I think that ShelbyNext does a great job implementing the financials with the rest of the membership program.

Creating custom forms for events and activities at the church has been very helpful. Especially after switching recently to the new forms. They do a great job of making the forms easy to use.

I think that there could be a little more customization with the layout, design and graphics involved with forms; but, honestly, I'm not sure if I would have the time to use any more features than I already use.

Being web-based was a huge need for us. With employees being mobile these days, we needed a solution that could go any where and be used on any platform.

The software is regularly updated to improve functionality and adjust for changes in financial regulations. Support is responsive and typically willing to help, including remote screen sharing.

It can be a little cumbersome for those who don't use it everyday, but you can subscribe to reports you need and get to them fairly quickly if you take the time to do that from the start.

none

* As a church with many funds I liked the ease of creating new funds and departments. * ease of adding GL accounts for multiple funds * When sold we were told complete system; membership, giving, and financials. * When we purchased we like that Ministry Brands will pick and choose from their purchases the complete solution. * price compared to other cloud solutions for the complete solution was reasonable and very competitive. *SaaS/monthly billing. No software purchase.

As I mentioned in the best "that Ministry Brands will pick and choose from their purchases the complete solution" After trying to get this ShelbyNext Financials implemented for 9 months, SN is not the answer. * Customer service on all of their pieces was terrible. Constantly we were in the queue for hours. Consistently we could not get into the queue. Major disappointment as V5 had good support. * Income statement and balance sheet when exported you could not download groupings requiring long name convention and work arounds. * There was not a complete solution as you were required to sign into different websites and you had to push data from membership to financials. If you have online giving that requires duplication and pushing into membership and then to financials. *Downloading into XLS was just a flat file/csv; no formula's, no headers *If multiple funds you could not consolidate the IS & BS for downloading to excel. PDFs you could. * downloading the chart of accounts was terrible. if you have 3 funds with 100 accounts, your reports had 300 line items. Not 100 with fund info. * Implementation for membership was good but financials was none existent. * GL accounts for multiple funds you were required to delete accounts in each fund if changes were made. The negatives far outweighed the few positives we saw. And the positives we saw were really promises of functionality that was not delivered.

We are able to process our normal transactions in a timely manner.

It allows us to process transactions (payroll/ap/general ledger) for our multi-campus church in a fairly simple manner.

1) I am not aware of any "ticket/notification" process to notify Shelby of a need we have/special report request. There are a couple of routine processes that we do not get good reports from Shelby. 2) The change from Shelby V5 to Shelby Next resulted in a general ledger report filter process that is more difficult.