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
Need to create Accounts Payable Invoices for a selected group of Vendors – FAST?Well, now you can Just open Shelby Financials, Accounts Payable application, hover over Modify and then choose Vendor Information Click Search on the Filters tab Place a Read More
New for 2021 Year-end Starting this year, if you send 100 or more Form W-2s to SSA,, then you will have to file them electronically. In 2023 that limit is lowered to 10 You might want to review and check Read More
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
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
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
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 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
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.
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