ShelbyNext Resources

We appreciate you taking the time to visit our ShelbyNext Resources library. We’ll be constantly updating this section to help inform you of any new product developments. Please do not hesitate to contact us with any additional feedback.

---

Church Membership

---

Getting Started

ShelbyNext was designed to distribute all aspects of ministry management across the following areas:

Members – Each member of your church or organization is able to be a part of the system, and they can be categorized into specific groups as needed. Managing families is easy, as each individual member can be added or removed at any time.

Groups – Your system’s members are able to be placed into groups, and each group can be organized exactly as you see fit. You also have the ability to mass email or communicate to as many groups as desired.

Interactions – Any communication you have had with a member of your organization is tracked as an interaction. You are able to log any interaction such as a phone call, house visit or email, and you have the ability to create your type of interaction within the system (i.e. Social media message). Interactions tracking allows you to designate certain staff members or volunteers to reach out to a member of your organization. An email will be sent to the designated person of your choice, which will include the member’s information and a summary of what type of interaction you would like to see completed. Each interaction is logged in your database and will be marked as completed once a specified task has been completed. You will have a full record to ensure each individual has had the appropriate amount of contact with your church staff and volunteers.

Attendance – You will be able to enter attendance at the convenience of RFID cards. Each member is able to own a person RFID card that is small enough to be carried in a purse or wallet. With this innovative electronic card, the individual simply waves the card in front of the device you choose to have running the Reader application. The Reader application works on any computer that runs Microsoft Windows, Apple OS X or Linux. Each member’s attendance will then be logged in the system, and you are able to quickly and conveniently print any attendance reports when needed. For simple attendance that requires just a head count, you are able to enter total numbers without the use of the RFID cards.

Reports – Once your organization’s data has been inputted into the system, you are able to choose the report you would like to be printed or saved. You are able to track attendance and see trends in meetings, individual groups, and individual members. You can also view members who may have been absent so that someone is able to reach out with a follow-up if needed. Printing these reports is easy, and you can choose list or graph versions of your data. Search – Find what you need quickly and conveniently by filtering all member information (name, address, phone number, etc.) and interaction information (name, date, summary). With real-time data, your search will update as you use the system, that way nothing is overlooked or unnecessarily repeated.

Settings – You are able to determine the terms your organization uses. If you would like to use the term students instead of members, you are able to easily change this and customize your organization’s settings. Create custom terms such as ‘Out of Town’ for your attendance records, for an even more accurate reporting function. Your logo and name can also appear in all reports and applications.

Permissions – Allowing certain permissions for the system is simple. This can be completed by using Roles. Roles allow certain users to view all data while letting some view only partial data, as needed. This gives a more robust organizational management of the church’s information, and better designation tasks, interactions and roles.

More questions? No problem! Feel free to call us at 800-877-0222 to assist with any other needs or email us at membership@shelbynext.com.

---

Overview

---

Absences Report

---

Calendar Overview

---

Giving (Funds and Entry)

---

Group Functions

---

Interactions

---

Logins, Roles and Permissions

---

Mass Contact

---

Online Directory

---

Your Logo and Colors

---

Online Giving

Overview

---

Church Accounting

Getting Started Overview

---

Accounts Payable

Web-based Fund Accounting Software

The Accounts Payable module provides the ability to securely pay bills, manage credits from and payments to vendors and keep records of invoices all online. Users may operate on an accrual or modified accrual basis. The ShelbyNext Financials Base Package includes General Ledger, Accounts Payable, and Bank Account Management. Payroll, Accounts Receivable, Fixed Assets, and Purchase Order are additional options currently available.

Features and Benefits

• Improved navigation – with My Tasks you are able to get to any page with one click
• Flexible dashboard allows users to see important information in real time
• Option to quickly print a check when needed
• Easy entry of electronic transfer of funds
• Live link to purchase orders for selected vendor
• New transaction inquiry report supports drill down to transaction detail
• New transaction inquiry report adds easy access to view memo contents
• New transaction inquiry report supports reprinting check voucher/MICR check

---

Accounts Receivable

Web-based Fund Accounting Software

The Accounts Receivable application provides the ability to create invoices and produces statements for various activities. Churches that have Mother’s Day Out Programs, a school, or provide other billable services, will find Accounts Receivable very helpful. This feature-rich application allows posting to multiple General Ledger balance sheet accounts by establishing Revenue Centers. Each Revenue Center can also have multiple item codes. Item codes are then used to bill for specific services, activities and/or goods.

