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= How to Use Your Handbook =
= How to Use Your Handbook =


Welcome to the Jewel Church Accounting System! Thank you for choosing Jewel for your church's local accounting needs. Jewel is designed to make your work as local church treasurer as easy and enjoyable as possible. We understand that most of you have taken time out of your busy lives to volunteer your time and effort for your church. This handbook is just one more way to make Jewel even easier for you to use. It is also a means for you to get help without needing to contact tech support.
Welcome to the Jewel Church Accounting System! Jewel is designed to make your work as local church treasurer as easy and enjoyable as possible. We understand that most of you have taken time out of your busy lives to volunteer your time and effort for your church. This handbook is just one more way to make Jewel even easier for you to use.


We recommend that you read at least <strong>Chapters 1 through 3</strong> before you begin using Jewel. It doesn't take long to read, but will give you a great advantage as you begin using Jewel, especially if this is your first time!
We recommend that you familiarize yourself with the applicable new user sections before you begin using Jewel. They don't take long to read, but will give you a great advantage as you begin using Jewel!


= Part I - Intro to Jewel Church Accounting =
As you read, notice the many links sprinkled throughout the handbook. Any time you see words in blue type, you can click on them to see more information. The link may take you to a definition, more in-depth instructions for completing the step you're working on, or even an entire article about the topic you're studying. The Search box at the upper right corner is also very useful for finding information on specific topics. So please, poke around!


===Chapter 1: [[What Does a Treasurer Do?]] ===
= New Users =
<ul>[[What Does a Treasurer Do?#Basic Treasurer Responsibilities|Basic Treasurer Responsibilities]]<br>


[[What Does a Treasurer Do?#Fund Accounting Basics|Fund Accounting Basics]]<br></ul>
[[What Does a Treasurer Do?]]


===Chapter 2: [[Getting Started]] ===
[[Program Installation and Database Setup Instructions]]
<ul>[[Getting Started#How to Get Help|How to Get Help]]<br>


[[Getting Started#Navigation within Jewel|Navigation within Jewel]]<br>
[[Quick Start Guide to Using Jewel]]


[[Getting Started#Installation|Installation]]<br>
[[Tips on Getting Everything Transferred from the Previous Treasurer]]


[[Getting Started#Setting Up Your Database|Setting Up Your Database]]<br></ul>
= Using Jewel =
=== The Basic Jewel Processes ===
:'''[[Entering Common Transactions]]'''
::[[Receiving and Handling Sabbath Offerings]]
::[[AdventistGiving Offerings]]
::[[Payment Entry Quick Start|Checks and Other Payments]]
::[[Transfer Funds Quick Start|Transfer Funds]]
::[[Void a Check]]
::[[Returned Offerings|Returned Offerings/NSF Checks]]
::[[Entering Common Transactions|And More!]]
:[[Entering Other Transaction Types]]
:'''[[Month-end Processes]]'''
:'''[[Year-end Processes]]'''


= Part II - Using Jewel =
=== [[Making Corrections]] ===
=== Chapter 3: [[The Basic Jewel Processes]] ===
 
<ul>[[The Basic Jewel Processes#Receiving and Handling Offerings|Receiving and Handling Offerings]]
=== [[Bank Reconciliation]] ===
<ul>[[The Basic Jewel Processes#Counting the Offering|Counting the Offering]]<br>
[[The Basic Jewel Processes#Start New Offering - Recording Offerings in Jewel|Start New Offering - Recording Offerings in Jewel]]<br>
[[The Basic Jewel Processes#Deposit Slip|Deposit Slip]]<br>
[[The Basic Jewel Processes#Contribution Entry|Contribution Entry]]<br>
[[The Basic Jewel Processes#Trial Deposit|Trial Deposit]]<br>
[[The Basic Jewel Processes#Make Deposit|Make Deposit]]<br>
</ul>


[[The Basic Jewel Processes#Month End|Month End]]
=== [[Budget]] ===
<ul>[[The Basic Jewel Processes#Remit to Conference|Remit to Conference]]<br>
[[The Basic Jewel Processes#Send Remittance Report|Send Remittance Report]]<br>
[[The Basic Jewel Processes#Make Budget Allocations|Make Budget Allocations]]<br>
[[The Basic Jewel Processes#Reconcile Bank Statements|Reconcile Bank Statements]]<br>
[[The Basic Jewel Processes#Print Monthly Reports|Print Monthly Reports]]<br>
[[The Basic Jewel Processes#Back Up Data|Back Up Data]]<br>
[[The Basic Jewel Processes#Send Backup to Conference|Send Backup to Conference]]</ul>


