Financial Software for Churches and Nonprofits
News and Tips from Shelby Financials' Product Owner
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
Overview: Prior to Release 8.10 Admin users had the ability to choose one of the following password security strength settings: Medium: The password must be between 5 and 30 characters long and must contain at least one digit. Strong: The password Read More
OVERVIEW: The audit period should normally be used for the following situations: Entering opening balances when first starting to use the product, unless we convert your existing data into the system. Release from donor restrictions Reclassify a disbursement to a capitalized Read More
Starting January 1, 2017 employers with less than 50 employees can offer employees a reimbursement for medical insurance that provides minimum essential coverage (MEC). There are a number of requirements and regulations that should be considered before deciding to provide Read More