ShelbyNext Financials

It's Been Around a Long Time - Still Serves Its Purpose

Commentaires : Guess I should have written here first than listed pros and cons separately. See above.

Avantages :

Lots of capability to manipulate record track church financial activity. Not so easy to use as it does have a steep learning curve. Customer support is nearly always sterling and most reps know their software. Lot's of features if you want the, but you do pay for what you get.

Inconvénients :

Module sales approach. "Oh, you want that feature, then you need to get the xxxx module too." Deployment can be a bit ion a challenge.

Great All in One for Churches

Commentaires : Shelby is a great system for a church looking for a one stop shop for a financial system. While some of the software is cumbersome and not intuitive, it still offers everything you would need in one stop.

Avantages :

While it was definitely a step back from QBO, what I admired the most about Shelby is that offers so many services in one without having to bounce back and forth between various platforms. I have everything working together right there in one service. It is relatively easy to pick up and learn all the tasks you would need to know. Having the PO Management system has been one of the most cost beneficial additions to our organization.

Inconvénients :

There are several features that are less than intuitive. I will say the biggest area that is lacking in Shelby is a better credit card management system. I would love to have organization users be able to submit and code their own expenses. Their often times where updates don’t get made properly because of the excessive amount of click throughout.

I'm sorry, I do not like this software!

Avantages :

Nothing, too many other options that are far easier to use and more intuitive.

Inconvénients :

I have already stated my specific areas of concern.

Shelby Financials Overall Viewpoint

Commentaires : 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.

Avantages :

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.

Inconvénients :

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

Commentaires : 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.

Avantages :

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

Inconvénients :

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.