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- 20:50, 6 December 2025 Payment Entry Quick Start (hist | edit) [1,840 bytes] Myla (talk | contribs) (Created page with "To enter any type of payment: # From your Jewel Home Screen, select "Write Checks". # '''The Check Number''' is automatic and you should not generally need to change it. If you are hand-writing checks or using pre-printed checks, verify that the check number matches the paper check you plan to use. If you are entering a non-check form of payment, check the Electronic Payment box. This removes the check number entirely. # '''The Date''' should be the date the payment is s...")
- 15:33, 5 December 2025 Correcting Transfers In a Previous Month (hist | edit) [1,202 bytes] Myla (talk | contribs) (Created page with "Click Transfer Funds. Reverse the incorrect Transfer by making a new entry with the opposite amount. The memo should identify the specific entry being corrected (use the date) and give a reason for the correction. Once that reversing entry is completed, click New Entry. Then re-enter the Transfer with the correct information. You can also correct by entering a single correcting entry, if you can clearly identify the amount and direction (income/expense) of the correctio...")
- 15:32, 5 December 2025 Correcting General Journal Entries In a Previous Month (hist | edit) [1,883 bytes] Myla (talk | contribs) (Created page with "Go to Accounting / Make General Journal Entry. Reverse the incorrect General Journal by making a new entry with the opposite amount (income instead of expense, or vice versa). The memo should identify the specific entry being corrected by its date or transaction number, and give a reason for the correction. Once that reversing entry is completed, click New Entry. Then re-enter the original General Journal with the correct information. Use the memo to connect the re-entry...")
- 15:31, 5 December 2025 Correcting Checks or Electronic Payments In a Previous Month (hist | edit) [1,869 bytes] Myla (talk | contribs) (Created page with "==Incorrect Payment Total== In the Bank Reconciliation, click "Bank Fees or Check Correction". Use the fund that the payment was originally charged to for the Account (use the Check Report button at the upper right if you need to look it up). If the check amount on the bank statement is higher than in Jewel, your correction will be an expense. If the bank statement shows a lower amount than is recorded in Jewel, your correction will be an income. The Date will be the dat...")
- 15:30, 5 December 2025 Correcting Offering Deposits In a Previous Month (hist | edit) [5,191 bytes] Myla (talk | contribs) (Created page with "Deposit correction involves a bit of finesse, as the correction method depends on the issue. Precise end-of-year donor receipts are essential, so if you can trace an error to a particular donor's donation, it should be corrected in a way that corrects their receipt. This usually involves entering a $0 offering, as described below. If you cannot trace the error to a particular donor, especially if the error is small, a General Journal correction is appropriate. If you are...")
- 23:16, 4 December 2025 Correcting Transfers In the Current Month (hist | edit) [354 bytes] Myla (talk | contribs) (Created page with "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.") originally created as "Correct Transfers In the Current Month"
- 23:15, 4 December 2025 Correcting General Journal Entries In the Current Month (hist | edit) [1,284 bytes] Myla (talk | contribs) (Created page with "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 clic...") originally created as "Correct General Journal Entries in the Current Month"
- 23:14, 4 December 2025 Correcting Checks or Electronic Payments In the Current Month (hist | edit) [1,570 bytes] Myla (talk | contribs) (Created page with "==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. ==Remittance Checks== Remittance checks can only be corrected by technical support, even if the month is not y...") originally created as "Correct Checks or Electronic Payments In the Current Month"
- 23:12, 4 December 2025 Correcting Offering Deposits In the Current Month (hist | edit) [5,538 bytes] Myla (talk | contribs) (Created page with "==Incorrect Offering Date== Go to Reports & Graphs / Deposit. Find the offering you wish to edit and click on it. This will open the "Edit Deposit" screen. Click the Edit This Deposit box, then make your corrections and click OK. :'''''Note:''' Each deposit has three dates: the Offering Date, the Deposit Date, and the date listed in the Memo. It is generally best to use the same date in all three places. If the Offering and Deposit dates are different, then your Contri...") originally created as "Correct Offering Deposits In the Current Month"
- 22:51, 4 December 2025 Budget - End-of-Year Rollover (hist | edit) [1,301 bytes] Myla (talk | contribs) (Created page with "If your church has monthly Budget Allocations set up in Jewel, they will expire when you close December. If you want to keep the same allocations into the next year, roll them over, as it were, there is something that you must do before then. Even if your church is working on new budget allocations for the next year, rolling them over and then editing them is easier than having to enter them all from scratch, so we recommend this easy process. Go to Maintenance / Edit...") originally created as "Budget End-of-Year Rollover"
- 21:15, 4 December 2025 Check Paper or Preprinted Checks (hist | edit) [646 bytes] Myla (talk | contribs) (Created page with "Jewel uses the same check paper format as Quickbooks format: one sheet divided equally into three parts, with the check at top and 2 stubs below. This blank check paper can be purchased at any office supply or major online retailer. Jewel will print all of the needed information on the check paper. You can also buy preprinted checks in this format, but this costs significantly more than having Jewel do the printing.")
