 2018 GAAP Reporting Standards Read More