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Financial Software for Churches and Nonprofits

News and Tips from Shelby Financials' Product Owner

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Category: Financials Tips

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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

Year-end 2020 Check List

October 29, 2020October 29, 2020 Alfred Johnson2 CommentsBest Practices, Financials Tips, Year-End

New for 2020 Year-end There is a new Form 1099 MISC with several changes. If you only have 1099 activity in 2020 for “non-employee compensation,” then you will need to use the new Form 1099 NEC. If you have more 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

Tracking your Paycheck Protection Program Expenses:

May 12, 2020May 12, 2020 Alfred Johnson4 CommentsBreaking 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.

Exporting Remittance Data to Spreadsheet

April 8, 2020April 8, 2020 Alfred JohnsonLeave a commentBest Practices, Breaking News, Financials Tips

Exporting Statistical Data from Remittance to an Existing Excel Spreadsheet Overview:  Headquarter offices that use the Shelby Financials Remittance application and need to update a denominational report by adding data from existing transactions to an Excel spreadsheet will find this Read More

Getting Started with Ad Hoc Reports

March 10, 2020March 10, 2020 Alfred Johnson3 CommentsAd Hoc Reports, Breaking News, Financials Tips

Shelby Financials Ad Hoc Report utility is a simple, but powerful tool designed to help you create your own custom reports. Learn how to get started here.

Issuing a Single Paycheck

June 19, 2019June 19, 2019 Alfred JohnsonLeave a commentBreaking News, Financials Tips

Need to pay 1 employee but not sure where to start? Then you will love this tip. In Payroll hover over Manage, and choose Payroll Processing Select the radio button All Employees and use any of the filters that make Read More

AD HOC Giving Report

March 29, 2019February 19, 2020 Alfred Johnson1 CommentAd Hoc Reports, Financials Tips

I received a call from a church business administrator asking for help. The church is starting a campaign and the fundraising group required a report covering the past 19 years. I suggested using AD HOC Reports, and in just a Read More

Washington State Family and Medical Leave

December 19, 2018March 10, 2020 Alfred Johnson2 CommentsChurch Finances and Procedures, Financials Tips

The Washington State Paid Family and Medical Leave insurance programs to become effective on January 1, 2019.  Premiums and withholding information are available here. NOTE:  The instructions below use feature changes in Release 9.2.2 Year-end Patch. If you use Shelby Financials 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

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Current Release: 11.1

Current release is 11.1

Release 11.2 is scheduled for 5/27/2021 and will contain new Remittance Sub-activities along with other accounting features

Will continue releasing changes on a frequent basis.

11.2 Release Notes

 

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Topics

  • Ad Hoc Reports (5)
  • Best Practices (16)
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  • Church and Politics (5)
  • Church Finances and Procedures (22)
  • Coming Features (2)
  • Financials Tips (24)
  • Nonprofit News (3)
  • Personal Notes (2)
  • Related News (1)
  • Release Updates (4)
  • Security (2)
  • Shelby Systems (2)
  • Year-End (6)
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