ShelbyNext Financials

I get every report I want and I can get anywhere I am located as long as have internet. Mostly I like excellent Customer Service I receive. They re always there when we have a concern.

Nothing I don't like so far. They just need to keep up with a great work and improving more as new technology evolve each moment.

We previously used Shelby v5 financials and so we liked that we were somewhat familiar with the brand already. We knew Shelby is an established company. We like that it is web based which makes it possible to work from home on occasion. The payroll, accounts payable, and general ledger modules seem to work well for our needs. Overall it meets our needs and because we previously used Shelby we felt it was a safe choice.

Based on our experience switching from v5 to ShelbyNext, we miss certain feature that we were used to. I wish that Shelby had a better solution than Accounts Receivable for registrations (we have a preschool and other events). The "relationships" feature in Accounts Receivable needs some work. There is an online payment piece, but we stopped using it because it seemed that it needed much more development and just didn't work for us. We were also very disappointed to learn that ShelbyNext Financials does not share data with ShelbyNext membership like v5 did. This is a pain to keep addresses and other contact info updated in both systems. There is no "Globafile" equivalent in ShelbyNext Financials either, so it can be hard to look for someone if you want to see if they are in the system and update an address or something. We also have had issues with "bugs" frequently in the software that we have to work around (sometimes these bugs happen after software updates). Support is usually friendly but depending on who you get, some are definitely more knowledgeable than others. The support phone line waits can get kind of long. Last thing I would say is the built in reports frequently don't meet all our needs, I wish we had more options for pulling data.

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.

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.