Shelby Financials

"It is so easy to find a journal or a deposit and Bank Reconciliation works like a charm. Usually whatever a minister or board needs, I can produce relatively quickly."

Pay bills, make payments & manage credits with Accounts Payable
Track & organize the church monies with Accounts Receivable
Calculate taxes, determine deductions & print checks for your payroll
Quickly create receipts for contributions
Store data & create reports with one click
Print & populate all applicable tax forms directly from the software

Financial Suite

Accounts Payable

Provides software to pay bills, keep records of invoices, & manage credits from and payments to vendors. Users operate on a cash, accrual, or modified accrual basis. Module interfaces with Bank Reconciliation, Purchase Order, & General Ledger.

Accounts Receivable

Accurately tracks money you receive from varied sources such as: daycare billing, subscriptions, loan payments & other billable items. It also provides an easy way to place monies in proper funds.

Bank Reconciliation

Electronically manages your checkbook so dealing with statements is quick, accurate and painless. It even accepts imports from MS Money, Quicken or any popular .OFX or .QFX format from your bank for truly simple bank reconciliation.

Business Forms

Fully compatible checks, tax forms, and much more.

Check Express

Lets you process reimbursements instantly for those unexpected check requests. It also records withdrawals & deposits.

Expense Amortization

Use this module as a bookkeeping tool to amortize prepaid expenses over a period of time, rather than having the expenses update your General Ledger as a lump sum at the time of the payment. Using this program allows you to more accurately indicate when expenses are actually incurred.

Fixed Assets

Manages the physical assets of your organization by tracking items as well as noting depreciations. You can also track warranties, calculate depreciations, manage preventative maintenance & document service history.

General Ledger

The backbone of your accounting system, General Ledger is integrated with all Shelby financial modules. Stored data provides history & reports to handle planning and budgeting activities. Cut your time entering next year's budget by directly importing files prepared by your staff. Source documents provide great audit information. Quickly send Shelby reports directly to Excel with the click of a mouse.

General Ledger Plus

Perfect for "umbrella" organizations with multiple locations, such as denominational headquarters or multi-campus churches that require a multiple-company accounting structure. In addition to reporting for each individual company, General Ledger Plus provides consolidated reporting that spans all companies. Reduce staff expenses by handling accounting activities at a central office. Provide companies the power to access their financial information from remote locations via the internet and Microsoft Terminal Services.

Multi-User Licenses

Any organization with multiple staff members using Shelby v.5 software simultaneously needs a multi-user license to allow access to any/all of the applications in the suite of modules. Without a multi-user license, only one person at a time can access your Shelby v.5 software.

Payroll

Manages all aspects of your payroll. It provides gross wage computation, calculates all necessary taxes, determines voluntary deductions, prints a payroll check for the employee, & accumulates necessary totals for monthly, quarterly & annual government & management reporting (including magnetic media reporting).

Purchase Order

Allows supervisors to establish and enforce an "approval process" starting with a requisition & ending with an approved purchase order. The Shelby Desktop Dashboard alerts users when a requisition is awaiting approval, & an automated email notification system notifies managers when they need to approve requisitions. The module can automatically email a purchase order to the vendor upon approval, if desired.