Financials Archives - Shelby Systems

Put a Bow on the Year with These Helpful Resources

Year-End is here! Contribution Statements, W2s, 1099s, closing your financial books, budgeting…. the lists go on and on. We hope the following resources will help you get ready and have a successful year end. […]

11 Church Finance Committee Duties And Responsibilities

Does your church finance committee do what is necessary to sustain a vibrant ministry?Churches elect or assign members to serve on a Finance Committee. This team of people is responsible for the management and stewardship of church financial resources. This crucial committee can have a significant influence on the sustained financial health and growth of […]

Top 5 Most Requested Features in Financials Release 9.4

This financial news is brought to you by the Alfred Johnson blog. Here are the Top 5 Most Requested Features in Financials Release 9.4: New option in Accounts Payable to print checks in the order that invoices are entered Accounts Payable and Payroll has a new workflow to keep users from forgetting to download ACH […]

Using the Ad Hoc Giving Report

This financial news is brought to you by the Alfred Johnson blog. I received a call from a church business administrator asking for help. The church is starting a campaign and the fundraising group required a report covering the past 19 years. I suggested using AD HOC Reports, and in just a few minutes the […]

10 CHURCH ACCOUNTING EVALUATION QUESTIONS FROM SHELBY SYSTEMS CHMS

When I first started working for JCPenney the store manager gave me this piece of advice, “Do everything in a way that no one will ever question your integrity.” For the past 50-plus years, I have tried to conduct myself in keeping with his words of wisdom. Years later while teaching QuickBooks at Midland Junior […]

Shelby Financials Release 9.3.0 Highlights

This financial news is brought to you by the Alfred Johnson blog. The Shelby Financials Release 9.3.0 includes two of our most requested features and a significant upgrade to a denominational headquarters application. General Ledger’s Statement of Financial Position now has an option that will shorten the length of the report by only printing the current […]

Natural Classifications List

This financials news is brought to you by the Alfred Johnson blog. The largest challenge in setting up the Statement of Functional Expense report just might be coming up with a good natural classifications list. I consulted with several accountants, auditors, and accounting firms asking what they might be advising their church clients to use. […]

Best Practices – Separation of Duties

This financial news is brought to you by the Alfred Johnson blog. A number of years ago I was contacted by a pastor wanting to know how he could log in to their accounting application. I told him that his church accountant could give him access. His answer? “She will not let me look at […]

Tag: Financials