Features and Benefits

• Create invoices
• Flexible invoice design
• Produce monthly statements
• Flexible statement design
• Accept and track advance payments
• Easily see if an account has prepaid/unapplied funds available
• Interfaces with General Ledger and Bank Account Management
• Provides solid audit trail
• Produce recurring invoices

---

Bank Account Management

Web-based Fund Accounting Software

Bank Account Management electronically manages your checkbook, so dealing with statements is quick, accurate and painless. Since it is hosted in the cloud, you also have the ability to access your data from any location that has an internet connection. The ShelbyNext Financials Base Package includes General Ledger, Accounts Payable, and Bank Account Management. Payroll, Accounts Receivable, Fixed Assets, and Purchase Order are additional options currently available.

Features and Benefits

• Improved navigation – with My Tasks you are able to get to any page with one click
• Deposits and withdrawals are entered in this application replacing Check Express
• Entries made in the application can be posted directly to the General Ledger bypassing edit process
• One button reconciliation report
• A “View All Items” feature displays in a check register format
• Application now reconciles to the bank statement and to the General Ledger in real time

---

Fixed Assets

Web-based Fund Accounting Software

The Fixed Assets Application allows users to catalog fixed assets, conduct periodic inventories of tags and create depreciation entries which update the General Ledger. Along with multiple canned reports, the application also includes a completely new way to filter data to quickly provide the information you need.

Features and Benefits

• Data can be tracked by tag #, location, class, vendor number, purchase order number and serial number
• Creates depreciation and allows extensive comment space
• Information for replacement costs and projected replacement date
• Warranty and contract information
• Types of depreciation: all current and prior supported (allow methods based on capitalized date)
• Can record depreciation for Book (interface with GL) and Tax (for reporting only)
• Depreciation calculation upon entry of asset
• Provides ways to manage long-range planning
• Assures that depreciations are managed to fit your organization’s tracking methods
• Validates information supplied to banks, lending institutions and business organizations
• Supports miniSCAN to create an inventory list of tagged assets
• Updates application and creates a list of missed assets as well as lists of tagged assets not set up in Fixed Assets

---

General Ledger

Web-based Fund Accounting Software

General Ledger is the backbone of your accounting system and is integrated with all of the financial applications. Stored data provides history and reports to handle planning and budgeting activities. Source documents provide great audit information. Quickly send reports directly to Excel® with the click of a mouse. The ShelbyNext Financials Base Package includes General Ledger, Accounts Payable, and Bank Account Management. Payroll, Accounts Receivable, Fixed Assets, and Purchase Order are additional options currently available.

Features and Benefits

• Improved navigation – with My Tasks you are able to get to any page with one click,/li>
• New Chart of Accounts setup includes automatic headers and totals/subtotals allowing all account numbers to be assigned to active accounts
• Balance sheet levels increased from 1 (Fund) to 3 (Fund, Fund Group, Region) Income Expense levels increased from 1 (Department) to 3 (Department, Cost Center, Location)
• All account levels can be renamed
• All levels can be marked inactive when no longer needed
• Maximum account length increased from 9 to 15
• Accounts now support sub-accounts
• Accounts can be selected to be unavailable when making a manual journal entry
• Program allows flagging account codes to note their restriction type (i.e. unrestricted, temporarily restricted, permanently restricted)
• Projects can be unique or shared with different companies
• Projects now allow entry of begin date, end date, and maximum total
• One button click to reverse and copy a selected journal entry making corrections faster
• Ability to change/move account directly from application
• Ability to close period and year directly from application
• Ability to import journal entries in common spreadsheet view

---

Payroll

Web-based Fund Accounting Software

This application securely manages all aspects of your payroll process. It provides gross wage computation, calculates all necessary taxes, determines voluntary deductions, and prints a payroll check or voucher for each employee. It also accumulates necessary totals for monthly, quarterly, and annual government and management reporting, including magnetic media reporting.

Features and Benefits

• Improved navigation – with My Tasks you are able to get to any page with one click
• Flexible dashboard allows users to see important information in real time
• Employee deduction types include history of changes
• Employee compensation types include history of changes
• Supports up to 4 time off types, each of which can be renamed
• Users can track time off totals by date
• Improved manual check screen which shows all information in a single view
• History report shows changes made to an individual’s compensation and deductions
• Employee earnings report supports drill down feature
• Improved reports with new, cleaner look
• All tax tables are automatically loaded and kept up to date without any user interaction

---

Purchasing Management

Purchasing Management brings your ministry’s acquisition process to the web. From entering purchase orders to identifying your unique approval process, Shelby provides all the tools needed to ensure your purchasing workflow runs smoothly.

Features and Benefits

• Add specific approval processes for each of your ministries.
• Entering a new purchase order is quick, simple and can be done from anywhere you have an internet connection.
• Anyone your organization wishes to include in the purchasing process can be alerted via email to a purchase order needing approval.
• Users are alerted if an order will exceed the budget allotted to a specific account.
• Purchase orders are also viewable while paying invoices within Accounts Payable for an even tighter integration.