- 21:09, 4 December 2025 Envelope Sizes for Checks and Receipts (hist | edit) [1,596 bytes] Myla (talk | contribs) (Created page with "Business envelopes come in various sizes. '''The #10 business envelope''' is the standard envelope that is used to mail letters, etc. '''#8 two-window envelope'''. For those of you who print your checks directly from Jewel to pay your bills, the #8 two-window envelope is designed to be the optimal size for mailing them out to vendors. Using this envelope will ensure that the address on the check is in the right place to show through the window. (We have heard more rece...")
- 20:32, 4 December 2025 Avoid Creating Duplicate Payments (hist | edit) [3,674 bytes] Myla (talk | contribs) (Created page with "Whether or not you actually '''pay''' the same bill twice, accidentally recording the same payment twice in Jewel not only inflates the expense totals on your reports, making them inaccurate, but results in an outstanding item on your bank reconciliation page that will sit there until it is voided or reversed. Inaccurate '''and'' takes time to fix? Sounds like something we want to avoid! # If you are recording checks into Jewel from a paper checkbook, make a little mar...")
- 19:28, 4 December 2025 Avoid Creating Duplicate Offerings (hist | edit) [3,081 bytes] Myla (talk | contribs) (Created page with "Duplicate offerings are a hassle. They inflate your Deposit Report, your Financial Summary, your donors end-of-year receipts and sometimes your Remittance check to the Conference. To fix all those things, you can’t just void or delete them – they have to be reversed, envelope by envelope, often by an auditor. This is how it might look on your deposit report. center|600px It is als...") originally created as "How to Avoid Creating Duplicate Offerings"
- 13:07, 4 December 2025 Opening a New Bank Account (hist | edit) [6,854 bytes] Myla (talk | contribs) (Created page with "Opening a new bank account can be complicated. This page details what paperwork you are likely to be asked for, and what non-Jewel steps are involved in opening a new account or switching accounts. To learn how to add the new account to Jewel, click here. :Note: These instructions were provided to Jewel by the Georgia-Cumberland Conference. State laws and conference policy may vary, so check with your own conference when necessary. Someone in your con...")
- 11:50, 4 December 2025 Opening and Setting Up a Revolving Fund Account (hist | edit) [1,487 bytes] Myla (talk | contribs) (Created page with "Each Union in the North American Division has a “Revolving Fund,” where churches and schools can earn interest on currently unneeded funds and others can borrow from these funds to help pay for needed upgrades or building projects. 1. If your church has never had a revolving fund account before, contact your conference office or google your union’s revolving fund. “Southern Union Revolving Fund.” “Columbia Union Revolving Fund.” Lake Union Revolving Fund...")
- 11:39, 4 December 2025 Simplified Entry for Complicated Payments / Reimbursements (hist | edit) [2,374 bytes] Myla (talk | contribs) (Created page with "If a single check is written to reimburse several receipts, posting the details to Jewel from the “Check Request Form” can take time. Let's say that someone has made eight purchases for the church, and when they turn in their Check Request Form for reimbursement, it looks something like this. Eight lines, eight totals. :'''''Note:''' It is important that each line of the Check Request Form contains the information from just one of the attached receipts (attach...")
- 22:34, 1 December 2025 Debit Account Setup (hist | edit) [3,795 bytes] Myla (talk | contribs) (Created page with ":'''''NOTE:''' If your church board has decided to obtain and use a debit card, hopefully you have followed our very strong recommendation to open a separate checking account, not connected to the main checking by automatic transfers. This debit account is to be funded by manual online transfers from the main checking account as needed. ==Setting Up a New Debit Card Account in Jewel== Go to Maintenance / Edit Accounts, then click on “Add New Account” and set it up l...") originally created as "Debit Account Management"
- 22:17, 1 December 2025 Credit Card - Monthly Payment, Receipts and Documentation (hist | edit) [4,366 bytes] Myla (talk | contribs) (Created page with "==Monthly Payment of the Statement Balance== Most credit cards allow you to set up autopay to automatically pay the statement balance a few days before the due date each month. This is the method that we recommend, because you will never forget to pay on time, and the payment will consistently be the correct amount. Consistency is the key. Pick a date and stick really close to it. Aim to have just one payment per month. If your payment due date is the 2nd of each month...")
