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Financial Software for Churches and Nonprofits

News and Tips from Shelby Financials' Product Owner

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Tracking your Paycheck Protection Program Expenses:

May 12, 2020May 12, 2020 Alfred Johnson4 CommentsBreaking News, Church Finances and Procedures, Financials Tips

Expense Tracking Worksheet (Updated) Still looking for a way to track your PPP loan balance? Well, you are in luck because Dave Heston just made his revised spreadsheet available. Click Here to Download the Spreadsheet.

19 Senators Encourage Fair Treatment to Churches Seeking Government Loans

May 4, 2020May 4, 2020 Alfred JohnsonLeave a commentBreaking News, Church and Politics, Nonprofit News

While churches remain under attack, it is comforting to know that a group of U. S. senators is demanding fair treatment for faith-based organizations from SBA and PPP lenders. Download your own copy of the letter here

Am I On Track To Use All Of My PPP Loan?

April 30, 2020April 30, 2020 Alfred Johnson2 CommentsBreaking News, Church Finances and Procedures

Several readers have asked for help in tracking and documenting their payroll and other expenses that might be covered with their PPP loan.  Your first step should be to check with your accountant or tax expert for guidance.  Also, ask Read More

Where Did My Misc Box 7 Go?

April 23, 2020April 30, 2020 Alfred Johnson2 CommentsBreaking News

Well, it moved to Form 1099-NEC, but still easy to get to. If you use Accounts Payable, then keep on reading. The IRS made a few changes to form 1099-MISC, shown above. The old 1099-MISC Box 7 has been replaced Read More

I Got the Government Loan – What do I do Now?

April 21, 2020April 22, 2020 Alfred Johnson9 CommentsBreaking News

Shelby Systems Support team is getting numerous questions about tracking and reporting for their Paycheck Protection Program loan. Dave Heston and I have checked several large audit firms that specialize in working with churches and other nonprofits. Download Dave Heston’s Read More

New Features in Shelby Financials 9.7 Release

April 8, 2020April 15, 2020 Alfred JohnsonLeave a commentBreaking News, Release Updates

5 New Features When you first log in to Financials 9.7 Release, you will be greeted with a few pop-up screens highlighting the 4 new features listed above. Alerts and Notifications are the first. You can also create a new Read More

Exporting Remittance Data to Spreadsheet

April 8, 2020April 8, 2020 Alfred JohnsonLeave a commentBest Practices, Breaking News, Financials Tips

Exporting Statistical Data from Remittance to an Existing Excel Spreadsheet Overview:  Headquarter offices that use the Shelby Financials Remittance application and need to update a denominational report by adding data from existing transactions to an Excel spreadsheet will find this Read More

The Families First Coronavirus Response Act: Tracking Time Off Obligations

March 26, 2020August 11, 2020 Alfred Johnson12 CommentsBest Practices, Breaking News

The FFCRA rules go into effect on April 1, 2020. Setting up Shelby Financials Payroll to track time off hours subject to the act’s provisions is easier than understanding all of the act’s provisions. See the Department of Labor’s site Read More

6 Ways to Manage Your Expenses

March 13, 2020March 13, 2020 Alfred JohnsonLeave a commentBreaking News

6 Ways to Manage Summertime Expenses Like VBS Use ShelbyFinancials home screen dashboards Set permission limits so department heads can run their reports Use Projects to track expenses across all accounts Use Purchasing Management to watch and control purchases Use Read More

Getting Started with Ad Hoc Reports

March 10, 2020March 10, 2020 Alfred Johnson3 CommentsAd Hoc Reports, Breaking News, Financials Tips

Shelby Financials Ad Hoc Report utility is a simple, but powerful tool designed to help you create your own custom reports. Learn how to get started here.

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Current Release: 10.4.2

Current release is 10.4.4

Release 10.4.5 is scheduled for 1/14/2021 and should address RM and GF email statements as well as ACA updates.

Will continue releasing changes on a frequent basis.

All 10.4 Release Notes

 

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Topics

  • Ad Hoc Reports (4)
  • Best Practices (16)
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  • Church and Politics (5)
  • Church Finances and Procedures (22)
  • Coming Features (2)
  • Financials Tips (24)
  • Nonprofit News (3)
  • Personal Notes (2)
  • Related News (1)
  • Release Updates (4)
  • Security (2)
  • Shelby Systems (2)
  • Year-End (6)
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