Entering Common Transactions: Difference between revisions

Latest revision as of 22:49, 5 January 2026

These are the most common transactions you will enter each month. If the transaction you need to enter isn't included here, please see Entering Other Transaction Types

Offering Deposits

Receiving and Handling Sabbath Offerings

AdventistGiving Offerings

Offering Troubleshooting

Have You Entered All Offerings?

Avoid Creating Duplicate Offerings

Donated Labor or Materials - How to Handle

Donations to Independent Ministries

Dual Counting - Why and How

Offering Deposit-related Forms

Cash Count Sheet - Simple for smaller churches

Cash Count Sheet - Multiple for larger churches

Tithe Envelope Verification Sheet

Checks and Other Payments

Payment Entry Quick Start

Write Checks Screen Details

Check Options - Print or Write

Writing Checks Dated in Next Month

Avoid Creating Duplicate Payments

Electronic Payments - Timing, Dates, Memos

Remittance Checks

Transferring by Writing a Check

Simplified Entry for Complicated Payments / Reimbursements

Click here for topics related to Credit and Debit Card Payments

Check-related Forms

Check Request Form to be used by people needing reimbursements

Transfer Funds

Transfer Funds Quick Start

Transferring by Writing a Check

Transferring Funds From Checking to the Debit Account

Transfers Between Local and Conference Funds

Sideways Transfers - A Shell Game to Avoid

Sideways Transfers - What to Do Instead

Confusing Interactions

Void a Check

Void a Check

Reversing a Duplicate Void

Returned Offerings

Returned Offerings

If your transaction isn't listed here, go to Entering Other Transaction Types

Return to main page of Jewel Handbook

@@ Line 1: / Line 1: @@
-These are the most common transactions you will enter each month. If the transaction you need to enter isn't included here, please see [[Entering Other Transaction Types|Chapter 6: Entering Other Transaction Types]]
+__NOTOC__
+These are the most common transactions you will enter each month. If the transaction you need to enter isn't included here, please see [[Entering Other Transaction Types]]
 ==Offering Deposits==
-:[[Receiving and Handling Sabbath Offerings]]
+:'''[[Receiving and Handling Sabbath Offerings]]'''
-:[[AdventistGiving Offerings]]
+:'''[[AdventistGiving Offerings]]'''
 :[[Offering Troubleshooting]]
 :[[Have You Entered All Offerings?]]
+:[[Avoid Creating Duplicate Offerings]]
+:[[Donated Labor or Materials - How to Handle]]
+:[[Donations to Independent Ministries]]
+:[[Dual Counting - Why and How]]
+'''Offering Deposit-related Forms'''
+:[[Media:1050 - Cash Count Sheet - Simple 2.pdf|Cash Count Sheet - Simple]] for smaller churches
+:[[Media:1040 - Cash Count Sheet - Multiple.pdf|Cash Count Sheet - Multiple]] for larger churches
+:[[Media:1130 - Tithe Envelope Verification Sheet.pdf|Tithe Envelope Verification Sheet]]
 == Checks and Other Payments ==
-:[[Payment Entry Quick Start]]
+:'''[[Payment Entry Quick Start]]'''
 :[[Write Checks Screen Details]]
 :[[Check Options - Print or Write]]
 :[[Allow Checks Dated in Next Month|Writing Checks Dated in Next Month]]
+:[[Avoid Creating Duplicate Payments]]
+:[[Electronic Payments - Timing, Dates, Memos]]
+:[[Remittance Checks]]
+:[[Transferring by Writing a Check]]
+:[[Simplified Entry for Complicated Payments / Reimbursements]]
+:[[Entering Other Transaction Types|Click here for topics related to Credit and Debit Card Payments]]
+'''Check-related Forms'''
+:[[Media:1070 - Check Request Form Template.pdf|Check Request Form]] to be used by people needing reimbursements
 == Transfer Funds ==
-[[Transfer Funds Quick Start]]
+:'''[[Transfer Funds Quick Start]]'''
+:[[Transferring by Writing a Check]]
+:[[Transferring Funds From Checking to the Debit Account]]
+:[[Transfers Between Local and Conference Funds]]
+:[[Sideways Transfers - A Shell Game to Avoid]]
+:[[Sideways Transfers - What to Do Instead]]
+:[[Confusing Interactions]]
 == Void a Check ==
-If you need to void a check that you have previously written, go to Accounting -> Void a Check.
+:'''[[Void a Check]]'''
+:[[Reversing a Duplicate Void]]
-# Use the sort options to find and select the check you wish to void.
+==Returned Offerings==
-# Verify that the date and memo accurately record what you are doing.
+:'''[[Returned Offerings]]'''
-# Click OK.
-# Verify the information in the pop-up, and click OK again.
-The check you selected has been recorded as void. Jewel will either edit the check to make the amounts $0 (if the check is in the current month) or record a new transaction in the current month to cancel out the check that you're voiding. In the Bank Reconciliation, you will then mark off the $0 check, or both the original check and the new transaction, to remove them from the list of checks waiting to be cleared. Since the total amount you are checking off is $0, it will not affect your balance.
-[[File:Void_A_Check_screen.png|center|600px]]
+-----
-==[[Returned Offerings]]==
+If your transaction isn't listed here, go to [[Entering Other Transaction Types]]
-<br><br>
+[[Jewel Handbook|Return to main page of Jewel Handbook]]
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-If your transaction isn't listed here, go to [[Entering Other Transaction Types|Chapter 6: Entering Other  Transaction Types]]