Jewel Handbook: Difference between revisions
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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 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! | ||
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. So please, poke around! | |||
= Part I - Intro to Jewel Church Accounting = | = Part I - Intro to Jewel Church Accounting = | ||
| Line 24: | Line 26: | ||
= Part II - Using Jewel = | = Part II - Using Jewel = | ||
=== [[The Basic Jewel Processes|Chapter 3: The Basic Jewel Processes]] === | === [[The Basic Jewel Processes|Chapter 3: The Basic Jewel Processes]] === | ||
<ul>[[ | <ul>[[Receiving and Handling Offerings]] | ||
<ul>[[ | <ul>[[Receiving and Handling Offerings#Counting the Offering|Counting the Offering]]<br> | ||
[[ | [[Receiving and Handling Offerings#Start New Offering - Recording Offerings in Jewel|Start New Offering - Recording Offerings in Jewel]]<br> | ||
[[ | [[Receiving and Handling Offerings#Deposit Slip|Deposit Slip]]<br> | ||
[[ | [[Receiving and Handling Offerings#Contribution Entry|Contribution Entry]]<br> | ||
[[ | [[Receiving and Handling Offerings#Trial Deposit|Trial Deposit]]<br> | ||
[[ | [[Receiving and Handling Offerings#Make Deposit|Make Deposit]]<br> | ||
</ul> | </ul> | ||
[[ | [[Entering Common Transactions]] | ||
<ul>[[ | <ul>[[Entering Common Transactions#Checks and Other Payments|Checks and Other Payments]]<br> | ||
[[ | [[Entering Common Transactions#Transfer Funds|Transfer Funds]]<br> | ||
[[ | [[Entering Common Transactions#Void a Check|Void a Check]]<br> | ||
[[Entering Common Transactions#Returned Offerings|Returned Offerings/NSF Checks]]<br> | |||
[[Entering Common Transactions#AdventistGiving Offerings|AdventistGiving Offerings]]</ul> | |||
[[Month End Processes]] | |||
<ul>[[Month End Processes#Remit to Conference|Remit to Conference]]<br> | |||
[[Month End Processes#Send Remittance Report|Send Remittance Report]]<br> | |||
[[Month End Processes#Make Budget Allocations|Make Budget Allocations]]<br> | |||
[[Bank Reconciliation|Reconcile Bank Statements]]<br> | [[Bank Reconciliation|Reconcile Bank Statements]]<br> | ||
[[ | [[Month End Processes#Print Monthly Reports|Print Monthly Reports]]<br> | ||
[[ | [[Month End Processes#Back Up Data|Back Up Data]]<br> | ||
[[ | [[Month End Processes#Send Backup to Conference|Send Backup to Conference]]</ul> | ||
[[ | [[Year End Processes]] | ||
<ul>[[ | <ul>[[Year End Processes#Year-end Budget Tasks|Year-end Budget Tasks]]<br> | ||
[[ | [[Year End Processes#Zero Out Funds|Zero Out Funds]]<br> | ||
[[ | [[Year End Processes#Contribution Receipts|Contribution Receipts]]<br> | ||
[[ | [[Year End Processes#Print Reports|Print Reports]]<br> | ||
[[ | [[Year End Processes#Form 1099 Payments|Form 1099 Payments]]</ul></ul> | ||
=== [[Bank Reconciliation|Chapter 4: Bank Reconciliation]] === | === [[Bank Reconciliation|Chapter 4: Bank Reconciliation]] === | ||
| Line 63: | Line 65: | ||
=== [[Making Corrections|Chapter 7: Making Corrections]] === | === [[Making Corrections|Chapter 7: Making Corrections]] === | ||
<ul>[[ | <ul>[[Corrections In the Current Month|In the Current Month]]<br> | ||
[[ | [[Corrections In a Previous Month|In a Previous Month]]<br> | ||
[[ | [[Correcting Transactions Involving Conference Funds|Transactions Involving Conference Funds]]</ul> | ||
= Part III - For Reference = | = Part III - For Reference = | ||
=== [[Reports|Chapter 8: Reports]] === | === [[Reports|Chapter 8: Reports]] === | ||
=== [[Customizing Jewel|Chapter 9: Customizing Jewel]] === | === [[Maintaining and Customizing Jewel|Chapter 9: Maintaining and Customizing Jewel]] === | ||
<ul>[[ | <ul>[[Edit Names]]<br> | ||
[[Edit Accounts]]<br> | |||
[[Budget|Edit Budget Allocations]]<br> | |||
[[Properties]]<br> | |||
[[Cleaning Up the Bank Rec]]<br> | |||
[[Jewel and AdventistGiving]]<br> | |||
</ul> | </ul> | ||
=== [[Frequently Asked Questions|Chapter 10: Frequently Asked Questions]] === | === [[Frequently Asked Questions|Chapter 10: Frequently Asked Questions]] === | ||
[[Linda's Jewel How-to's]] | |||
Latest revision as of 21:28, 20 November 2025
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.
We recommend that you read at least Chapters 1 through 3 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!
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. So please, poke around!
Part I - Intro to Jewel Church Accounting
Chapter 1: What Does a Treasurer Do?
Chapter 2: Getting Started
Part II - Using Jewel
Chapter 3: The Basic Jewel Processes
- Receiving and Handling Offerings
- Counting the Offering
Start New Offering - Recording Offerings in Jewel
Deposit Slip
Contribution Entry
Trial Deposit
Make Deposit
- Checks and Other Payments
Transfer Funds
Void a Check
Returned Offerings/NSF Checks
AdventistGiving Offerings
Chapter 4: Bank Reconciliation
Chapter 5: Budget
Chapter 6: Less-common Transaction Types
Chapter 7: Making Corrections
Part III - For Reference
Chapter 8: Reports
Chapter 9: Maintaining and Customizing Jewel
- Edit Names
Edit Accounts
Edit Budget Allocations
Properties
Cleaning Up the Bank Rec
Jewel and AdventistGiving