Getting Started with Ad Hoc Reports
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.
Year-end Check List
Federal Reports Make sure you have blank forms for all IRS needed filings. NELCO has what you need. Click Here to order forms Deadline for filings is January 31, 2020, for most reports General Ledger Check all sub-ledgers for unposted 2019 transactions Read More
Issuing a Single Paycheck
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
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
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
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
2018 GAAP Reporting Standards Webinar
In this 43 minute webinar, Rodney Smith, an auditor with PSK, covers new reporting standards for churches and other nonprofits. Alfred Johnson, Shelby Financials Product Owner, provides a quick look at the new Statement of Functional Expense Report. The new Read More
Complying with Rights to Erasure
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
Who Paid My Bill?
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
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