Alfred Johnson Archives - Shelby Systems

Best Practices – Bank Reconciliation

This financial news is brought to you by the Alfred Johnson blog. Dave Heston, a Shelby Financials Consultant, sent me a copy of his step-by-step guide for reconciling monthly bank statements. After reviewing the guide, I decided it belongs in the Best Practices section of my blog. You can download a copy here. Dave, thank […]

Best Practices: Transferring Funds

This financial news is brought to you by the Alfred Johnson blog. “What is the best way to move funds from one of our bank accounts to another asset account?” I get that question a lot. There are a couple of ways, but perhaps the best way is to use Enter Transactions in Bank Account Management. The reason […]

ISSUING A SINGLE PAYCHECK

This financial news is brought to you by the Alfred Johnson blog. Need to pay 1 employee but not sure where to start? Then you will love this tip. In Payroll hover over Manage, and choose Payroll Processing Select the radio button All Employees and use any of the filters that make the employee list shorter Click Search which will show all […]

Natural Classifications List

This financials news is brought to you by the Alfred Johnson blog. The largest challenge in setting up the Statement of Functional Expense report just might be coming up with a good natural classifications list. I consulted with several accountants, auditors, and accounting firms asking what they might be advising their church clients to use. […]

Time to Order 2018 Year-End Forms

This financials news is brought to you by the Alfred Johnson blog. This year you have multiple options from within Financials to file the necessary year-end tax forms. Financials now supports the following methods to review and submit year-end tax forms from Accounts Payable and Payroll. Edit List – a quick view to verify your […]

Who Paid My Bill?

If you use the Shelby Financials Accounts Receivable application and get a call from one of your “Bill To” customers asking, “Who paid my bill?”, then you might find this tip helpful. When you receive payment from an individual who does not receive an AR statement but directs the funds to be applied to an […]

ECFA Free Budgeting Webinar – September 26, 2018

This financial news is brought to you by the Alfred Johnson blog. It might be time for you to start thinking about next year’s budget. If so, then you should consider signing up for the ECFA 10 Essentials of Church Budgeting session. ECFA continues to provide excellent and timely webinars. And while you are considering […]

Best Practices – Separation of Duties

This financial news is brought to you by the Alfred Johnson blog. A number of years ago I was contacted by a pastor wanting to know how he could log in to their accounting application. I told him that his church accountant could give him access. His answer? “She will not let me look at […]

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