Maintaining and Customizing Jewel: Difference between revisions
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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. |
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==Edit Names== |
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:[[Managing Your Names List - Quick Start]] - Add, Delete, Edit "Active" Status, Combine Names |
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:[[Edit Names - How To and When Not To]] |
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:[[Avoid Creating Duplicate Names]] |
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==Edit Accounts== |
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:[[Managing Your Accounts List - Quick Start]] - Add, Delete, Edit "Active" Status, Close, Statement Frequency |
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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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:[[Trust Funds 101]] |
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:[[Add New Bank Account]] |
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:[[Debit Account Setup]] |
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:[[Petty Cash Setup and Usage]] |
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:[[Opening and Setting Up a Revolving Fund Account]] |
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:[[Entering Other Transaction Types#Credit Cards|Credit Card Setup]] |
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:[[Setting Up and Reconciling a CD Account]] |
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:[[Opening a New Bank Account]] - What to take to the bank |
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==Properties== |
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:[[Properties Quick Start]] |
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This list, found by going to Maintenance -> Edit Names |
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:[[Allow Checks Dated in Next Month]] |
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==Cleaning Up and Ensuring Accuracy== |
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:[[Cleaning Up the Bank Rec]] |
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:[[AdventistGiving Mapping Accuracy]] |
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:[[Avoid Creating Duplicate Offerings]] |
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:[[Avoid Creating Duplicate Payments]] |
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:[[Zero Month-end Negative Balances]] |
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:[[Zero Year-end Negative Balances]] |
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==Pro Tips== |
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:[[Six Things You Don't Need to Do]] |
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:[[Electronic Payments - Timing, Dates, Memos]] |
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:[[Payroll Tips for Treasurers]] |
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:[[Account Journal|Account Journal - Your Secret Weapon]] |
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:[[Check Options - Print or Write]] |
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:[[Memo Writing Tips]] |
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:[[Printing Reports to PDF]] |
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:[[Send to Auditor Tips]] |
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:[[Moving or Spending|Am I Moving Money or Spending It?]] |
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:[[Simplified Entry for Complicated Payments / Reimbursements]] |
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:[[Creating Excellent Reports for the Church Board]] |
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----- |
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[[Jewel Handbook|Return to main page of Jewel Handbook]] |
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Latest revision as of 03:27, 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