Correcting Transactions Involving Conference Funds: Difference between revisions
(Created page with "Remember that Conference Funds are designated for the Conference. They are to be remitted in full at the end of each month. Under no circumstances should they be used at the local church level. For this reason, Jewel heavily restricts how and when Conference Funds can be accessed. However, mistakes happen, so there are mechanisms for correction. ====Funds Credited to Wrong Account==== If you have not yet closed the month, first try to Making Corrections#Donation Attri...") |
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If you have made a mistake involving Conference Funds, you can still correct it. It just takes a couple of extra steps, since Jewel restricts how and when Conference Funds can be accessed. | |||
====Funds Credited to Wrong Account==== | ====Funds Credited to Wrong Account==== | ||
If you have not yet closed the month, first try to [[Making Corrections#Donation Attributed to Incorrect Fund|correct the original transaction]]. If that is not possible, go to Maintenance → Properties → General tab, and ensure that "Allow Transfers Between Conference and Local Accounts" is selected. Then go to Transfer Funds and select the "Transfer To/From Conference Funds" box at the end of the Memo field. Now you can make the appropriate transfer involving conference funds. Jewel will automatically reflect the results of the transfer on your next remittance check. | If you have not yet closed the month, first try to [[Making Corrections#Donation Attributed to Incorrect Fund|correct the original transaction]]. If that is not possible, go to Maintenance → Properties → General tab, and ensure that "Allow Transfers Between Conference and Local Accounts" is selected. Then go to Transfer Funds and select the "Transfer To/From Conference Funds" box at the end of the Memo field. Now you can make the appropriate transfer involving conference funds. Jewel will automatically reflect the results of the transfer on your next remittance check. | ||
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====Conference Remittance Check==== | ====Conference Remittance Check==== | ||
First, void the incorrect remittance check ([[#Void Checks|instructions here]]) if necessary. Once the check is voided, go to Accounting → Make Manual Remittance and enter the correct amount for the remittance check. Verify that the check number is correct, or that Electronic Payment is marked. Adjust the memo to reflect what you're doing (for example, "June 2025 remittance, replaces ck#2783"). Then print the corrected check if necessary, and click OK to complete the record. | First, void the incorrect remittance check ([[#Void Checks|instructions here]]) if necessary. Once the check is voided, go to Accounting → Make Manual Remittance and enter the correct amount for the remittance check. Verify that the check number is correct, or that Electronic Payment is marked. Adjust the memo to reflect what you're doing (for example, "June 2025 remittance, replaces ck#2783"). Then print the corrected check if necessary, and click OK to complete the record. | ||
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[[Making Corrections|Return to Chapter 7: Making Corrections]] | |||
[[Corrections In the Previous Month|Return to previous section: Corrections In the Previous Month]] | |||
[[Reports|Continue to Chapter 8: Reports]] | |||
Revision as of 16:33, 11 November 2025
If you have made a mistake involving Conference Funds, you can still correct it. It just takes a couple of extra steps, since Jewel restricts how and when Conference Funds can be accessed.
Funds Credited to Wrong Account
If you have not yet closed the month, first try to correct the original transaction. If that is not possible, go to Maintenance → Properties → General tab, and ensure that "Allow Transfers Between Conference and Local Accounts" is selected. Then go to Transfer Funds and select the "Transfer To/From Conference Funds" box at the end of the Memo field. Now you can make the appropriate transfer involving conference funds. Jewel will automatically reflect the results of the transfer on your next remittance check.
Conference Remittance Check
First, void the incorrect remittance check (instructions here) if necessary. Once the check is voided, go to Accounting → Make Manual Remittance and enter the correct amount for the remittance check. Verify that the check number is correct, or that Electronic Payment is marked. Adjust the memo to reflect what you're doing (for example, "June 2025 remittance, replaces ck#2783"). Then print the corrected check if necessary, and click OK to complete the record.
Return to Chapter 7: Making Corrections
Return to previous section: Corrections In the Previous Month