April 22, 2026 (v14.9.5)
Enhancements
Payroll - Reduce Withholding Field
- Added a new "Reduce Withholding" field in Payroll > Employee Information > Taxes > State/County/Local Taxes, providing enhanced control over tax withholding calculations.
AP - Updated 1099 Vendor Information Display
- Updated the 1099 pop-out in AP > Vendor Information to reflect current design standards and improve usability.
Maryland State Tax Update - 2026 Round 3
- Updated state tax calculations and withholding tables for Maryland.
Fixes
GL - Budgeted Financial Statement Variance Calculation
- Fixed an issue in GL > Reports > Budgeted Financial Statement where the Var. The Actual to Annual Budget % column was showing incorrect calculations.
GL - Special Report Auto-Generate Levels
- Resolved an issue in GL > Special Report Setup where Auto-Generate was not applying correct levels.
GL - Detail Ledger Blank Page Issue
- Fixed an issue in GL > Special Reports Setup > Detail Ledger where data very close to the bottom edge of the page was creating a blank page.
GL - Trial Balance Department Headers
Resolved an issue where GL > Trial Balance Worksheet was not including department headers.
GL - Statement of Financial Position Zero Balance Suppression
- Fixed an issue in GL > Statement of Financial Position where groups were still printing even when Suppress Zero Balances was enabled.
GL - Financial Spreadsheet Group Totals
- Resolved an issue in GL > Financial Spreadsheet where group totals were doubled when sub-accounts were hidden.
GL - Statement of Activity Optimize Totals
- Fixed an issue in GL > Special Report using Statement of Activity where totals were zero if "optimize" was selected.
GL - Statement of Financial Position Optimized Report
- Resolved an issue in GL > Statement of Financial Position where the "Only Show Current Balance" Optimized Report option produced inaccurate results.
AP - Positive Pay File DBA Handling
- Fixed an issue where the AP > Positive Pay file was excluding "DBA" verbiage from vendor information.
Payroll - Pension Plan Calculation
- Resolved an issue in Payroll > New Appointment where selecting a Pension Plan with 0% and $0.00 did not re-calculate the Annual Amount to $0.00.
GL - Statement of Activity Zero Balance Suppression
- Fixed an issue in GL > Statement of Activity where groups were still printing even when Suppress Zero Balances was enabled.
Email Configuration Issues
- Resolved email configuration issues affecting system email functionality.
Payroll - Compensation Information Display
- Fixed an issue in Payroll > Employee Information > Compensation where the Information Only box could show incorrect amounts for First Check Amount and Remaining Checks.
AP - Avid Recurring Payments Filter
- Resolved an issue where the Avid button for filter did not work on the Recurring Payments page.
GL - Fiscal Year Closing Opening Balances
- Fixed a critical data issue in GL > Fiscal Year Closing, where the closing was not updating opening balances in the new year.
BAM - Bank Statement Reconciliation
- Resolved a critical issue in BAM > Reconcile Bank Statement, where clicking Update or View Reconciliation Report was unreconciling manual items on future bank statements.
Shelby Agent SMTP Connection Stability
- Fixed an issue where Shelby Agent appeared to be running but intermittently stopped processing due to SMTP connection failures and email log file locking.
April 14, 2026 (Version 14.9.5)
941 Report - Send a Refund Bank Account Fields
- The 941 Report (Payroll > Reports > 941) now supports direct deposit refund information for tax year 2026 and beyond. When the "Send a Refund" option is selected, three new fields are enabled:
- Routing Number (Form line 15c) — accepts up to 9 characters
- Account Number (Form line 15e) — accepts up to 17 characters
- Account Type (Form line 15d) — select Checking or Savings
- Unchecking "Send a Refund" disables and clears these fields. These fields are not available for years prior to 2026, and any data entered will be cleared when switching to an earlier year. When the report is run, the refund information populates the corresponding lines on the 941 form.
March 26, 2026 (Version 14.9.4)
Enhancements
2026 941 Form
- We’ve added support for the 2026 version of the 941 tax form to ensure compliance with the latest federal reporting requirements. This update enables accurate payroll tax reporting for the current tax year.
February 25, 2026 (Version 14.9.3)
Enhancements
Avid Pay Credential Security
- Avid username and password are now hidden after a successful connection, enhancing security by preventing credential visibility and changes after authentication.
