2025 Release Notes

June 24, 2025 (Version 14.8.1)

Fixes

Accounts Payable

  • Accounts Payable> Transactions > Post AND Payment Processing > Process Payments
    • We've fixed an issue where the 'Post to GL' preferences weren't being retained for all transactions after the 14.8.0 update. Now, your preferences will stick around as intended, saving you time and reducing frustration.

Payroll

  • Payroll > Modify> Tax Table Information

    • Keeping up with tax changes is crucial, and we've got you covered with the latest updates:

      1. Utah Tax Update: We've implemented the changes from the May Round 6 update. This ensures that your Utah-related calculations are up-to-date and accurate.

      2. Georgia Tax Update: The June Round 7 update for Georgia has been incorporated. Your Georgia tax calculations will now reflect the most recent changes.

June 10, 2025 (Version 14.8.0)

Enhancements

Payroll

  • Payroll > Modify > Compensation Information > Update
    • We've added an "Inactive" flag on Distributions under the Compensation Information/Update screen. This new feature allows you to easily navigate and view active vs. inactive pay type distributions.
    • To complement the new Inactive flag, we've also added a "Show Inactive" option above the Distributions grid view on the Compensation Information/Update screen. This allows you to quickly show or hide inactive distributions.
  • Payroll > Modify > Tax Table Information
    • We have adjusted the tax table information for the state of Idaho to reflect changes in their tax code.

Fixes

Payroll

  • Payroll > Reports > W2s
    • We've addressed an issue with the W2 Create File for Electronic Submission feature. The Wisconsin State ID Number will now be filled with blanks instead of zeros on the RS record, as required by the state.

May 21, 2025 (Version 14.7.5)

Fixes

Accounts Payable

  • Accounts Payable > View > Transaction Inquiry
    • We've resolved an issue where the Print Transaction Inquiry Report wasn't respecting the selected Transaction Type filter.

Security

  • Security Setup > Users 
    • We've addressed an error that occurred when searching for names in the Person Search modal within the Security Setup Users section.

General Ledger

  • General Ledger > Reports > Budgeted Financial Statement
    • We've listened to your feedback and made a user-friendly improvement to the Budgeted Financial Statement feature. Now, when you open the statement, it will automatically display your users' current selected period.

Security Update

  • In this release, we've addressed a known security vulnerability affecting the "Telerik.Web.UI.dll" file. This update strengthens the overall security of Financials, ensuring that your financial data remains protected.

May 7, 2025 (Version 14.7.4)

Enhancements

General Ledger

  • Enhanced Period Selection for Financial Statements: When selecting a reporting period for financial statements, you now have access to all previous periods in the current fiscal year.

Payroll

  • "Previous Calendar Year" Option in Payroll Earnings Inquiry: We've added a "Previous Calendar Year" option to the Payroll Earnings Inquiry date filter. 

Portal

  • Consolidated "View and Pay Invoices and Remittances" Tile: Now you can access both Accounts Receivable invoices and remittances from a single, convenient tile.
  • Customizable "Remittance" Terminology: We've added the ability to customize the word "Remittance" in the portal.
    • Terminology changes can be made within Financials via Remittance > Modify > Company Preferences > Online Column Options

Fixes

Payroll

  • Payroll > Reports > W2s: W2 Company Information Validation
    • We've streamlined the validation process for phone numbers in W2's company information preferences. The validation message now appears only once, making the data entry process smoother.

Remittance

  • Remittance > Statement Design > Images: Statement Design Image Printing Issue Resolved
    • We've fixed an issue where images weren't printing correctly on statements and were affecting other items with similar vertical locations.
  • Remittance: Portal Payment Updates

    • We've fixed an issue where remittance payments made through the portal weren't updating the Outstanding amount, Due amount, and YTD paid amount correctly. These figures will now reflect accurate information after portal payments are processed.

General Ledger

  • General Ledger > Utilities > Import Expensify: Expensify Import Recognition
    • We've resolved an issue where the Expensify import wasn't recognizing Fund Groups, Locations, or Cost Centers.
  • General Ledger > Modify > Account Structure: Balance Sheet Account Copying Restriction
    • We've implemented a restriction to prevent Balance Sheet accounts from being copied to levels higher than 0 when adding a new level in the Account Structure.
  • General Ledger > Modify > Budget Information: Import/Export Checkboxes

    • The missing checkboxes for selecting which levels to export in the Budget Information Import/Export feature have been restored. You can now easily choose the specific levels you want to include in your budget exports.

  • General Ledger > Utilities > Close Fiscal Year

    • We've addressed various issues related to closing out the fiscal year, ensuring a smoother year-end process for your organization.

