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Financial Software for Churches and Nonprofits

News and Tips from Shelby Financials' Product Owner

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Category: Breaking News

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“Thriving in Remote Business Settings” Live Presentation Scheduled at the Church Network Conference

June 1, 2021June 1, 2021 Alfred JohnsonLeave a commentBest Practices, Breaking News

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

Using Sub-Bank Accounts in General Ledger and Bank Account Management

May 6, 2021May 6, 2021 Alfred JohnsonLeave a commentBreaking News

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

Ad Hoc Report: Purchasing Management Approvers List for Auditors

May 5, 2021May 5, 2021 Alfred JohnsonLeave a commentAd Hoc Reports, Breaking News, Financials Tips

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

Remittance Now Supports Sub-Activities

March 16, 2021March 19, 2021 Alfred JohnsonLeave a commentBreaking News

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

Shelby Financials Ad Hoc Report Update

March 1, 2021March 1, 2021 Alfred JohnsonLeave a commentAd Hoc Reports, Breaking News

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

Correcting FFCRA Values in Shelby Financials

January 19, 2021January 19, 2021 Alfred JohnsonLeave a commentBreaking News

Dave Heston has created an excellent help document for correcting any oversights, or mistakes in recording employee compensation related to the Families First Coronavirus Response Act’s Paid Sick Leave. Click here to download Dave’s guide. Click here to view my Read More

IRS Issues Guidance on Payroll Tax Deferral Starting September 1

September 1, 2020September 1, 2020 Alfred JohnsonLeave a commentBest Practices, Breaking News

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

Tracking Families First Coronavirus Response Act’s Paid Salaries

August 24, 2020August 24, 2020 Alfred JohnsonLeave a commentBreaking News, Church Finances and Procedures

New regulations now require COVID salary payments to be reported in box 14 on employee’s Form W-2 2020. If your organization has issued COVID salary payments, as defined by the Department of Labor, then you will need to report those Read More

Handling Advanced Payments in Accounts Receivable

July 29, 2020July 29, 2020 Alfred JohnsonLeave a commentBreaking News, Financials Tips

I know that things for daycare and school attendance are a bit uncertain as of this post. But, yes, it just might be a good time for you to start thinking about revising your Accounts Receivables’ procedures or adding AR Read More

Need Volunteers for Small Focus Group

July 23, 2020July 23, 2020 Alfred JohnsonLeave a commentBreaking News

I am in the process of creating a new application with a small church in mind. If you are interested in seeing the prototype and offering your opinion as to its value, then please let me know by leaving a Read More

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I retired on April 29,2022 and therefore will not be updating this blog. Thanks for following me over the past many years. Alfred Johnson

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Topics

  • Ad Hoc Reports (6)
  • Best Practices (19)
  • Breaking News (68)
  • Church and Politics (5)
  • Church Finances and Procedures (23)
  • Coming Features (2)
  • Financials Tips (26)
  • Nonprofit News (3)
  • Personal Notes (2)
  • Related News (1)
  • Release Updates (4)
  • Security (2)
  • Shelby Systems (2)
  • Year-End (6)

Current Release: 12.3

The current release is 12.3

Next release will be 12.4 Scheduled for release the evening of 8/10/2021

Will continue releasing changes on a frequent basis.

12.3 Release Notes

 

  • Add This Blog To Your Blog Reader

Topics

  • Ad Hoc Reports (6)
  • Best Practices (19)
  • Breaking News (68)
  • Church and Politics (5)
  • Church Finances and Procedures (23)
  • Coming Features (2)
  • Financials Tips (26)
  • Nonprofit News (3)
  • Personal Notes (2)
  • Related News (1)
  • Release Updates (4)
  • Security (2)
  • Shelby Systems (2)
  • Year-End (6)
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