Year-end 2021 Check List (Revised)
New for 2021 Year-end Starting this year, if you send 100 or more Form W-2s to SSA,, then you will have to file them electronically. In 2023 that limit is lowered to 10 You might want to review and check Read More
Enter AR 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
Don’t Pay the Same Invoice Twice
With Shelby Financials Release 12.6 you now have the ability in Account Payable to make sure that you do not pay the same invoice multiple times. To put the new feature into place, simply follow the 4 steps below. Open 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
IRS Issues Guidance on Payroll Tax Deferral Starting September 1
Payroll Tax Deferral What I know as of this post is that on August 8, 2020, the President directed the Secretary of the Treasury to use his authority to allow employers to stop withholding Social Security payroll taxes for the Read More
Exporting Remittance Data to Spreadsheet
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
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
Best Practices – Bank Reconciliation
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
Best Practices – Using Background Checks
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
Best Practices: Transferring Funds
“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