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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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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

Create Multiple AP Invoices With One Entry

January 20, 2022January 20, 2022 Alfred Johnson2 CommentsBreaking News, Financials Tips

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

Year-end 2021 Check List (Revised)

November 10, 2021November 9, 2021 Alfred JohnsonLeave a commentBest Practices, Financials Tips, Year-End

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

Ad Hoc Report: Purchasing Management Approvers List for Auditors

May 5, 2021May 5, 2021 Alfred JohnsonLeave a commentAd Hoc Reports, Breaking News, Financials Tips

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

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

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

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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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