Jewel is easy to use from the start. In addition to buttons for several common tasks, a "NextStep" button always takes you to the next step in the accounting process. For example, if an offering has just been entered the button will display "Enter Contribution." At the end of the month, it will read "Remit to Conference," then "Print Reports." This means you don't have to be an accounting expert to keep the church books!
Jewel has the fastest, easiest envelope entry system anywhere! Pull up donor or account name with just a few keystrokes and add new ones on the fly. Quit any time and come back later to exactly where you left off. Use ID numbers and your hand won't need to leave the keypad!
A trial deposit is a visual view of the figures about to be closed for the deposit. This screen makes it easy to find envelopes that slipped by you during the entry process.
Once all the envelopes for an offering have been entered, you can review your numbers and fill out a bank deposit slip.
When a donor's check bounces, you need to remove the failed donation from your books. Using Jewel, simply find it in any of four ways - using the donor's name or the check number, date or amount. Enter the bank charges that apply, and you're done! The donor's year-end receipt, the church or conference funds affected, your bank account and all your reports have all been corrected for you, even if you already sent the money on to the Conference.
Quickly and easily balance your bank accounts at any time. Simply check off the deposits and checks that have cleared, and add entries for interest and fees. Print a report at any time if you'd rather work off paper instead of the computer screen.
Funds can be transferred at any time with ease between bank accounts or local funds.
Set up your budget allocations once, and they will be done automatically for you at the end of each month. You can distribute from Combined Budget using any combination of dollar amounts or percentages.
Your conference remittance is done for you automatically at the end of each month! Simply click OK, and a check will be printed on your printer for the correct amount to the conference. All you have to do is sign it and mail it in a window envelope.
Add, edit or delete donors, vendors and their addresses here. Assign ID numbers and choose who receives a contribution receipt at the end of the year. But you don't have to input every name here, you can also import names and addresses from Church Accountant or add them on the fly while entering tithe envelopes.
Jewel comes with the common accounts most churches use, but you can customize them to suit your needs. Add new bank, money market, conference or local accounts easily. Delete unused accounts or modify existing ones. You can even use whatever numbering system you choose.
Jewel creates reports to suit every need, from the treasurer to the church board to the conference auditor. Select from budgeting, names and addresses, details and summaries, receipts and more. Reports can be generated for any time period, and viewed onscreen as well as printed. You can even paste them into Excel or Word!
This report shows each individual's contributions over the time period you choose.
This report gives a simple, complete overview of conference and local donations, spending and bank balances. Perfect for the church board!
Jewel has many settings that can customized. For example, reports can be chosen for automatic printing at the end of each week or month. Often-used accounts, such as tithe or church budget, can be made to come up first when entering donations. While the default properties will work fine in almost all cases, changing them can help the treasurer work more efficiently.