[[The Basic Jewel Processes#Ongoing Duties|Ongoing Duties]]
= Jewel References =
<ul>[[The Basic Jewel Processes#Checks and Other Payments|Checks and Other Payments]]<br>
=== [[How Jewel Works]] ===
[[The Basic Jewel Processes#Transfer Funds|Transfer Funds]]<br>
=== [[Reports]] ===
[[The Basic Jewel Processes#General Journal Entry|General Journal Entry]]<br>
=== [[Maintaining and Customizing Jewel]] ===
[[The Basic Jewel Processes#Void a Check|Void a Check]]<br>
:[[Managing Your Names List - Quick Start|Managing Your Donor/Vendor Names List]]
[[The Basic Jewel Processes#Returned Offerings|Returned Offerings]]<br>
:[[Managing Your Accounts List - Quick Start|Managing Your Accounts List]]
[[The Basic Jewel Processes#Import from AdventistGiving|Import from AdventistGiving]]</ul>
:[[Properties Quick Start|Properties]]
:[[Maintaining and Customizing Jewel|Cleaning Up and Ensuring Accuracy]]
:[[Maintaining and Customizing Jewel|Pro Tips]]
:[[Maintaining and Customizing Jewel|And More!]]


[[The Basic Jewel Processes#Year End|Year End]]
=== [[Frequently Asked Questions]] ===
<ul>[[The Basic Jewel Processes#Budget Allocation|Budget Allocation]]<br>
[[The Basic Jewel Processes#Contribution Receipts|Contribution Receipts]]<br>
[[The Basic Jewel Processes#Print Reports|Print Reports]]<br>
[[The Basic Jewel Processes#Back Up Data|Back Up Data]]<br>
[[The Basic Jewel Processes#Form 1099 Payments|Form 1099 Payments]]</ul></ul>


=== Chapter 4: [[Your First Month]] ===
= Other Treasurer References =
=== Chapter 5: [[More Accounting Processes]] ===
=== [[Bank Reconciliation]] ===


=== [[Budget]] ===
=== [[Complying with IRS & Labor Dept Policies]] ===


=== Chapter 6: [[Making Corrections]] ===
=== [[File Management, Recordkeeping, Form Info]]===


= Part III - For Reference =
=== [[Fraud Prevention for Churches]]===
=== Chapter 6: [[Reports]] ===
=== Chapter 7: [[Customizing Jewel - Properties]] ===
=== Chapter 8: [[Frequently Asked Questions]] ===

Latest revision as of 13:30, 27 January 2026


How to Use Your Handbook

Welcome to the Jewel Church Accounting System! Jewel is designed to make your work as local church treasurer as easy and enjoyable as possible. We understand that most of you have taken time out of your busy lives to volunteer your time and effort for your church. This handbook is just one more way to make Jewel even easier for you to use.

We recommend that you familiarize yourself with the applicable new user sections before you begin using Jewel. They don't take long to read, but will give you a great advantage as you begin using Jewel!

As you read, notice the many links sprinkled throughout the handbook. Any time you see words in blue type, you can click on them to see more information. The link may take you to a definition, more in-depth instructions for completing the step you're working on, or even an entire article about the topic you're studying. The Search box at the upper right corner is also very useful for finding information on specific topics. So please, poke around!

New Users

What Does a Treasurer Do?

Program Installation and Database Setup Instructions

Quick Start Guide to Using Jewel

Tips on Getting Everything Transferred from the Previous Treasurer

Using Jewel

The Basic Jewel Processes

Entering Common Transactions
Receiving and Handling Sabbath Offerings
AdventistGiving Offerings
Checks and Other Payments
Transfer Funds
Void a Check
Returned Offerings/NSF Checks
And More!
Entering Other Transaction Types
Month-end Processes
Year-end Processes

Making Corrections

Bank Reconciliation

Budget

Jewel References

How Jewel Works

Reports

Maintaining and Customizing Jewel

Managing Your Donor/Vendor Names List
Managing Your Accounts List
Properties
Cleaning Up and Ensuring Accuracy
Pro Tips
And More!

Frequently Asked Questions

Other Treasurer References

Complying with IRS & Labor Dept Policies

File Management, Recordkeeping, Form Info

Fraud Prevention for Churches