Entering Common Transactions: Difference between revisions

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== Transfer Funds ==
== Transfer Funds ==
Jewel allows two types of transfers, both done in the Transfer Funds screen. You can transfer funds between two Bank Accounts, such as from checking to savings. Or you can (with Church Board approval) transfer funds between two Local Funds, such as from Church Budget to Utilities.
[[Transfer Funds Quick Start]]
 
Best practice for transfers is to enter them before starting the month-end closing process, but they can be entered at any time during the month, up until you Print Monthly Reports.
 
To transfer funds in Jewel, follow these instructions:
 
# Click on Transfer Funds on the Home Screen.
# The date (in the upper left corner) defaults to today's date, but can be edited if needed. Use the Memo field to indicate the reason for the transfer, such as "Per Board vote on 5/17/26" or "To zero out at month end".
# You have the option to transfer in or out of multiple accounts. This is in case you need to take money from multiple funds to put into one OR take money from a single account and divide it among multiple funds. Select whichever method you would like to use by clicking the small white circle beside your preferred option. Notice how the screen changes when you select either one. It will expand the TO or FROM accounts so that you can enter multiple accounts. If you are making a transfer from a single account into a single account, it does not matter which of these is selected.
# Now, select the account(s) the money is being transferred ''out'' of - either by typing it in or selecting from a list with the down arrow. Then for each account type in how much money is to be transferred. To insert an account, either press ENTER after the previous account keyed in, OR click the insert button.
# Next, select the account(s) the money is being transferred ''in'' to and how much money is to be transferred in. The amount being transferred ''in'' must be the same as the amount you transferred ''out''. You can't take $50 out and transfer in $60!
# When finished, click OK and you're done! Jewel will make the appropriate adjustments in the records.
 
Note that you can look at a record of previous transfers by clicking the "Transfer Report" button.
 
[[File:Transfer_Funds_screen.png|center|600px]]


== Void a Check ==
== Void a Check ==

Revision as of 22:45, 16 December 2025

These are the most common transactions you will enter each month. If the transaction you need to enter isn't included here, please see Chapter 6: Entering Other Transaction Types

Offering Deposits

Receiving and Handling Sabbath Offerings
AdventistGiving Offerings
Offering Troubleshooting
Have You Entered All Offerings?

Checks and Other Payments

Payment Entry Quick Start
Write Checks Screen Details
Check Options - Print or Write
Writing Checks Dated in Next Month

Transfer Funds

Transfer Funds Quick Start

Void a Check

If you need to void a check that you have previously written, go to Accounting -> Void a Check.

  1. Use the sort options to find and select the check you wish to void.
  2. Verify that the date and memo accurately record what you are doing.
  3. Click OK.
  4. Verify the information in the pop-up, and click OK again.

The check you selected has been recorded as void. Jewel will either edit the check to make the amounts $0 (if the check is in the current month) or record a new transaction in the current month to cancel out the check that you're voiding. In the Bank Reconciliation, you will then mark off the $0 check, or both the original check and the new transaction, to remove them from the list of checks waiting to be cleared. Since the total amount you are checking off is $0, it will not affect your balance.

Void A Check screen.png

Returned Offerings



If your transaction isn't listed here, go to Chapter 6: Entering Other Transaction Types

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