Shelby Financials
Essentials
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Want to learn more about Shelby Financials? Watch the video below to see an overview of the software. If you want to move forward with using ShelbyFinancials, click HERE to complete the interest form and a Church Success Partner will connect with you.
“Change is Coming: New IRS Rules for Filing W2s and 1099s” Webinar, please find below, a recap of the important information that was presented along with presentation slides.
Learn how to assign roles, set security permissions to permit access to the various functions and configure initial settings of the Financials software.
Setting up General Ledger is key to your whole financial structure and process. Here you will determine the financial company, calendar or fiscal year, your account structure or design, your groupings and accounts, your budgets, and your projects.
In the Bank Account Management course, you’ll learn how to setup your bank account settings, manage transactions, reconciliation and reporting.
Before your company setup can start, a very important decision must be made about the financial operations of your organization: does your organization operate on a cash or accrual basis when it comes to paying bills? Answers these questions and more
The Payroll module covers the basics of payroll entry and reporting. Learn how to setup your organization, setup employees, run payroll and check management.
Learn how to assign roles, set security permissions to permit access to the various functions and configure initial settings of the Financials software.
Setting up General Ledger is key to your whole financial structure and process. Here you will determine the financial company, calendar or fiscal year, your account structure or design, your groupings and accounts, your budgets, and your projects.
In the Bank Account Management course, you’ll learn how to setup your bank account settings, manage transactions, reconciliation and reporting.
Before your company setup can start, a very important decision must be made about the financial operations of your organization: does your organization operate on a cash or accrual basis when it comes to paying bills? Answers these questions and more
The Payroll module covers the basics of payroll entry and reporting. Learn how to setup your organization, setup employees, run payroll and check management.