Jewel Handbook: Difference between revisions

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= How to Use Your Handbook =
== How to Use Your 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.   
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.   
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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!
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 - For Those Who Are New Here =
== Part I - For Those Who Are New Here ==


[[What Does a Treasurer Do?]]
[[What Does a Treasurer Do?]]
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[[Tips on Getting Everything Transferred from the Previous Treasurer]]
[[Tips on Getting Everything Transferred from the Previous Treasurer]]


= Part II - Using Jewel =
== Part II - Using Jewel ==
=== The Basic Jewel Processes ===
=== The Basic Jewel Processes ===
:[[Entering Common Transactions]]
:[[Entering Common Transactions]]
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=== [[Budget]] ===
=== [[Budget]] ===


= Part III - Jewel References =
== Part III - Jewel References ==
=== [[How Jewel Works]] ===
=== [[How Jewel Works]] ===
=== [[Reports]] ===
=== [[Reports]] ===
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=== [[Frequently Asked Questions]] ===
=== [[Frequently Asked Questions]] ===


= Part IV - Other Treasurer References =
== Part IV - Other Treasurer References ==


=== [[Complying with IRS & Labor Dept Policies]] ===
=== [[Complying with IRS & Labor Dept Policies]] ===

Revision as of 00:59, 31 December 2025

How to Use Your 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!

Part I - For Those Who Are New Here

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

Part II - 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

Making Corrections

Bank Reconciliation

Budget

Part III - Jewel References

How Jewel Works

Reports

Maintaining and Customizing Jewel

Managing Your Donor/Vendor Names List
Managing Your Accounts List
Properties
Cleaning Up and Ensuring Accuracy
Pro Tips
And More!

Frequently Asked Questions

Part IV - Other Treasurer References

Complying with IRS & Labor Dept Policies

File Management, Recordkeeping, Form Info

Fraud Prevention for Churches

Linda's Jewel How-to's