Export to Shelby

This page allows transactions in FellowshipOne to be totaled by fund & sub fund, attributed to a Year & Period, & then exported to Shelby Financials as a journal entry.

To export transactions in FellowshipOne, go to:

• Giving > Financials > Shelby Export

Search for Transactions

To search by date range only:

1. Select Find Funds > Date Range
2. Choose from the dropdown:
   • Today
   • Yesterday
   • Last Weekend - Last full weekend preceding search
   • Last Week - Previous full week (Sunday to Saturday)
   • Last Month - Previous full month (Day 1-31)
   • Custom - Use calendar picker to select specific start & end dates
3. Click Search

Search by Contribution Type

To search for transactions within a date range:

1. Select a date range
2. Choose Contribution Type from the "Filter results by" dropdown
3. Select a contribution type:
   • All
   • ACH
   • Cash
   • Check
   • Credit Card
4. Click Search

Search by Batch

To search for transactions in one or more Batches:

1. Select a date range
2. Choose Batches from the "Filter results by" dropdown
3. Select batch(es) from the dropdown

Note: To view batches with longer names, hover your cursor over the batch, & the full name will display.

1. Click Search

Search Results

Transactions returned in the search include Entries & Refunds.

Entries

• An Entry represents all positive transactions for a specific fund or sub fund within the date range.
• There will be one Entry for each fund or sub fund with positive transactions within the date range.

Refunds

• A Refund represents all negative transactions for a specific fund or sub fund within the date range.
• There will be one Refund for each fund or sub fund with negative transactions within the date range.

IMPORTANT: Only transactions that have not previously been exported to Shelby Financials appear in the search results.

Export to Shelby Financials

To export transactions to Shelby Financials:

1. Select transactions
2. Select the Year for each Entry or Refund
3. Select the Period for each Entry or Refund
4. Select the Journal Date
5. Click Sync Funds

Journal Entries

Each successful export creates one or more unposted journal entries on the General Ledger in Shelby Financials:

• By default, one journal entry is created for each year/period combination
• Check the Create Separate Journal Entries for Each Fund checkbox to create multiple journal entries
• Contributions & Receipts are posted as separate journal entries
• A separate journal entry is posted for each Company & year/period combination
• A separate journal entry is posted for each Bank Account & Income Account combination