Quem usa esse software?

Churches, denominational headquarters, faith-based nonprofits, para-church ministries.

Avaliações médias

154 avaliações
  • Geral 4 / 5
  • Praticidade 3.8 / 5
  • Atendimento ao cliente 4 / 5
  • Recursos 3.9 / 5
  • Relação qualidade/preço 4 / 5

Detalhes do produto

  • Versão gratuita Não
  • Teste Grátis Não
  • Implantação Nuvem, SaaS, web
  • Formação Pessoalmente
    Ao vivo online
    Webinars
    Documentos
  • Suporte Horário comercial
    Online

Dados sobre o fornecedor

  • Shelby Systems
  • http://www.shelbysystems.com
  • Fundada em 1976

Sobre o ShelbyNext | Financials

Being responsible financial stewards is a vital part of a ministry's call to serve His Church well. ShelbyNext | Financials is a state-of-the-art, Cloud-based software specifically designed to meet the needs of churches, ministries, non-profits and denominational headquarters. Available features include general ledger, payroll, accounts receivable, accounts payable and more. Fulfills your financial requirements for governing boards, financial committees, internal staff, and outside agencies.

Recursos do ShelbyNext | Financials

  • Conciliação bancária
  • Contabilidade de fundos
  • Contas a pagar
  • Contas a receber
  • Elaboração de orçamentos e previsões
  • Gestão da folha de pagamento
  • Gestão de doações
  • Gestão de recursos
  • Razão geral
  • Acompanhamento de atividades
  • Compras e recebimento
  • Conciliação bancária
  • Contabilidade de parceira
  • Contas a pagar
  • Contas a receber
  • Elaboração de orçamentos e previsões
  • Gestão de conformidade
  • Gestão de doadores
  • Gestão de recursos
  • Razão geral

As avaliações mais úteis do ShelbyNext | Financials

ShelbyNext Financials

Avaliado em 09/09/2019
Connie T.
Finance Administratoe
Gestão de organizações sem fins lucrativos, 2-10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação 
5/5
Geral
4 / 5
Praticidade
5 / 5
Recursos e funcionalidades
5 / 5
Suporte ao cliente
5 / 5
Relação qualidade/preço
Probabilidade de recomendação:
Pouco provável Muito provável

Comentários: Able to process checks for monthly invoices quickly. Enables us to report PR taxes on time and with very little effort. Workers' Compensation report provides all information needed for annual audit; simply run, print and send. Custom Reports allow organization to produce information particular to our need. Creates reports that are easy to read. Cuts down on need for large financial staff.

Vantagens: Shelby software is organized into modular components, Accts Payable, Gen Ledger, Payroll, Bank Mngmt & Insurance Billing. These are stand alone modules, but work together to achieve overall outcome with good audit trails. We do not use Insurance Billing. I have worked with ShelbyNext Financials for 4 yrs & Shelby v.5 for 8 yrs; believe it would be challenging to breach either system. Invoices post to Accts Payable module. Once posted/reviewed info sent to Check Processing where checks are issued. Chk Processing does not allow changes to be made & can only clear entry by processing checks. Mistakes cannot be deleted must process as checks, then voided creating an audit trail for entry. Detail of transactions can be printed prior to processing into Gen Ledger. Gen Ledger does not allow changes to info (date, name, amount) from Accts Pay; must be processed as sent. Errors corrected by reversing journal entry; leaving audit trail. Accts Payable features Recurring Payments for various billing periods. Initial set up of invoices is quick & new vendors are easy to add. Invoice #s/amounts are quick/easy to change as needed & provides significant time savings to check processing. 1099s are printed through Accts Payable. Payroll maintains info for next PR & finalizes to General Ledger. Easy to run Earning reports,
Federal/State taxes, W-2s & Worker's Comp reports for WC audits. Shelby has ability to produce customized reports and all reports can be exported to Excel.

Desvantagens: Have yet to find something I do not like about Shelby software. There is a learning curve as ShelbyNext is multifaceted and takes a little time and patience to use proficiently, but is easy to learn and tech support is always available to help with problems. There are times when I have waited in que for 20 minutes for help from tech support, however understand other people are needing help as much as me; therefore, should my problem take an unusual amount of time to answer, I know tech will stay with me until my issue is resolved . Shelby techs have ability to remote in to system and see your screen which makes solving problems much easier and quicker.

ShelbyNext Financials

Avaliado em 08/09/2019
Ana P.
Senior Accountant
Instituições religiosas, 51-200 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação 
4/5
Geral
5 / 5
Praticidade
4 / 5
Recursos e funcionalidades
5 / 5
Suporte ao cliente
Relação qualidade/preço
Probabilidade de recomendação:
Pouco provável Muito provável

Vantagens: I have been using ShelbyNext Financials only for a year, so I believe there are a lot still to learn; but so far I like it a lot.
It's non accountant user's friendly, which help Financial Dept let the others see their updated budget information; with the setup of the correct security parameters
In general all the configuration is really easy, while modifying the COA you'll be able to see the levels on the screen which it will help to setup new accounts.
The option to have the reports in different formats is useful.
Importing the annual budget, the credit card into ShelyNext saves a lot of time and reduce the errors.
There is a lot of features that you'll be discovering as your needs appear.
In my position, have access from anywhere to the accounting is awesome.

