Shelby 101 Virtual Training Workshops

The Virtual Training Workshops are designed for new ChMS or ShelbyFinancials customers, users who need a refresher course, and/or existing customers who change staff positions. These two workshops are two hours daily over four days on two subsequent weeks (Non-Financials and then Financials)

Each workshop:

  • Offered online as an interactive lecture style Zoom sessions
  • Limited to 15 attendees
  • Includes a detailed step by step workbook (available as a PDF download)

Each workshop day will run from 10:00 am – 12:00 pm (Central Time)

Non-Financials 101 Virtual Workshop

Monday through Thursday (10:00 AM – 12:00 PM each day)
Sign up for one, two, or all four topics

  • 101-People and Groups (Monday)

    Using Search, Editing Existing Records, Adding New Records, Finding and Merging Duplicates, Creating and Managing Groups, Aggregates, Group Views, Mass Contacts
    Register for:
    February 6, 2023 (10:00 AM – 12:00 PM Central)

  • 101-Attendance, Check-In, and Permissions (Tuesday)

    Enrolling in Classes, Running Roll Sheets, Attendance Entry, Check-In Basics (Station Setup), Attendance Reports, Promotions, Permission Roles, Leader Roles
    Register for:
    February 7, 2023 (10:00 AM – 12:00 PM Central)

  • 101-Giving and Online Giving (Wednesday)

    Giving Settings (Category Codes), Sync Settings, Processing Giving, Sync to General Ledger, Correcting Entries, Giving Reports, Setup for Online Giving, Connecting to ChMS
    Register for:
    February 8, 2023 (10:00 AM – 12:00 PM Central)

  • 101-Forms and Workflows (Thursday)

    Workflow Triggers and Actions, Form Basics (Field options, Static Content, Payment Fields, Conditions) Creating a Form, Form Properties, Form Manager, Connecting Form to a Workflow
    Register for:
    February 9, 2023 (10:00 AM – 12:00 PM Central)

  • Register for all four 101 Non-Financials – $250
    (for almost 17% discount)

    February 101 Non-Financials

Cost
$75 per session/ per person before cutoff / $100 after cutoff
$250 if you purchase the Bundle and buy all four Non-Financials

ShelbyFinancials 101 Virtual Workshop

Monday through Thursday (10:00 AM – 12:00 PM each day)
Sign up for one, two, or all four topics

  • 101-General Ledger (Monday)

    Navigation, Company Information, Account Structure, Chart of Accounts Journals, Inquiry, Reports (Monthly & Informational), Closing Fiscal Year.
    Register for:
    February 13, 2023 (10:00 AM – 12:00 PM Central)

  • 101-Bank Account Management/Security (Tuesday)

    Transactions (Enter, posting, reversing), Reconciling the Bank Statement, Reconciliation Report, What to do if you are Out of Balance, Task Roles, Accounts Rights Roles, User Accounts
    Register for:
    February 14, 2023 (10:00 AM – 12:00 PM Central)

  • 101-Accounts Payable (Wednesday)

    Company Settings, Vendor Setup, Preferences, Transactions (Enter, Manage, Payments, EFTs, Manual Checks, etc), Inquiries, Undo Invoice, Voids Payments, Reports
    Register for:
    February 15, 2023 (10:00 AM – 12:00 PM Central)

  • 101-Payroll (Thursday)

    Employer Information, Compensation & Deduction Information, Tax Tables, Employee setup, Payroll Run, Manual Checks, Void Checks, Inquiry, Payroll Reports (941, W2, ACA, etc)
    Register for:
    February 16, 2023 (10:00 AM – 12:00 PM Central)

  • Register for all four 101 Financials – $250
    (for almost 17% discount)

    February 101 Financials

Cost
$75 per session/ per person before cutoff / $100 after cutoff
$250 if you purchase the Bundle and buy all four Financials

Virtual Training Workshops have a minimum and a maximum enrollment level. We reserve the right to cancel any workshop that does not meet minimum enrollment. For more information regarding the Virtual Training Workshops, please contact us at vtw@ministrybrands.com   or 800-654-1605.