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
- 206618 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.
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- 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