Fixes
AP - Payment Processing Cancellation Data Retention
- Fixed an issue in AP > Payment Processing where Check Date, Run Date, Check Number, and Check Amount were not being removed when the user canceled without finalizing in AvidPay.
Avid Bank Account Synchronization
- Resolved an issue where Avid bank accounts and payments were not syncing as expected, ensuring proper synchronization between Shelby Financials and AvidPay.
February 10, 2026 (Version 14.9.2)
Enhancements
2026 Round 1 - State Tax Updates
- Updated state tax calculations and withholding tables for the following states: Arkansas, Illinois, Indiana, Louisiana, Michigan, Minnesota, Mississippi, Montana, North Carolina, North Dakota, Oregon, and Vermont.
Fixes
GL - Posting Date Consistency
- Resolved inconsistencies between posting directly to GL without editing and posting from GL > Unposted Journals regarding dates.
GL - Designated Fund Summary Export
- Resolved a problem with exporting to Excel from GL > Designated Fund Summary.
GL - Statement of Activities Page Break
- Fixed the Page Break option that was broken when exporting GL > Statement of Activities to Excel.
GL - Designated Fund Summary Debit-Only Accounts
- Fixed an issue where GL > Designated Fund Summary was excluding accounts with only debits.
GL - Recurring Journals Zero Detail Line
- Fixed an issue in GL > Recurring Journals where $0 detail line returned an error.
GL - Statement of Activities Excel Error
- Resolved an error message that appeared when exporting Statement of Activities to Excel.
AP - Avid Recurring Payments Checkbox
- Fixed an issue where Avid was not checked on the Recurring Payments page when an Avid transaction was made recurring from the Unposted Transaction page.
AP - Enter Transaction Radio Button
- Fixed an issue where the radio button on Enter Transaction screen became disabled when a vendor with Default ACH enabled was selected.
AP - Avid Dashboard Vendor Filter
- Resolved an issue in AP > Avid Dashboard where selecting a vendor and then clearing the filter did not properly clear the vendor selection.
AP - Purchasing Management Order Number
- Resolved an issue in AP > Link to Purchasing Management where order number was missing if reopened.
AP - Vendor Address Save Issue
- Resolved an issue in AP > Vendor Info where address changes would not save.
AP - Transaction Inquiry EFT Payments
- Fixed an issue in AP > Transaction Inquiry where EFT payments were incorrectly included for unposted copies.
AP - Split Payment for Negative Invoices
- Resolved an issue where split payments could not be applied to negative invoices.
AP - Purchasing Management Order Number
- Resolved an issue in AP > Link to Purchasing Management where order number was missing if reopened.
AR - Last Invoice Number Update
- Fixed an issue where imported transactions did not update the last invoice used field in Company Information.
AR - Customer Relationships Error
- Resolved an issue in AR > Customer Information > Relationships tab where Add New Relationship always showed a red error: Round 1 - State Tax Updates.
Portal - Vendor DBA Search
- Resolved an issue where vendors could not be searched by DBA name in the Portal.
FA - Asset Name Length Limit
- Fixed an issue in Fixed Assets import where asset names could not be longer than 50 characters.
January 27, 2026 (Version 14.9.1)
Fixes
Oklahoma Tax Table Correction
- Fixed an issue in Payroll Reports > Tax Table Information where the 2026 rate table for Oklahoma - Married or Head of Household was incorrect.
1099 DBA Address Formatting
- Resolved an issue in Accounts Payable Reports > 1099s where both Print 1099s and Use E-File Service were incorrectly adding the DBA name to the street address field.
January 12, 2026 (Version 14.9.0)
Enhancements
2026 Round 1 - State Tax Updates
- Updated state tax calculations and withholding tables for the following states: California, Colorado, Hawaii, Iowa, Kentucky, Maine, Missouri, Nebraska, New Mexico, New York, Oklahoma, Rhode Island, and South Carolina.
W-2 E-File Service Contact Requirements
- Updated W2 & W3 Payroll Reports: Where the E-File Service returned errors stating "SSA requires a contact name and email address," ensuring proper submission of W-2 forms. The new fields are now available in the UI to populate for both E-Filing and printing of W-2 and W-3 forms. They are required fields in the system, so users cannot proceed until they are completed.
Updated