Corrections In the Current Month
As long as you have not yet closed the month, Jewel allows you to make changes to nearly any type of transaction and correct nearly any type of error or omission. In general, find a report that includes the transaction you want to correct, then click on the transaction to open it. Click or checkmark "Edit", make your correction and click OK to save your changes. If your correction doesn't fit that general strategy, see below for specific instructions for specific types of corrections.
Offering Deposits
Donations Recorded Under Wrong Name
Go to Reports & Graphs / Contribution. Look up the name the donation is currently recorded under, and click on the incorrect donation. This will take you to Contribution Entry, to the envelope that needs correcting. Click Edit Envelope, make your correction, then click Close to finish.
Donations Attributed to Incorrect Fund
Go to Reports & Graphs / Contribution. Look up the donor name, and click on the incorrect donation. This will take you to Contribution Entry, to the envelope that needs correcting. Click Edit Envelope, make your correction, then click Close to finish.
Incorrect Envelope Amounts
Go to Reports & Graphs / Contribution. Look up the donor name, and click on the incorrect donation. This will take you to Contribution Entry, to the envelope that needs correcting. Click Edit Envelope and make your correction, then continue to the next section to correct the Deposit total.
Incorrect Deposit Totals
Get to the Contribution Entry screen of the deposit that needs correcting by going to Reports & Graphs, then either:
- Contribution report, then clicking on a donation that's included in the deposit you're correcting, or
- Deposit report, clicking on the deposit you're correcting, then Make Corrections (bottom center of the window).
Now, you need to know whether you use Jewel's Deposit Slip feature. If you enter the number of coins and bills in each deposit, then you do use this feature. If you simply enter the total amount of the deposit, you do not use the Deposit Slip feature.
If you use the Deposit Slip feature: Click Edit Deposit Slip. Adjust the deposit slip to reflect the correct deposit amount, by adding/deleting checks or by adjusting the amount of cash, as appropriate. Click OK and Close to finish.
If you do not use the Deposit Slip feature: Check the Edit box at the top left of the Contribution Entry screen. Correct the deposit total, and click Close to finish.
Note that you will generally have to correct or add envelopes along with correcting the deposit total, as the deposit total has to match the total of all the envelopes.
Incorrect Deposit Account, Date, or Memo
Go to Reports & Graphs / Deposit report. Click on the affected deposit. Check the "Edit This Deposit" box at the top left. Make your corrections, then click OK to finish.
Small Untraceable Counting Errors
If your error is only a few cents, such as from mis-counting your coins, you also have the option of correcting with a General Journal Entry. Go to Accounting / Make General Journal Entry. Use Church Budget for the Account. If the deposit amount on the bank statement is higher than in Jewel, your correction will be an income. If the bank statement shows a lower amount than is recorded in Jewel, your correction will be expense. The Memo will say "Correct 7/5/25 deposit" or something similar. Click OK to finish.
Duplicate Offering Deposits
If the duplicate happens to be the most recent deposit you entered, go to Reports & Graphs / Deposit report. Click on the duplicate deposit, then on Make Corrections. Click Delete Envelope until all envelopes have been deleted. Then click the Cancel Offering button that has just appeared. Confirm that you do indeed wish to cancel the offering.
If the duplicate is an earlier offering, contact your tech support for assistance.
Checks or Electronic Payments
Making Corrections
Go to Reports & Graphs / Checks. Click on the check you wish to correct, then click Edit Check. Make your changes, and click OK to finish.
If your check numbers have gotten mixed up, be aware that Jewel does not allow duplicate check numbers. So think through the order in which to correct your check numbers, so that you avoid that issue.
Note that remittance checks can only be corrected by technical support, even if the month is not yet closed.
Duplicate Checks or Electronic Payments
If your duplicate check uses a check number that you wish to use for a real check, then go to Reports & Graphs / Checks. Click on the check whose number you need to re-use, then click Edit Check. Check the Electronic Payment box, and click OK to save the change. Then continue to Void a Check (below) to void the duplicate.
If your duplicate is an electronic payment or if you do not need to re-use the check number, simply go to Void a Check (below) to void the duplicate.
Void a Check
If a check will never clear the bank (it was destroyed, replaced, etc), go to Accounting / Void a Check. Use the options on the screen to search for and select the check you wish to void. Verify that the memo reads as you wish, then click OK. Jewel will zero out the values on the check. In the Bank Reconciliation, you will then mark off the $0 check, to remove it from the list of checks waiting to be cleared.
General Journal Entries
The first step in correcting a General Journal Entry is to find it on a report. General Journals can be marked as either "Deposits" or "Checks", and will appear on the Deposit or Check report accordingly. All transactions are included in the Account Journal report, so try that one if you're having trouble finding the transaction you need. Once you've located the transaction you want to correct, click on it in the report. Then click Edit Entry, make your changes, and click OK to finish.
General Journals Appearing in Wrong Report / Section of Bank Rec
See instructions above to find and open the General Journal you need to correct. Click Edit Entry, then select the correct button under the Memo line, depending on whether you want the General Journal to appear with the Deposits or with the Checks. Changing this classification does not affect whether the transaction should be income or expense. If the church gained money, it's income. If they spent/lost money, it's an expense, regardless of which reports the transaction appears on.
Duplicate General Journal Entries
See instructions above to find and open the duplicate General Journal Entry. Click Delete Entry, and confirm.
Transfer Funds
Go to Reports & Graphs / Transfer. Click on the transfer you'd like to edit. Click Edit Transfer, make your changes, and click OK to finish.
Duplicate Transfers
Go to Reports & Graphs / Transfer. Click on the duplicate Transfer. Click Delete Entry, and confirm.