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We hope that
you enjoy reading our newsletter each month as we keep you "in the
know" regarding our platforms and
services. The October edition includes some tips
that we hope help you grow your ministry and minister
to your congregation.
In
this month's newsletter we'll cover:
- Google
Pay Now Available for Giving and Forms
- IRS
Changes the Filing Regulations for W2s and 1099s
- Updated
Look to Individuals and Search Screens
in ShelbyNext Membership
- New
for Shelby Financials
- Webinar
Resources
We are here
to serve you as you serve in your ministry. Have a blessed day and
enjoy the newsletter!
Steve
Pruitt
Steve.pruitt@shelbyinc.com
General
Manager, Shelby Systems
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Google Pay Now Available for Giving and Forms
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Many folks
use what is called a digital wallet as a way to pay for things online
or with their phone. Google Pay is a very popular digital wallet
option, so opening this up on your Forms could make things easier for
many of your donors or those using your Forms. There is no extra fee
for using this and it is very simple for you to implement.
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IRS Changes the Filing Regulations for W2s and 1099s
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The IRS has
drafted new regulations concerning year-end (W-2, 1099 & 1095)
filing that will be impacting nearly all Shelby users in coming months.
Nelco, our partner for year-end reporting, helps to keep you informed
of these changes. You can find out how these proposed regulations will
impact you and find easy filing solutions and stay up to date with
Nelco. Learn more from their website: NelcoSolutions.com/E-File-Threshold
We are doing
a deep dive into these topics and the solutions to the challenges they
present on October 20th at 2:00pm Central Time. Sign
up early for this FREE webinar.
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Updated Look to Individuals and
Search Screens in ShelbyNext Membership
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In an
ever-increasing attempt to simplify the software and improve the user
experience, there have been some changes to the most used screens in
ShelbyNext Membership, Individuals and Search.
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Instead of needing
to navigate to several pages or having to search in a different place
for a function, the goal was to give as much functionality as possible
and make it simple for users to use a search function, manage
duplicates, import records, or add a new record. All of this is now on
the main screen easy to find.
From one
screen you can now do all of this:
- Search - either
using simple search, advanced or query search
- Choose Lists - Show
All records, Directory names, or just Visitors
- Add
or Import - bring in or
enter new records
- Manage
Duplicate records Find or
merge duplicate records
- Add
Columns Temporarily add or
remove columns to this grid
- More
options using the three
dots export or update using Common functions
- Order
Created records will
automatically be ordered with the newest records at the top
(this can be changed
by clicking the name of a column to sort ascending or descending
by that column).
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New for Shelby Financials
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Dont
Pay the Same Invoice Twice
With Shelby
Financials Release 12.6 you now have the ability in Account Payable to
make sure that you do not pay the same invoice multiple times.
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Enter
Accounts Receivable Easier and Faster
If you are
accustomed to using your Tab Key (or the + key) to move from one field
to the next, and you must tab several times across fields that you
never, or seldom use, then you are going to love this new AR
feature.
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Webinar Recordings
Advance Your
Knowledge: Making, Tracking, and Reporting Budgets
(September
22nd)
Learn about setting
and tracking budgets with Shelby!
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Manage Your Church Worship Services Simply and
Effectively
Is your
church paying for Planning Center to assist with volunteer scheduling
and worship planning? Did you know that ShelbyNext has volunteer
management and worship planning built right in?
Catch the
replay of our recent webinar to learn how to:
- Organize your services,
series, and events with an easy-to-use planning tool
- Seamlessly plan your next
services
- Collaborate and schedule
with your teams and volunteers
- And more!
Why pay for
extra software like Planning Center when you can have an integrated
planning software with ShelbyNext? Watch the free webinar replay now!
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Upcoming Webinars
Things You Need To Know Before Year-End for eFiling Your
W2s and 1099s
Join us for a
webinar on October 20 at 2 pm CT to learn about the updates being
implemented by the IRS and how the integration of Nelco Forms and
Shelby Financials can help you:
- Manage
your church accounting and your taxes.
- File
Your W-2s and 1099s in minutes.
- Save
your church time and money.
- Meet
all federal and state requirements.
- And
more.
Secure your
spot for this free webinar now!
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Advance
Your Knowledge: Purpose Driven Forms Part 2 (Giving, Special
Events, and Holiday preparations)
Mark Crain and Staci Sampson return to continue covering
just a few of the awesome tools available in your Forms. Some of the
many things we will cover are using ticketing, sign up slots, setting
early bird rates, creating events with a size limit, and digital
signatures.
It is not
necessary to have seen Purpose Driven Forms Part 1 to attend this
webinar, but you will certainly want to view both webinars to get all
the tips and tricks possible.
You dont want to miss this FREE webinar! Register now
and reserve your spot.
Presented by Shelby Systems:
Purpose Driven Forms Part 2
Wednesday, October 27
2:00-2:45 pm (Central Time)
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