Maintaining and Customizing Jewel

In this section we talk about all the ways to make Jewel the best fit for your particular church. Click on each title to get detailed instructions and information regarding that section.

Edit Names

This list, found by going to Maintenance -> Edit Names, is where you can add the names of donors and vendors, edit the names already added, delete never-used names, combine duplicate names, clear incorrect AdventistGiving mappings, and de-activate names that are no longer needed.

Edit Accounts

In Maintenance -> Edit Accounts, you can add new bank accounts, local funds or conference funds. You can edit the accounts already entered, delete never-used accounts, and de-activate accounts that are no longer needed. For bank accounts, you can enter or correct the information printed on your checks, and change the statement frequency. For local and conference funds, you can clear incorrect AdventistGiving mappings, as well as set whether a fund is tax-deductible or is a sub account of another fund.

Edit Budget Allocations

Please see the chapter on Budgets.

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.

Cleaning Up the Bank Rec

This section tells what to do with those extra transactions hanging out in your bank reconciliation, and how to get rid of them.

Ensuring AdventistGiving Mapping Accuracy

It's essential to correctly map accounts and donors in AdventistGiving, so that all monies are credited to the right person and account. Here's how to check that your mappings are accurate.