Courses

Financials Certification - User Setup & Security

Learn how to assign roles, set security permissions to permit access to the various functions and configure initial settings of the Financials software.

Financials Certification - General Ledger

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.

Financials Certification - Accounts Payable

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

Financials Certification - Bank Account Management

In the Bank Account Management course, you’ll learn how to setup your bank account settings, manage transactions, reconciliation and reporting.

Financials Certification - Payroll

The Payroll module covers the basics of payroll entry and reporting. Learn how to setup your organization, setup employees, run payroll and check management.

Overview - Employee Portal for Payroll

The Portal for Shelby Financials is an entry point for those who do not have a normal login to Shelby Financials. This allows access for those who only need to inquire on their own personal status or submit personal requests.