- 18:30, 1 December 2025 Credit Card Transaction Entry - Detail Version (hist | edit) [5,495 bytes] Myla (talk | contribs) (Created page with "When a church obtains a credit card, the purchases can be recorded and managed in Jewel one of two ways. '''Summary Version:''' Monthly purchases are reported on the statement. The monthly balance is then paid by a check or electronic payment, and the various purchases are combined and posted to appropriate local funds using the “Account” lines on the check. Click here for instructions for this method. '''Detail Version:''' T...") originally created as "Credit Card Entry - Detail Version"
- 18:17, 1 December 2025 Credit Card Transaction Entry - Summary Version (hist | edit) [2,582 bytes] Myla (talk | contribs) (Created page with "When a church obtains a credit card, the purchases can be recorded and managed in Jewel one of two ways. '''Summary Version:''' Monthly purchases are reported on the statement. The monthly balance is then paid by a check or electronic payment, and the various purchases are combined and posted to appropriate local funds using the “Account” lines on the check. This is the method described on this page. '''Detail Version:''' The credit card is set up as a bank account...") originally created as "Credit Card Entry - Summary Version"
- 02:22, 1 December 2025 Do We Need a Credit or Debit Card? Which One? (hist | edit) [5,831 bytes] Myla (talk | contribs) (Created page with "Credit and Debit cards can be a useful tool for churches. They can also be a major door to fraud and mismanagement, which is why we have recommended in the past that most churches not have them. But as times change, the ability to make online payments has become more necessary, and more churches are obtaining credit or debit cards. ==If You Don't Want a Card== There are options if your church does not want to have a credit or debit card. If your pastor/head deacon/custo...")
- 02:03, 1 December 2025 Petty Cash Setup and Usage (hist | edit) [4,533 bytes] Myla (talk | contribs) (Created page with "==Authorization== A local church board may choose to establish a Petty Cash fund for the use of a specific ministry or department of the church (Church Office, Community Services, Pathfinders, Women's Ministry, etc.). Such authorization should be clearly documented in the church board minutes and should include: # The specific purpose/ministry/department. # The set amount of the Petty Cash account. # Who will be responsible for the fund as the appointed petty cash custod...")
- 01:45, 1 December 2025 Hope for Humanity Reversion Posting and Usage (hist | edit) [4,045 bytes] Myla (talk | contribs) (Created page with "Sometime during the year, usually in January or February, some of you (not all of you) have received/will receive checks in the mail labeled as '''"Hope for Humanity Reversion."''' Hope for Humanity used to be called "Ingathering." If that still doesn't ring a bell, that's ok. You just need to know that it is an offering that has been around for decades, that is collected for ACS (Adventist Community Services). It is collected specifically for '''''Community Development...") originally created as "Ingathering Reversion Posting and Usage"
- 01:29, 1 December 2025 Using Online Giving Apps (hist | edit) [2,351 bytes] Myla (talk | contribs) (Created page with "If your church has decided to accept donations via other online giving apps such as Tithely, here are the steps necessary for appropriate tracking. For each app, you must: # Choose the period you wish the app to use for deposits. It is easiest to have the app make deposits twice per month or weekly. Avoiding depositing each day's donations separately, as tracking that many deposits is difficult. # Ensure that the funds on the app are set up correctly to correspond to th...")
- 01:29, 1 December 2025 Using Peer-to-Peer (P2P) Apps (hist | edit) [2,909 bytes] Myla (talk | contribs) (Created page with "If you feel that you must accept donations via peer-to-peer (P2P) apps such as Zelle or CashApp, here are the steps necessary for appropriate tracking. It is imperative that the church treasurer creates/designs a spreadsheet to keep track of the contributions from each of the various P2P platforms that your church chooses to use. For each app, you must: # At the end of each period, e.g. the 15th and 31st of each month, go online to the bank account or app and record all...")
- 01:15, 1 December 2025 Why Not to Use Other Online Giving Apps (hist | edit) [8,279 bytes] Myla (talk | contribs) (Created page with "====Why Not to Use Them==== We at Jewel Church Accounting System are aware that some churches are using peer-to-peer (P2P) payment apps such as Zelle and CashApp to accept donations from their members. More recently, some are using online giving platforms like Tithely. However, there are some very real and important issues involved with substituting these apps for AdventistGiving, an app specifically designed for the North American Division of the Seventh-day Adventist c...")
- 01:05, 1 December 2025 General Journal Entry (hist | edit) [4,124 bytes] Myla (talk | contribs) (Created page with "====Interest Earned==== ====Non-offering Deposits==== ====Refunds of purchases==== ====Insurance Payouts==== ====Evangelism Funds from the Conference==== ====Bank Fees==== ====Check-printing Charges==== If you need to make an accounting entry for a transaction which does not fit anywhere else in Jewel's accounting process, you can make a General Journal Entry. The General Journal is for entering items such as bank fees, interest earned, deposits that are not offerings (...")
- 01:04, 1 December 2025 Entering Other Transaction Types (hist | edit) [3,480 bytes] Myla (talk | contribs) (Created page with "==Non-Offering Deposits and Income== *Interest earned *Non-Offering Deposits *Refunds of Purchases *Insurance Payouts *Evangelism Funds from the Conference Enter these as General Journal Entries ==Bank Fees and Charges== *Bank Fees *Check-printing Charges *NSF Check Fees *Statement Fees Enter these as General Journal Entries ==Other Online Giving Deposits== Why Not to Use Other Online Giving Apps [[Using P2P Apps]...")
