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When I first started working for J. C. Penney, Mr. Bailey, the store manager, gave me this piece of advice, “Do everything in a way that no one will ever question your integrity.”  And for the past 50 plus years, I have tried to conduct myself in keeping with Mr. Bailey’s words of wisdom.  Years […]

OVERVIEW:  Financials’ View Posted Journals provides two different ways to view results. With the Summary field not checked the program shows all detail based on selections made in one or more of the 10 provided filters.  Placing a check mark in the Show Summary Journal field works best where the only filter in use is the […]

My work with Shelby Systems started a little over 21 years ago.  For the first 8 years we lived in Midland, TX, and I traveled most of the time, training and working with Shelby customers.  For the next 13 years we lived in Cordova, TN where I worked out of the Shelby System offices. Yesterday, […]

Overview:  Over the past 2 decades I have seen a number of churches encourage their employees to tithe by taking a payroll deduction from their paychecks.  If you are currently using Shelby v.5 financials and have one or more employees tithing by a paycheck deduction, then you might want to read further.  If you are […]

Using Financials Password Security Settings

Overview:  Prior to Release 8.10 Admin users had the ability to choose one of the following password security strength settings: Medium: The password must be between 5 and 30 characters long and must contain at least one digit. Strong: The password must be between 8 and 30 characters long with at least one number and one […]

Starting January 1, 2017 employers with less than 50 employees can offer employees a reimbursement for medical insurance that provides minimum essential coverage (MEC).  There are a number of requirements and regulations that should be considered before deciding to provide this non-taxable benefit. If you did comply with the required notices on or before March […]

January 2, 2018 UPDATE Several states have released 2018 withholding updates effective today.  We have updated the Financials Payroll withholding tables including those changes.  We anticipate additional state action and will continue to update the withholding tables as needed.  In addition, the IRS has advised employers to continue using the 2017 withholding tables through January […]