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.
While churches remain under attack, it is comforting to know that a group of U. S. senators is demanding fair treatment for faith-based organizations from SBA and PPP lenders. Download your own copy of the letter here
Several readers have asked for help in tracking and documenting their payroll and other expenses that might be covered with their PPP loan. Your first step should be to check with your accountant or tax expert for guidance. Also, ask Read More
Well, it moved to Form 1099-NEC, but still easy to get to. If you use Accounts Payable, then keep on reading. The IRS made a few changes to form 1099-MISC, shown above. The old 1099-MISC Box 7 has been replaced Read More
Shelby Systems Support team is getting numerous questions about tracking and reporting for their Paycheck Protection Program loan. Dave Heston and I have checked several large audit firms that specialize in working with churches and other nonprofits. Download Dave Heston’s Read More
5 New Features When you first log in to Financials 9.7 Release, you will be greeted with a few pop-up screens highlighting the 4 new features listed above. Alerts and Notifications are the first. You can also create a new Read More
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
The FFCRA rules go into effect on April 1, 2020. Setting up Shelby Financials Payroll to track time off hours subject to the act’s provisions is easier than understanding all of the act’s provisions. See the Department of Labor’s site Read More
6 Ways to Manage Summertime Expenses Like VBS Use ShelbyFinancials home screen dashboards Set permission limits so department heads can run their reports Use Projects to track expenses across all accounts Use Purchasing Management to watch and control purchases Use 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.