Maintaining and Customizing Jewel

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

Edit Accounts

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

Credit Card Setup

Setting Up and Reconciling a CD Account

Opening a New Bank Account - What to take to the bank

Properties

Properties Quick Start

Allow Checks Dated in Next Month

Cleaning Up and Ensuring Accuracy

Cleaning Up the Bank Rec

AdventistGiving Mapping Accuracy

Avoid Creating Duplicate Offerings

Avoid Creating Duplicate Payments

Zero Month-end Negative Balances

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 - Your Secret Weapon

Check Options - Print or Write

Memo Writing Tips

Printing Reports to PDF

Send to Auditor Tips

Am I Moving Money or Spending It?

Simplified Entry for Complicated Payments / Reimbursements

Creating Excellent Reports for the Church Board

Finding Missing Contributions

---

Return to main page of Jewel Handbook