Shelby Institute provides the opportunity for you to get the training you want delivered right to your computer on your own schedule. Assisted by a Coach who is there to answer questions and provide feedback on your progress through each course, you will move at your own pace through 3-lesson and 6-lesson courses that are targeted at specific training needs, allowing you to sign up for just the information you need to get your ministry done more effectively than ever.
Non-Financial Courses
Basic Attendance Workflow
3 Lessons, $59 Teacher: Geoff Johnson
- Attendance and the Relationship to Membership Organizations
- Processing Attendance
- Running the Standard Roll and Other Key Reports
Basic GlobaFILE Workflow
6 Lessons, $99 Teacher: Geoff Johnson
- GlobaFILE Basics
- Adding Individuals, Families, and Organizations
- Address, Phone, and Demographic Information
- Tracking Immediate and Extended Family
- Using Profiles and Custom Tabs
- Using the Mail Merge Tool
Basic Membership Workflow
6 Lessons, $99 Teacher: Geoff Johnson
- Membership Basics
- Adding Individuals and Families
- Tracking Key Membership Information
- Entering and Reviewing Organization Information
- Tracking Additional Information
- Using the Mail Merge Tool and Envelope List Report
Reporting on Names, Addresses, and Phones
6 Lessons, $99 Teacher: Geoff Johnson
- Introduction and Name Criteria
- Using Address Criteria (Part I)
- Using Address Criteria (Part II) and Phone Criteria
- Lists and Informational Reports
- Communication Reports
- Sorting and Print Parameters
Reporting on Profiles
3 Lessons, $59 Teacher: Geoff Johnson
- Using the Profile Criteria
- Including Profiles on Your Report Output
- Sorting by Profile and Using Print Parameters
Selections and Listings Essential Concepts
3 Lessons, $59 Teacher: Geoff Johnson
- Selections & Listings Basics
- Using the Wizard to Create a Report
- Using Report Setup, Wildcards, and Print Preview Options
Using SQL in ShelbyQUERY
6 Lessons, $99 Teacher: Geoff Johnson
- Understanding Database Structure
- Creating One-Table Queries with Query Builder
- Creating Multiple-Table Queries with Query Builder
- Manipulating the Data
- Sorting and Grouping the Data
- Shelby Reporter Options
Financial Courses
Bank Reconciliation Workflow
3 Lessons, $59 Teacher: Geoff Johnson
- Introduction to the Bank Reconciliation Module
- Reconciling to the Bank Statement
- Starting Over with Reconciliation
Basic Accounts Payable Workflow
6 Lessons, $99 Teacher: Geoff Johnson
- Accounts Payable Basics
- Maintaining and Viewing Vendor Information
- Entering Invoices and Printing Checks
- Using Inquiries to Review Accounts Payable History
- Voiding Checks and Unpaid Invoices
- Commonly Used AP Reports
Basic Contribution Workflow
6 Lessons, $99 Teacher: Geoff Johnson
- Contributions Basics
- Entering and Maintaining Pledges
- Using the Processing Preferences
- Processing Contributions
- Using Inquiries to Review and Correct Contribution History
- Running Giving Statements and Other Common Contributions Reports
Basic General Ledger Workflow
6 Lessons, $99 Teacher: Geoff Johnson
- General Ledger Basics
- Entering and Modifying Budget Information
- Entering and Correcting Manual Journal Entries
- Using Inquiries to Review Account Activity
- Closing a Period or Fiscal Year
- Commonly Used General Ledger Reports
Check Express Workflow
3 Lessons, $59 Teacher: Geoff Johnson
- Check Express Basics
- Processing Checks, Withdrawals, and Deposits
- Voiding Checks
Credit Card Tracking
3 Lessons, $59 Teacher: Geoff Johnson
- Setting Up Credit Cards and Users
- Processing Credit Card Transactions
- Using Inquiry and Reports to Review Credit Card History
Payroll Basics
6 Lessons, $99 Teacher: Geoff Johnson
- Payroll Basics
- Entering and Maintaining Basic Employee Information
- Entering Compensation, Deduction, and Tax Information
- Managing Sick and Vacation Time
- Running Payroll Checks, Recording Manual Checks, and Voiding Checks
- Making Inquiries and Running Common Payroll Reports
Each enrollment you purchase allows one person access to the Institute course for the period of the enrollment. Each student will have 30 days to participate in a 3-Lesson course or 60 days to participate in a 6-Lesson course. You may purchase more than one enrollment at a time. When you do, an Education Team member will contact you regarding your purchase to receive your instructions for how you wish to redeem your enrollments.
Each student must be set up with a user account and password to the Institute site at http://institute.shelbysystems.com. Although normally completed the same day, it can take up to two business days to complete the account setup and enrollment. The enrollment period does not begin until the initial processing is complete and the student is sent a confirmation of enrollment along with instructions for how to begin taking the course.
