SAMIS: Entering Financial Information

Remember that when the time comes to complete your month, you can use the automatic import from SHELBY feature in SAMIS to bring in the numbers you have already entered into SHELBY.

This will save time and effort, and eliminate any accidental differences between the two systems.

Follow these steps:
1.  Log in to your SAMIS account
2.  Make sure you are on the desired month - using the date changer in the upper right hand corner.
3.  From the main menu, choose  ACTION -> IMPORT SHELBY
4.  Click on 'Import Shelby'


5.  To remove the numbers that were imported, you can use the 'Undo' button.

For further SAMIS training, use the link to Samis On-line Training found in the left column of the SAMIS home page.