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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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Using Relationships in Financials’ Accounts Receivable

May 28, 2018August 13, 2018 Alfred JohnsonLeave a commentChurch Finances and Procedures, Financials Tips

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

Introducing the New Ad Hoc Report Tool

April 20, 2018May 18, 2020 Alfred JohnsonLeave a commentAd Hoc Reports, Breaking News

The May release contains several new features, one of which is the Phase 1 Ad Hoc Report tool. Our hosted financial users have been requesting a replacement for v.5 ShelbyQUERY for some time.  So, we have been trying to build such Read More

Using Summary Option in General Ledger’s View Posted Journals

March 26, 2018 Alfred JohnsonLeave a commentBreaking News, Financials Tips

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

Payroll Deductions for Charitable Contributions

February 27, 2018February 27, 2018 Alfred JohnsonLeave a commentBreaking News, Financials Tips

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

Using Financials Password Security Settings

February 21, 2018May 29, 2018 Alfred JohnsonLeave a commentBreaking News, Financials Tips, Security

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

Using the Audit Period

February 1, 2018February 1, 2018 Alfred JohnsonLeave a commentFinancials Tips

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

Qualified Small Employer Health Reimbursement Arrangements (QSEHRA)

January 15, 2018January 15, 2018 Alfred JohnsonLeave a commentBreaking News, Church Finances and Procedures, Financials Tips, Year-End

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

Employer Paid Health Care Value

December 21, 2017January 17, 2018 Alfred JohnsonLeave a commentChurch Finances and Procedures, Financials Tips, Year-End

Employers, including nonprofit organizations, are required, beginning in calendar year 2017, to report the fair market value of provided health care benefits. This information is to be included on IRS Form W-2 in Box 12, using code DD, for every 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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