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Financial Software for Churches and Nonprofits

News and Tips from Shelby Financials' Product Owner

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Category: Church Finances and Procedures

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  • Church Finances and Procedures

Create Multiple AR Invoices With One Entry

January 21, 2022January 21, 2022 Alfred JohnsonLeave a commentBreaking News, Church Finances and Procedures, Financials Tips

Need to create Accounts Receivable Invoices for a selected group of people – FAST? Well, now you can Just open Shelby Financials, Accounts Receivable application, hover over Modify and then choose Customer Information Click Search on the Filters tab Place Read More

Using Shelby Financials’ Accounts Payable Invoice Import Feature

July 14, 2021July 15, 2021 Alfred JohnsonLeave a commentChurch Finances and Procedures

For users that need a way to import a list of AP transactions without having to manually enter each transaction, then the new AP Transaction Import feature just might be what is needed.  Approach:  Create a template using  Excel by 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

PPP’s New Rules with Dave’s Revised Worksheet

June 7, 2020June 15, 2020 Alfred JohnsonLeave a commentBreaking News, Church and Politics, Church Finances and Procedures, Nonprofit News

Friday, June 5, 2020, President Trump signed the Paycheck Protection Program Flexibility Act, which the U. S. Senate passed with a unanimous vote. There are two major changes. First, the period in which funds can be used has tripled from Read More

Tracking your Paycheck Protection Program Expenses:

May 12, 2020May 12, 2020 Alfred JohnsonLeave a commentBreaking News, Church Finances and Procedures, Financials Tips

Expense Tracking Worksheet (Updated) Still looking for a way to track your PPP loan balance? Well, you are in luck because Dave Heston just made his revised spreadsheet available. Click Here to Download the Spreadsheet.

Am I On Track To Use All Of My PPP Loan?

April 30, 2020April 30, 2020 Alfred JohnsonLeave a commentBreaking News, Church Finances and Procedures

Several readers have asked for help in tracking and documenting their payroll and other expenses that might be covered with their PPP loan.  Your first step should be to check with your accountant or tax expert for guidance.  Also, ask Read More

Major Court Victory for the Ministers Housing Allowance

March 19, 2019March 19, 2019 Alfred JohnsonLeave a commentBreaking News, Church and Politics, Church Finances and Procedures

This just in from ECFA, Religion News Service, Baptist Press, and other sources. The U. S. Seventh Circuit Court of Appeals has unanimously reversed a 2007 lower court’s ruling that clergy housing allowance is unconstitutional. This is excellent news for Read More

Natural Classifications List

December 7, 2018December 7, 2018 Alfred JohnsonLeave a commentBest Practices, Breaking News, Church Finances and Procedures, Financials Tips

The largest challenge in setting up the Statement of Functional Expense report just might be coming up with a good natural classifications list.  I consulted with several accountants, auditors, and accounting firms asking what they might be advising their church Read More

Statement of Functional Expense – Instructions

November 28, 2018December 7, 2018 Alfred JohnsonLeave a commentBest Practices, Breaking News, Church Finances and Procedures

Shelby Financials Release 9.2 adds the Statement of Functional Expense report to the list of General Ledger reports. If you are not familiar with this report, then you should take a few minutes to watch the 2018 GAAP Reporting Standards Read More

Court Rules: Gifts to Pastors are Taxable Income

November 14, 2018November 14, 2018 Alfred JohnsonLeave a commentBreaking News, Church Finances and Procedures, Nonprofit News

I suspect that most readers of this blog already know that tax-free income is rare.  And, a tax court in Minnesota has ruled that love offerings to pastors must be treated as taxable income. Check the ECFA post for all 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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