Financial Software for Churches and Nonprofits
News and Tips from Shelby Financials' Product Owner
The European Union, as well as other governing authorities, have laws that are designed to protect an individual’s personally identifiable information (PII). In Shelby Financials’ database, vendor, customer, volunteer, and employee records all contain personally identifiable information and in certain Read More
If you use the Shelby Financials Accounts Receivable application and get a call from one of your “Bill To” customers asking, “Who paid my bill?”, then you might find this tip helpful. When you receive payment from an individual who does Read More
Best practices using Bank Account Management is not as complex as other financial applications, but your administration should give careful thought to the way it is used. Bank Account Management provides two functions. 1) Gives the ability to enter a transaction Read More
History: More than 20 years ago, I was managing a retail pharmacy which started accepting credit cards. We had a bookkeeper that worked a couple days a week and was paid by the hour. I discovered that she was spending Read More
I continue to receive questions about processing non-cash gifts in a way that reduces a donor’s pledge. Thanks to work done by Carmen Dea (Shelby Training Consultant) you can cause a non-cash gift to reduce a donor’s pledge. Just follow 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
Overview: Relationships has been added to Shelby Financials in Release 9.0. This utility allows users to group family members together along with additional responsible people. It is most useful when creating invoices for daycare or school students, as customers, but Read More
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 Read More
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 Read More