Maintaining and Customizing Jewel: Difference between revisions
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(Created page with "In this section we talk about all the ways to make Jewel the best fit for your particular church. This includes setting Properties, streamlining the Names and Accounts lists, etc. ==Properties== In this section, we discuss how to customize Jewel for your church's specific needs by adjusting the properties as needed in Maintenance → Properties.") |
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==Edit Names== | |||
:[[Managing Your Names List - Quick Start]] - Add, Delete, Edit "Active" Status, Combine Names | |||
:[[Edit Names - How To and When Not To]] | |||
:[[Avoid Creating Duplicate Names]] | |||
==[[Properties]]== | ==Edit Accounts== | ||
:[[Managing Your Accounts List - Quick Start]] - Add, Delete, Edit "Active" Status, Close, Statement Frequency | |||
:[[Trust Funds 101]] | |||
:[[Add New Bank Account]] | |||
:[[Debit Account Setup]] | |||
:[[Petty Cash Setup and Usage]] | |||
:[[Opening and Setting Up a Revolving Fund Account]] | |||
:[[Entering Other Transaction Types#Credit Cards|Credit Card Setup]] | |||
:[[Setting Up and Reconciling a CD Account]] | |||
:[[Opening a New Bank Account]] - What to take to the bank | |||
==Properties== | |||
:[[Properties Quick Start]] | |||
:[[Allow Checks Dated in Next Month]] | |||
==Cleaning Up and Ensuring Accuracy== | |||
:[[Cleaning Up the Bank Rec]] | |||
:[[AdventistGiving Mapping Accuracy]] | |||
:[[Avoid Creating Duplicate Offerings]] | |||
:[[Avoid Creating Duplicate Payments]] | |||
:[[Zero Month-end Negative Balances]] | |||
:[[Zero Year-end Negative Balances]] | |||
==Pro Tips== | |||
:[[Six Things You Don't Need to Do]] | |||
:[[Electronic Payments - Timing, Dates, Memos]] | |||
:[[Payroll Tips for Treasurers]] | |||
:[[Account Journal|Account Journal - Your Secret Weapon]] | |||
:[[Check Options - Print or Write]] | |||
:[[Memo Writing Tips]] | |||
:[[Printing Reports to PDF]] | |||
:[[Send to Auditor Tips]] | |||
:[[Moving or Spending|Am I Moving Money or Spending It?]] | |||
:[[Simplified Entry for Complicated Payments / Reimbursements]] | |||
:[[Creating Excellent Reports for the Church Board]] | |||
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[[Jewel Handbook|Return to main page of Jewel Handbook]] | |||
Latest revision as of 02:27, 31 December 2025
Edit Names
- Managing Your Names List - Quick Start - Add, Delete, Edit "Active" Status, Combine Names
- Edit Names - How To and When Not To
- Avoid Creating Duplicate Names
Edit Accounts
- Managing Your Accounts List - Quick Start - Add, Delete, Edit "Active" Status, Close, Statement Frequency
- Trust Funds 101
- Add New Bank Account
- Debit Account Setup
- Petty Cash Setup and Usage
- Opening and Setting Up a Revolving Fund Account
- Credit Card Setup
- Setting Up and Reconciling a CD Account
- Opening a New Bank Account - What to take to the bank
Properties
Cleaning Up and Ensuring Accuracy
Pro Tips
- Six Things You Don't Need to Do
- Electronic Payments - Timing, Dates, Memos
- Payroll Tips for Treasurers
- Account Journal - Your Secret Weapon
- Check Options - Print or Write
- Memo Writing Tips
- Printing Reports to PDF
- Send to Auditor Tips
- Am I Moving Money or Spending It?
- Simplified Entry for Complicated Payments / Reimbursements
- Creating Excellent Reports for the Church Board