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 email@example.com. Overview ShelbyNext | Membership - Overview Demo05:08 Absences Report ShelbyNext-Membership-Absences Report01:54 Calendar Overview ShelbyNext | Membership - Calendar Overview Demo04:02 Giving (Funds and Entry) ShelbyNext | Membership - Giving (Funds and Entry)02:41 Group Functions ShelbyNext | Membership - Group Functions02:24 Interactions ShelbyNext | Membership - Interactions03:40 Logins, Roles and Permissions ShelbyNext | Membership - Logins, Roles and Permissions03:05 Mass Contact ShelbyNext | Membership - Mass Contact04:21 Online Directory ShelbyNext | Membership-Online Directory03:13 Your Logo and Colors ShelbyNext | Membership - Use and Display Your Logo and Colors01:38 Online Giving Overview ShelbyNext | Giving - Overview Demo04:26 Church Accounting Getting Started Overview Financials-Getting Started05:20 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 clickFlexible dashboard allows users to see important information in real timeOption to quickly print a check when neededEasy entry of electronic transfer of fundsLive link to purchase orders for selected vendorNew transaction inquiry report supports drill down to transaction detailNew transaction inquiry report adds easy access to view memo contentsNew 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 invoicesFlexible invoice designProduce monthly statementsFlexible statement designAccept and track advance paymentsEasily see if an account has prepaid/unapplied funds availableInterfaces with General Ledger and Bank Account ManagementProvides solid audit trailProduce 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 clickDeposits and withdrawals are entered in this application replacing Check ExpressEntries made in the application can be posted directly to the General Ledger bypassing edit processOne button reconciliation reportA “View All Items” feature displays in a check register formatApplication 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 numberCreates depreciation and allows extensive comment spaceInformation for replacement costs and projected replacement dateWarranty and contract informationTypes 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 assetProvides ways to manage long-range planningAssures that depreciations are managed to fit your organization’s tracking methodsValidates information supplied to banks, lending institutions and business organizationsSupports miniSCAN to create an inventory list of tagged assetsUpdates 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 accountsBalance 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 renamedAll levels can be marked inactive when no longer neededMaximum account length increased from 9 to 15Accounts now support sub-accountsAccounts can be selected to be unavailable when making a manual journal entryProgram allows flagging account codes to note their restriction type (i.e. unrestricted, temporarily restricted, permanently restricted)Projects can be unique or shared with different companiesProjects now allow entry of begin date, end date, and maximum totalOne button click to reverse and copy a selected journal entry making corrections fasterAbility to change/move account directly from applicationAbility to close period and year directly from applicationAbility 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 clickFlexible dashboard allows users to see important information in real timeEmployee deduction types include history of changesEmployee compensation types include history of changesSupports up to 4 time off types, each of which can be renamedUsers can track time off totals by dateImproved manual check screen which shows all information in a single viewHistory report shows changes made to an individual’s compensation and deductionsEmployee earnings report supports drill down featureImproved reports with new, cleaner lookAll 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.