Financial Software for Churches and Nonprofits
News and Tips from Shelby Financials' Product Owner
Provide billing information and recieve payments Show pledges and collect remittances Enter a purchase request Provide payroll history to employees Allow employees to request time off Give employee supervisors a way to approve or deny time off request Click Here Read More
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
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
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
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
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
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
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
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
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