Main Page: Difference between revisions

Latest revision as of 23:24, 28 February 2026

Jewel Treasurer's Handbook

Welcome to the Jewel Church Accounting System! 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.

We recommend that you familiarize yourself with the applicable new user sections before you begin using Jewel. They don't take long to read, but will give you a great advantage as you begin using Jewel!

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. The Search box at the upper right corner is also very useful for finding information on specific topics. So please, poke around!

New Users

What Does a Treasurer Do?

Program Installation and Database Setup Instructions

Quick Start Guide to Using Jewel

Tips on Getting Everything Transferred from the Previous Treasurer

Using Jewel

The Basic Jewel Processes

Entering Common Transactions

Receiving and Handling Sabbath Offerings

AdventistGiving Offerings

Checks and Other Payments

Transfer Funds

Void a Check

Returned Offerings/NSF Checks

And More!

Entering Other Transaction Types

Month-end Processes

Year-end Processes

Properties

Cleaning Up and Ensuring Accuracy

Pro Tips

And More!

@@ Line 1: / Line 1: @@
 __NOTOC__
-= How to Use Your Handbook =
+== Jewel Treasurer's 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.
+Welcome to the Jewel Church Accounting System! 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.
-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 familiarize yourself with the applicable new user sections before you begin using Jewel. They don't take long to read, but will give you a great advantage as you begin using Jewel!
-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!
+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. The Search box at the upper right corner is also very useful for finding information on specific topics. So please, poke around!
-= Part I - Intro to Jewel Church Accounting =
+== New Users ==
-===[[What Does a Treasurer Do?|Chapter 1: What Does a Treasurer Do?]] ===
-<ul>[[What Does a Treasurer Do?#Basic Treasurer Responsibilities|Basic Treasurer Responsibilities]]<br>
-[[What Does a Treasurer Do?#Fund Accounting Basics|Fund Accounting Basics]]<br></ul>
+[[What Does a Treasurer Do?]]
+[[Program Installation and Database Setup Instructions]]
-===[[Getting Started|Chapter 2: Getting Started]] ===
-<ul>[[Getting Started#How to Get Help|How to Get Help]]<br>
+[[Quick Start Guide to Using Jewel]]
-[[Getting Started#Navigation within Jewel|Navigation within Jewel]]<br>
+[[Tips on Getting Everything Transferred from the Previous Treasurer]]
-[[Getting Started#Installation|Installation]]<br>
+== Using Jewel ==
-[[Getting Started#Setting Up Your Database|Setting Up Your Database]]<br></ul>
+=== The Basic Jewel Processes ===
+:'''[[Entering Common Transactions]]'''
+::[[Receiving and Handling Sabbath Offerings]]
+::[[AdventistGiving Offerings]]
+::[[Payment Entry Quick Start|Checks and Other Payments]]
+::[[Transfer Funds Quick Start|Transfer Funds]]
+::[[Void a Check]]
+::[[Returned Offerings|Returned Offerings/NSF Checks]]
+::[[Entering Common Transactions|And More!]]
+:[[Entering Other Transaction Types]]
+:'''[[Month-end Processes]]'''
+:'''[[Year-end Processes]]'''
+=== [[Making Corrections]] ===
-= Part II - Using Jewel =
-=== [[The Basic Jewel Processes|Chapter 3: The Basic Jewel Processes]] ===
-<ul>[[Receiving and Handling Offerings]]
-<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>
+=== [[Bank Reconciliation]] ===
-[[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>
-[[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>
+=== [[Budget]] ===
-[[The Basic Jewel Processes#Entering Common Transactions|Entering Common Transactions]]
-<ul>[[The Basic Jewel Processes#Checks and Other Payments|Checks and Other Payments]]<br>
-[[The Basic Jewel Processes#Transfer Funds|Transfer Funds]]<br>
-[[The Basic Jewel Processes#Void a Check|Void a Check]]<br>
-[[The Basic Jewel Processes#Returned Offerings|Returned Offerings/NSF Checks]]<br>
-[[The Basic Jewel Processes#Import from AdventistGiving|Import from AdventistGiving]]</ul>
+== Jewel References ==
-[[The Basic Jewel Processes#Year End|Year End Processes]]
+=== [[How Jewel Works]] ===
-<ul>[[The Basic Jewel Processes#Year-end Budget Tasks|Year-end Budget Tasks]]<br>
+=== [[Reports]] ===
-[[The Basic Jewel Processes#Zero Out Funds|Zero Out Funds]]<br>
+=== [[Maintaining and Customizing Jewel]] ===
-[[The Basic Jewel Processes#Contribution Receipts|Contribution Receipts]]<br>
+:[[Managing Your Names List - Quick Start|Managing Your Donor/Vendor Names List]]
-[[The Basic Jewel Processes#Print Reports|Print Reports]]<br>
+:[[Managing Your Accounts List - Quick Start|Managing Your Accounts List]]
-[[The Basic Jewel Processes#Form 1099 Payments|Form 1099 Payments]]</ul></ul>
+:[[Properties Quick Start|Properties]]
+:[[Maintaining and Customizing Jewel|Cleaning Up and Ensuring Accuracy]]
+:[[Maintaining and Customizing Jewel|Pro Tips]]
+:[[Maintaining and Customizing Jewel|And More!]]
-=== [[Bank Reconciliation|Chapter 4: Bank Reconciliation]] ===
+=== [[Frequently Asked Questions]] ===
+== Other Treasurer References ==
-=== [[Budget|Chapter 5: Budget]] ===
-=== [[Less-common Transaction Types|Chapter 6: Less-common Transaction Types]] ===
+=== [[Complying with IRS & Labor Dept Policies]] ===
-=== [[Making Corrections|Chapter 7: Making Corrections]] ===
+=== [[File Management, Recordkeeping, Form Info]]===
-<ul>[[Making Corrections#In the Current Month|In the Current Month]]<br>
-[[Making Corrections#In a Previous Month|In a Previous Month]]<br>
-[[Making Corrections#Transactions Involving Conference Funds|Transactions Involving Conference Funds]]</ul>
+=== [[Fraud Prevention for Churches]]===
-= Part III - For Reference =
-=== [[Reports|Chapter 8: Reports]] ===
-=== [[Maintaining and Customizing Jewel|Chapter 9: Maintaining and Customizing Jewel]] ===
-<ul>[[Edit Names]]<br>
-[[Edit Accounts]]<br>
-[[Budget|Edit Budget Allocations]]<br>
-[[Properties]]<br>
-[[Cleaning Up the Bank Rec]]<br>
-</ul>
-=== [[Frequently Asked Questions|Chapter 10: Frequently Asked Questions]] ===
+<br />
+<br />
+<br />
+<br />
-[[Linda's Jewel How-to's]]
+If you have comments or suggestions regarding the Jewel Handbook, please [mailto:myla@jewelsda.com email us]

Main Page: Difference between revisions

Latest revision as of 23:24, 28 February 2026

Jewel Treasurer's Handbook

New Users

Using Jewel

The Basic Jewel Processes

Jewel References

Other Treasurer References

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