When I first started working for J. C. Penney, Mr. Bailey, the store manager, gave me this piece of advice, “Do everything in a way that no one will ever question your integrity.” And for the past 50 plus years, I have tried to conduct myself in keeping with Mr. Bailey’s words of wisdom. Years later while teaching QuickBooks at Midland Junior College, I tried to impress each group of students with the need to make sure no one would question the accuracy of their bookkeeping work. For me, that was a struggle because in QuickBooks it was, and still is, very easy to change or delete entries without anyone knowing what has been done. And, there are no system reports, but rather a robust list of filters allowing users to create a distorted view of the actually activity. Since those days, I have taught, and used, several different systems. Some are better than others in protecting users’ integrity. But, software alone cannot completely dictate fixed procedures and still be flexible enough to accommodate small to large organizations. With this in mind, I plan to cover each Shelby Financials application in separate posts in this series devoted to Best Practices.
My intent is to get you to think about your own setting and how you can structure your work in a way that is very transparent, has checks and balances, use the tools in Shelby Financials in a way that no one will ever have a reason to question your integrity.