ShelbyNext | Financials

ShelbyNext | Financials

von Shelby Systems

Wer verwendet ShelbyNext | Financials?

Kirchen, konfessionelle Hauptsitze, gemeinnützige, glaubensorientierte Organisationen, parakirchliche Organisationen.

Was ist ShelbyNext | Financials?

Gerade im Bereich der Kirche ist es wichtig, mit Finanzen vertrauensvoll umzugehen. ShelbyNext | Financials ist eine cloudbasierte Software, die speziell dazu entwickelt wurde, um den Ansprüchen der Kirche, kirchlichen Ämtern, NGOs und konfessionellen Zentralen zu genügen. Zu den Funktionen zählen die Hauptbuchführung, Gehaltsabrechnung, Außenstände und Verbindlichkeiten. Erfüllt die finanziellen Anforderungen für den Verwaltungsrat, den Finanzausschuss, internationales Personal und externe Agenturen.

ShelbyNext | Financials – Details

Shelby Systems

http://www.shelbysystems.com

Gegründet 1976

ShelbyNext | Financials – Preisübersicht

ShelbyNext | Financials bietet keine Gratisversion und keine kostenlose Testversion. Weitere Preisinformationen für ShelbyNext | Financials findest du unten.

Kostenlose Version

Nein

Gratis Testen

Nein

Einsatz

Cloud, SaaS, Web

Training

Persönlich

Live Online

Webinare

Dokumentation

Kundenbetreuung

Support während der Geschäftszeiten

Online

ShelbyNext | Financials Funktionen

Fondsbuchhaltung Software
Aktivitäts-Verfolgung
Compliance Management
Einkauf & Empfang
Forderungen
Hauptbuch
Kontenabgleich
Kostenplanung und Prognosen
Partnerschaft-Buchhaltung
Spender-Management
Verbindlichkeiten
Vermögensverwaltung
Budgetierung/Prognosen
Fondsrechnung
Forderungen
Kontenabgleich
Lohn- und Gehaltslisten-Management
Spenden-Management
Verbindlichkeiten
Verfolgen von Vermögensanlagen

ShelbyNext | Financials – Nutzerbewertungen

Zeigt 5 von 158 Nutzerbewertungen

Gesamt
4/5
Benutzerfreundlichkeit
3.8/5
Kundenservice
4/5
Funktionen
3.8/5
Preis-Leistungs-Verhältnis
4/5
Connie T.
Finance Administratoe
Non-Profit-Organisation Management, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 9.9.2019

"ShelbyNext Financials"

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

  • Quelle des Nutzers 
  • Bewertet am 9.9.2019
Ana P.
Senior Accountant
Religiöse Einrichtungen, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    Nicht bewertet
  • Wahrscheinlichkeit der Weiterempfehlung
    9/10
  • Quelle des Nutzers 
  • Bewertet am 8.9.2019

"ShelbyNext Financials"

Vorteile: 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.

Nachteile: 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.

  • Quelle des Nutzers 
  • Bewertet am 8.9.2019
Lisa P.
Financial Administrator
Religiöse Einrichtungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    Nicht bewertet
  • Wahrscheinlichkeit der Weiterempfehlung
    9/10
  • Quelle des Nutzers 
  • Bewertet am 17.3.2020

"I would recommend"

Kommentare: Of all the financial softwares I've used over the years, this is my favorite. Plus, Customer Service is excellent. The people seem to really care about us.

Vorteile: I like how with Shelby everything integrates. I don't have to use any other software for the financial needs of our church. I am able to use it for everything that is required for my position.

Nachteile: I have very few negatives to say about Shelby. My biggest pain was with online giving when we first started using that a few years ago, but that have been getting all of those bugs out.

  • Quelle des Nutzers 
  • Bewertet am 17.3.2020
Kristie K.
Controller
Religiöse Einrichtungen, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    4/5
  • Preis-Leistungs-Verhältnis
    4/5
  • Wahrscheinlichkeit der Weiterempfehlung
    9/10
  • Quelle des Nutzers 
  • Bewertet am 18.2.2020

"Great software for our church"

Kommentare: Overall, the software is pretty flexible. There are a few reporting limitations regarding different formats but nothing significant. I would recommend this software.

Vorteile: The software was easy to learn and financial statement setup was pretty straightforward. I also liked the ability to customize the dashboard. We have a church and school that are set up as separate companies but under the same tax ID. The software allows for combined payroll tax reports, W-2s and 1099s.

Nachteile: The software doesn't allow a correction to a journal entry - you have to enter a completely new entry to correct it. There is no automation when entering entries that affect more than one fund - it doesn't automatically create a due to/due from.

Antwort des Softwareanbieters

von Shelby Systems an 20.2.2020

Thank you for taking the time to review our software. We are pleased to have you as our customer. If you ever have any questions related to functionality please don't hesitate in contacting our support group who is always happy to help! Thanks again.

  • Quelle des Nutzers 
  • Bewertet am 18.2.2020
Verifizierter Rezensent
CEO & Chief Consultant
Finanzdienstleistungen
Verwendete die Software für: 6-12 Monate
  • Gesamtbewertung
    1/5
  • Benutzerfreundlichkeit
    2/5
  • Eigenschaften & Funktionalitäten
    2/5
  • Kundenbetreuung
    1/5
  • Preis-Leistungs-Verhältnis
    3/5
  • Wahrscheinlichkeit der Weiterempfehlung
    1/10
  • Quelle des Nutzers 
  • Bewertet am 25.5.2018

"SN financials nothing like V5, disappointment and cancelled after 9 months of struggling"

Kommentare: none

Vorteile: * As a church with many funds I liked the ease of creating new funds and departments. * ease of adding GL accounts for multiple funds * When sold we were told complete system; membership, giving, and financials. * When we purchased we like that Ministry Brands will pick and choose from their purchases the complete solution. * price compared to other cloud solutions for the complete solution was reasonable and very competitive. *SaaS/monthly billing. No software purchase.

Nachteile: As I mentioned in the best "that Ministry Brands will pick and choose from their purchases the complete solution" After trying to get this ShelbyNext Financials implemented for 9 months, SN is not the answer. * Customer service on all of their pieces was terrible. Constantly we were in the queue for hours. Consistently we could not get into the queue. Major disappointment as V5 had good support. * Income statement and balance sheet when exported you could not download groupings requiring long name convention and work arounds. * There was not a complete solution as you were required to sign into different websites and you had to push data from membership to financials. If you have online giving that requires duplication and pushing into membership and then to financials. *Downloading into XLS was just a flat file/csv; no formula's, no headers *If multiple funds you could not consolidate the IS & BS for downloading to excel. PDFs you could. * downloading the chart of accounts was terrible. if you have 3 funds with 100 accounts, your reports had 300 line items. Not 100 with fund info. * Implementation for membership was good but financials was none existent. * GL accounts for multiple funds you were required to delete accounts in each fund if changes were made. The negatives far outweighed the few positives we saw. And the positives we saw were really promises of functionality that was not delivered.

  • Quelle des Nutzers 
  • Bewertet am 25.5.2018