Accounts Payable

  • Accounts Payable > Recurring Payments: Recurring Payments ACH Information Retention
    • We've fixed an issue where editing or opening a recurring payment caused the ACH information to disappear.
  • Accounts Payable > Transactions > Update: AP Transaction ACH Field Validation
    • We've improved the validation for ACH transactions in Accounts Payable. Now, you won't be able to create a transaction without filling in the mandatory ACH fields when the ACH option is selected.
  • Accounts Payable > Enter > Recurring Payments: AP Recurring Payment Validation
    • We've enhanced the validation messages for recurring payments in Accounts Payable. You'll now see the same helpful messages as in AP transactions when saving a recurring payment with missing vendor information.
  • Accounts Payable > Reports > 1099s: Timeout Issue Resolved
    • We've resolved an issue where the 1099s report would spin indefinitely and eventually time out for users with an Account Rights Role.
  • Accounts Payable > Credit Card > Transactions > Post Credit Card Transactions: Transaction Report Pagination

    • We've improved the page numbering on the Credit Card Transactions report when posting a large number of transactions. The pagination should now display correctly, even with numerous entries.

Accounts Receivable

  • Accounts Receivable > Reports: Aging Summary Unapplied Cash Amounts

    • The Aging Summary report now shows correct Unapplied Cash amounts when using the "Unpaid as of" option, providing you with more accurate financial data.

Portal

  • Portal > Remittance: Portal Remittance Column Accuracy
    • The YTD Paid column in the portal now correctly excludes voided and unposted remittances, ensuring it matches the figure displayed in Inquiry.
  • Portal > Remittance: Remittance YTD Expected Amount Accuracy

    • The YTD Expected amount in the Remittance section of the portal is now up-to-date and matches the figure shown in Remittance > Pledges, providing consistent and accurate information.

Utilities

  • Utilities > Email Configuration: Email Configuration Data Accuracy
    • Our built-in email agent is now pulling the correct data for sending queued emails. This ensures that your communications are based on the most up-to-date information.
  • Utilities > Email Configuration: Email Field Display

    • The Email Configuration in multi-tenant databases will now display the correct fields for the most recent tenant, resolving the issue of odd field appearances.

April 8, 2025 (Version 14.7.3)

Fixes

Accounts Receivable

  • Manage > Unposted Invoices: Customer and Bill To Fields Visibility Restored in Unposted Invoices
    • We've addressed an issue created in version 14.7.2 in the Accounts Receivable module where the Customer and Bill To fields were not visible when adding a new invoice. You'll now be able to clearly see and select the appropriate customer and billing information, ensuring smooth and accurate invoice processing.

Donors and Gifts

  • Reports > Statements: Statement Reports Column 1 Amounts Display Issue Resolved
    • We've addressed an issue where Column 1 Amounts were incorrectly showing for each detail row of a gift instead of only once on Statement Reports

 

March 26, 2025 (Version 14.7.2)

Enhancements

Faster Chart of Accounts Loading

We've introduced a new feature to speed up the loading of the Chart of Accounts page, especially beneficial for organizations with extensive account structures:

  • A new flag "Enable incremental loading on Chart of Accounts" in Company Information
  • Initially loads the first 100 top-level accounts
  • Expands nodes with a "Load More" option for additional records
  • Improves performance for companies with 6000+ levels of data

This enhancement will significantly reduce wait times and improve navigation for our enterprise customers with complex chart of accounts structures.

 

Fixes

General Ledger

  • Special Reports Setup > Statement of Activities
    • Fixed an issue where the stored procedure was showing incorrect amounts
  • Fiscal Year Closing
    • Resolved a client-specific issue preventing the closure of the 2023 fiscal year
  • Special Reports Setup > Budgeted Financial Statement
    • Fixed an error occurring when including encumbrances in the report

These bug fixes address critical issues in financial reporting and year-end processes, ensuring more accurate and reliable financial management for our enterprise customers.

 

March 12, 2025 (Version 14.7.1)

Fixes

Accounts Receivable

  • View > Transaction Inquiry: Export to Excel Button
    • We've resolved an issue where the Export to Excel button in the Accounts Receivable Transaction Inquiry was failing to download a file. This fix ensures that you can now easily export your transaction data to Excel, allowing for smoother data analysis and reporting.

Accounts Payable

  • View > Transaction Inquiry: Column Customization Restored
    • We've resolved an issue in the Accounts Payable Transaction Inquiry where column resizing and reordering were not being saved in version 14.7.0. This improvement allows you to customize your view according to your preferences, and have those changes persist between sessions.

 

February 25, 2025 (Version 14.7.0)

Enhancements

Accounts Payable

General

  • Improved Help and Support: We’ve updated our help system to provide you with more efficient and comprehensive support. These changes will help you find the information you need more quickly and easily, reducing downtime and improving your overall efficiency.

When will the new Help system be available?

  • The new Help URL change is available with the Shelby Financials 14.7.0 release.

Why make changes?

  • One common, consistent help system across products.
  • Provides easy, clear navigation.
  • Adds the ability to submit a support request using the "Submit a Request" button.

Fixes

Payroll

  • Reports > Earnings Inquiry: Fixed an error that occurred when attempting to reprint a voucher/check with a Check Number of 0 in the Earnings Inquiry.

