Financial Software for Churches and Nonprofits
News and Tips from Shelby Financials' Product Owner
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 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
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.
All employers are required to file Form 941 quarterly. Shelby Financials includes this report and even populates most of the needed information for you. However, there are a few fields that you will have to complete. Just download this Best Read More
Read the full story of this historic event on ECFA’s site here
Shelby Financials supports a way to send a Remittance Statement to one or two alternate contacts. In versions prior to Release 9.6, users that also had Arena could connect Remittance statements to selected Arena Relationship types. In practice we found Read More
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