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.
+__NOTOC__
+==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==
-In this section, we discuss how to customize Jewel for your church's specific needs by adjusting the properties as needed in Maintenance → [[Properties]].
+:[[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
-==[[Edit Names]]==
+==Properties==
-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.
+:[[Properties Quick Start]]
+:[[Allow Checks Dated in Next Month]]
-==[[Edit Accounts]]==
+==Cleaning Up and Ensuring Accuracy==
-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.
+:[[Cleaning Up the Bank Rec]]
+:[[AdventistGiving Mapping Accuracy]]
-==[[Budget|Edit Budget Allocations]]==
+:[[Avoid Creating Duplicate Offerings]]
-Please see the chapter on [[Budget|Budgets]].
+:[[Avoid Creating Duplicate Payments]]
-==[[Cleaning Up the Bank Rec]]==
+:[[Zero Month-end Negative Balances]]
-This section tells what to do with those extra transactions hanging out in your bank reconciliation, and how to get rid of them.
+:[[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]]
+-----
+[[Jewel Handbook|Return to main page of Jewel Handbook]]

Maintaining and Customizing Jewel: Difference between revisions

Latest revision as of 02:27, 31 December 2025

Edit Names

Edit Accounts

Properties

Cleaning Up and Ensuring Accuracy

Pro Tips

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