Financial Software for Churches and Nonprofits
News and Tips from Shelby Financials' Product Owner
The Financials Release 9.2, which is scheduled for the last week of November, will contain over 20 year-end tax updates. At the state level, Oregon added a new Transit tax starting July 1 and now the state legislature has decided it should Read More
OVERVIEW: The state of Oregon’s new Transit Tax went into effect on July 1, 2018. This tax applies to all employees, whether exempt or not and is based on state taxable wages. This tax will need to be reported on Form W-2. Read More
A number of years ago I was contacted by a pastor wanting to know how he could log in to their accounting application. I told him that his church accountant could give him access. His answer? “She will not let Read More
OVERVIEW: The state of Oregon’s new Transit Tax goes into effect on July 1, 2018. This tax applies to all employees, whether exempt or not and is based on gross wages. Currently, this tax will not be reported on Form W-2, but Read More
The steps below may provide all the information you need to get started using this new Shelby Financials reporting tool. However, you also might like to review 3 lessons that will help you get the hang of it. See Lesson links Read More
The new Remittance HQ application allows headquarter offices to track pledges and receipts from your reporting churches. Denominational dioceses, conferences, districts, etc. can use the application’s tools to import apportionments and receive remittances. For more information contact a Shelby Systems Read More
The Relationships tool (added with release 9.0) is designed to help organizations that have a daycare or school. Best practices for billing for child care or tuition requires setting up the child/student as the Customer and then linking a parent or Read More
ShelbyNext Financials currently has the Purchasing Management application, which allows users to request approval for some purchase. It also has a robust approval process which even links to Accounts Payable. We are adding a new option which works similar to Read More
The May release contains several new features, one of which is the Phase 1 Ad Hoc Report tool. Our hosted financial users have been requesting a replacement for v.5 ShelbyQUERY for some time. So, we have been trying to build such Read More
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, Read More