October 14, 2019

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 you…

July 1, 2019

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…

December 12, 2018

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. …

November 28, 2018

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…