The following items plus much more are included in this latest release.

  • Our brand new Purchasing Management module complete with approval paths, external access and more.
  • Invoices can now be linked to purchase orders (including attachments),emails can be sent to the originator and approvers of the request, and purchase orders can be reprinted.
  • A new online portal has been released and can be used for AR payments, PO Requests, and for staff PR History and Time off Requests.
  • User logins can be added which allow external access only and do not count against your user license limit.
  • Added ‘Forgot Password?’ and ‘Forgot User Name?’ features to allow user to retrieve their login credentials.

If you would like more information on Shelby Financials check out our website at Take a look at free video demos here or schedule a personalized demo today.