Changing the NextStep Button: Difference between revisions
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To change the NextStep button, click Auditor, and select the desired option from the NextStep dropdown menu. In general, try to avoid re-opening closed months, unless it was very recently closed. Exceptions can be made if there's a good reason, of course. Remind treasurers to reprint their month-end reports and/or write notes on the previous reports to clarify the changes for the auditor. |
To change the NextStep button, click Auditor, and select the desired option from the NextStep dropdown menu. In general, try to avoid re-opening closed months, unless it was very recently closed. Exceptions can be made if there's a good reason, of course. Remind treasurers to reprint their month-end reports and/or write notes on the previous reports to clarify the changes for the auditor. |
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==Forgotten Offerings== |
==Forgotten Offerings== |
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'''Reconcile Bank Statements''' or any other post-remittance step: This is tricky because backing treasurers up to Start New Offering allows them to submit a second remittance for the month, which is often confusing to the conference office. Jewel tech support generally asks the treasurer to call back once they've entered the deposit so that we can move them back to where they were. Then Jewel will automatically include any additional remittance in the next remittance check. If the additional remittance is unusually large, you can contact the conference to see if they prefer a second remittance. |
'''Reconcile Bank Statements''' or any other post-remittance step: This is tricky because backing treasurers up to Start New Offering allows them to submit a second remittance for the month, which is often confusing to the conference office. Jewel tech support generally asks the treasurer to call back once they've entered the deposit so that we can move them back to where they were. Then Jewel will automatically include any additional remittance in the next remittance check. If the additional remittance is unusually large, you can contact the conference to see if they prefer a second remittance. |
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:'''''Note:''' Remember that for churches who have signed up for ACH, the Remittance Report '''is''' the ACH authorization. This is why it is so important to avoid sending duplicate reports to the conference, as duplicate reports can result in duplicate ACH withdrawals, and that just upsets everyone involved! |
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'''Start New Offering''' for a future month: Ask the treasurer to go ahead and enter the offering in their current month. Once they've done that, they can send the database to Auditor, and tech support can [[Offering Deposit Corrections in Auditor|correct the date]]. Jewel will automatically include any additional remittance in the next remittance check. |
'''Start New Offering''' for a future month: Ask the treasurer to go ahead and enter the offering in their current month. Once they've done that, they can send the database to Auditor, and tech support can [[Offering Deposit Corrections in Auditor|correct the date]]. Jewel will automatically include any additional remittance in the next remittance check. |
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==Beginning Balances== |
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Latest revision as of 16:44, 30 April 2026
To change the NextStep button, click Auditor, and select the desired option from the NextStep dropdown menu. In general, try to avoid re-opening closed months, unless it was very recently closed. Exceptions can be made if there's a good reason, of course. Remind treasurers to reprint their month-end reports and/or write notes on the previous reports to clarify the changes for the auditor.
Forgotten Offerings
This is the usual reason for changing the NextStep button, and the solution depends on the current NextStep.
Remit to Conference:: Direct the treasurer to go to Offerings (at the top of the Jewel Home Screen), then Start New Offering. Confirm that a new offering in the current month is desired.
Send Remittance Report: Void (or delete) the conference check, and change the NextStep button back to Start New Offering. The treasurer can then proceed as usual, writing a new conference check and closing the month as usual.
Reconcile Bank Statements or any other post-remittance step: This is tricky because backing treasurers up to Start New Offering allows them to submit a second remittance for the month, which is often confusing to the conference office. Jewel tech support generally asks the treasurer to call back once they've entered the deposit so that we can move them back to where they were. Then Jewel will automatically include any additional remittance in the next remittance check. If the additional remittance is unusually large, you can contact the conference to see if they prefer a second remittance.
- Note: Remember that for churches who have signed up for ACH, the Remittance Report is the ACH authorization. This is why it is so important to avoid sending duplicate reports to the conference, as duplicate reports can result in duplicate ACH withdrawals, and that just upsets everyone involved!
Start New Offering for a future month: Ask the treasurer to go ahead and enter the offering in their current month. Once they've done that, they can send the database to Auditor, and tech support can correct the date. Jewel will automatically include any additional remittance in the next remittance check.
Beginning Balances
On the rare occasion that you need one of the "setting up a new database" NextStep options, click Auditor, then Tables / GeneralInfo, and change the NextStep column to the desired number. See Beginning Balances and Other Setup Issues.