 

February 19, 2025 (Tax changes only)

Enhancements

Payroll

  • Tax Revisions: The following Tax Tables were updated for 2025. 
    • Maryland
    • Mississippi
    • Illinois

 

February 17, 2025 (Version 14.6.2 Hotfix)

Fixes

Accounts Payable

  • Manage > Unposted Credit Card Transactions > Import: Fixed an issue where the Group by Invoice # was causing a problem. It now allows you to group your transactions by the same Invoice# if "Checked" or import transactions across the same Invoice# as singular transactions if "Unchecked".

 

February 5, 2025 (Version 14.6.1 Hotfix)

Fixes

Accounts Payable

  • Manage > Unposted Credit Card Transactions: An issue where multiple charges to the same vendor were being combined into a single transaction is now resolved.

Payroll

  • Reports > ACA Reporting: Resolved and issue where line 21 shows "F" and "T" in the checkboxes instead of a single "X" in one checkbox on 1094.

 

February 3, 2025 (Tax changes only)

Enhancements

Payroll

  • Tax Revisions: The following Tax Tables were updated for 2025. 
    • California
    • Hawaii
    • Iowa
    • Kentucky
    • Maine
    • Michigan
    • Minnesota
    • Missouri
    • Montana
    • Nebraska
    • New Mexico
    • North Carolina
    • North Dakota
    • Oregon
    • Rhode Island
    • South Carolina
    • Vermont

 

January 22, 2025 (Version 14.6.0)

Enhancements

Deposits On Hand

  • Reports > Account Search: We've enhanced the UI so that Multiple depositors can be selected at once, improving the flow and saving you time inputting the information required.

Insurance Billing

  • Modify > Employer Information > Search: We've enhanced the search UI so that you can now filter for Active/Inactive/Terminated or all statuses on the employee information search within insurance billing.

Portal

  • Portal > Remittance: We've enhanced the portal so that:
    • Once the remittance module is enabled for your organization you will see a new option to pay invoices and remittances together.
    • We introduced a combined workflow on the selection and input screen so that you can select and input your payment amount for each invoice due while you also input remittances. This saves you a great amount of time from having to process each one on separate flows.
    • The final payment screen is enhanced to give an overview of both invoices and remittances that will be paid out via one transaction.

Fixes

Accounts Payable

  • Reports > 1099s: Fixed many format and layout issues with 1099 report.

Accounts Receivable

  • Manage > Unposted Invoices > Import Transactions: Fixed the issue on the Import transaction function, it is now combining multiple details lines correctly on import.

Deposits On Hand

  • Enter > Transaction: Issues on saving information and applying information on the people search module now resolved.

Donors And Gifts

  • Reports > Monthly Statements: Gifts are now reflected correctly on the statements report where they were shown incorrectly previously.

General

  • Reports > Optimization Flag Changes: The flag to run the reports as optimized will no longer be set to true by default, it will be set to false. If set to true by a user, the user preference for this flag will be saved. The following reports are affected:
    • Motivation List (Donors And Gifts)
    • Comparative Trial Balance (General Ledger)
    • Journal History (General Ledger)
    • Statement Of Activities (General Ledger)
    • Statement Of Financial Position (General Ledger)
    • Trial Balance Worksheet (General Ledger)
    • Special Report (General Ledger)

General Ledger

  • Reports > Statement of Financial Position: An issue with "Current Assets" & "Other Assets" on Optimized report when compared to non-optimized is now resolved.
  • Reports > Budgeted Financial Statement: An issue with incorrect amounts on Include encumbrances is now showing correctly.
  • Modify > Budget Information: Error on budget information is now resolved.
  • Reports > Detail Ledger > Export Option - Excel: The export now reflects the correct account description on the total rows.
  • Utilities > Import Expensify: 404 Error now resolved on Import Expensify and Category information page.
  • Reports > Designated Fund Summary: Suppress Zero Balances on Designated Fund Summary is now suppressing all zero balance accounts.

Payroll

  • Modify > Employee Information: Error fixed when updating employee information.
  • Modify > Tax Table Information: Updated tax table code base to reflect Louisiana tax tables changes for 2025.
  • Modify > Tax Table Information: Added two new tax slopes on the states table within the code base and updated all for 2025.
  • Reports > W2s: Country codes for employees outside of US now exist on printing and E-Filing.
  • Reports > Paid Family And Medical Leave: Added Minnesota (MN) to the drop down list under options.
  • View > Earnings Inquiry: Error when reprinting voucher/checks is now resolved.

Remittance

  • Manage > Unposted Remittance: Entering an amount on the detail row and then tabbing away now updates "Received To Date" again.

 

January 21, 2025 (Tax changes only)

Enhancements

Payroll

  • Tax Revisions: The following Tax Tables were updated for 2025. 
    • US: Social Security
    • US: Federal

 

January 13, 2025 (Tax changes only)

Enhancements

Payroll

  • Tax Revisions: The following Tax Tables were updated for 2025.
    • Arkansas
    • California

 

Updated

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