Desvantagens: The cons that I found is the exporting in excel, most used for finances; the reports include additional lines and columns that you basically have to re-format the entire report.
We are coming from v.5 which was giving us the option to refresh in excel at any time the monthly balances, with ShelbyNext we have to export in excel every time an once again re-format the report.
No much information for the Ad Hoc Reports, which are extremely hard to understand and use them; reports from Payroll relate to employees information only, and reports from Purchasing Management (no reporting at all) are important to us and ShelbyNext doesn't give options.
We would like to be able to have consolidate Financial Reports for the different campus we have directly from the software.

Shelby Financials Overall Viewpoint

Avaliado em 21/08/2019
Larry S.
Accounting
Instituições religiosas, 51-200 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação 
4/5
Geral
5 / 5
Praticidade
4 / 5
Recursos e funcionalidades
5 / 5
Suporte ao cliente
4 / 5
Relação qualidade/preço
Probabilidade de recomendação:
Pouco provável Muito provável

Comentários: Overall, as stated previously, it's a solid product and is light years ahead of our old software. There was a learning curve, but---it was well worth the effort.

Vantagens: The software is easy to use. I love some of the "short cuts" it offers when referenced against our old software package. (i.e.--the ease of voiding a check for example). It's pretty user friendly. I can usually find what I need by just looking through the menu options. Additionally, I was initially concerned/skeptical about a web based platform for our financial software (our previous setup was in house stand alone installation. No web interaction needed) But, it's been a very pleasant surprise! I have had few, if any, issues with this setup. Plus, being web based, I can get a quick view of every check or giving batch I ever enter---all on one page. Again, this was not available on our old package. Overall, a solid product.

Desvantagens: Just a few little things. The initial setup for check printing was horrid. A lot of trial and effort went into that process. A second little thing that really annoys me. There is a set "time out" feature that the user cannot change. Meaning...I may be sitting at my computer but just not, at that moment, using the financial module of Shelby. If I don't access it in (what seems to be 2-5 minutes) I have to log back in again. As stated, this is just an annoyance. It would seem to me that the end user should be able to alter, or even disable, the automatic log off feature.

ShelbyNext Financials

Avaliado em 19/08/2019
Anna S.
Business Manager
Gestão de organizações sem fins lucrativos, 13-50 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação 
4/5
Geral
4 / 5
Praticidade
4 / 5
Recursos e funcionalidades
2 / 5
Suporte ao cliente
4 / 5
Relação qualidade/preço
Probabilidade de recomendação:
Pouco provável Muito provável

Comentários: The wait time on support calls is very long. It takes 20+ minutes before speaking with a person. One of the last times I spoke with support, the person was incredibly rude, instead of helping me seek out the answer to my issue, they believed I did not understand how a payroll itself worked and multiple times attempted to explain it to me when told that wasn't the issue. When we converted the trainer assigned to us did not correctly set up our chart of accounts. Accounts from other churches were being placed in our COA. We required an on-site visit from a Shelby trainer to clear this up and continue using the software as intended. The software itself is working well, now that the COA is cleaned up. For the most part there is help available either through a support call, or through the Help function in each module. I recently received notice of the new online training MPOWER. I am looking forward to implementing and utilizing this feature.

Vantagens: The software is user friendly with clear modules, and help within each section.

Desvantagens: I would like to see more personalization options with reporting, and the ability to save a set of reports from period to period; a "one-click" option for a commonly used set of reports.

Longtime user

Avaliado em 19/08/2019
Rachel C.
Accountant
Instituições religiosas, 51-200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação 
4/5
Geral
4 / 5
Praticidade
3 / 5
Recursos e funcionalidades
3 / 5
Suporte ao cliente
3 / 5
Relação qualidade/preço
Probabilidade de recomendação:
Pouco provável Muito provável

Vantagens: We previously used Shelby v5 financials and so we liked that we were somewhat familiar with the brand already. We knew Shelby is an established company. We like that it is web based which makes it possible to work from home on occasion. The payroll, accounts payable, and general ledger modules seem to work well for our needs. Overall it meets our needs and because we previously used Shelby we felt it was a safe choice.

Desvantagens: Based on our experience switching from v5 to ShelbyNext, we miss certain feature that we were used to. I wish that Shelby had a better solution than Accounts Receivable for registrations (we have a preschool and other events). The "relationships" feature in Accounts Receivable needs some work. There is an online payment piece, but we stopped using it because it seemed that it needed much more development and just didn't work for us. We were also very disappointed to learn that ShelbyNext Financials does not share data with ShelbyNext membership like v5 did. This is a pain to keep addresses and other contact info updated in both systems. There is no "Globafile" equivalent in ShelbyNext Financials either, so it can be hard to look for someone if you want to see if they are in the system and update an address or something. We also have had issues with "bugs" frequently in the software that we have to work around (sometimes these bugs happen after software updates). Support is usually friendly but depending on who you get, some are definitely more knowledgeable than others. The support phone line waits can get kind of long. Last thing I would say is the built in reports frequently don't meet all our needs, I wish we had more options for pulling data.

Ler mais avaliações