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Combined display of all available logs of Jewel. You can narrow down the view by selecting a log type, the username (case-sensitive), or the affected page (also case-sensitive).
- 19:58, 25 December 2025 Myla talk contribs created page Financial Summary 101 (Created page with ":'''''NOTE:''' To comply with denomination policies, state and IRS laws and to prevent fraud, our church treasurers keep detailed records of all financial transactions, both incoming and outgoing. Jewel preserves these records and creates various reports so that the board can monitor the church’s financial health and make good financial decisions.'' ==Three Sections== Each Jewel “Financial Summary” consists of three sections. Your church’s Financial Summary, no...")
- 19:57, 25 December 2025 Myla talk contribs created page File:Financial Summary 101 1.png
- 19:57, 25 December 2025 Myla talk contribs uploaded File:Financial Summary 101 1.png
- 03:57, 19 December 2025 Myla talk contribs uploaded a new version of File:How to Identify Trust Funds.png
- 03:52, 19 December 2025 Myla talk contribs created page How to Identify Trust Funds (Created page with "There may be times when you want to empty out an unused local fund, but you need to know first if its balance includes any “trust funds.” Or it’s the end of the year and you are getting ready to reclaim some excess Church Budget allocation balances, but you know you should confirm that everything you plan to transfer is trust-fund free. So how do you know? If you can compare two numbers, you can do this! Read...")
- 03:51, 19 December 2025 Myla talk contribs created page File:How to Identify Trust Funds.png
- 03:51, 19 December 2025 Myla talk contribs uploaded File:How to Identify Trust Funds.png
- 03:15, 19 December 2025 Myla talk contribs created page Capital Maintenance Funds Recommendation (Created page with "If your church were to find itself facing a major roof repair, heating/AC replacement, a parking lot repair or a large sound system purchase, would you have to take out a loan to do it? Or do you have reserves that could be used when the unforeseen strikes? Actually, the expenses I just listed are not really in the category of unforeseen. Anyone who has lived in any kind of structure knows that buildings need regular maintenance, even if “regular” only comes along e...")
- 03:02, 19 December 2025 Myla talk contribs created page Zero Year-end Negative Balances (Created page with ":'''''NOTE:''' Before the year is closed, it is good church finance to zero out expense funds with negative balances, things such as office expense, utilities and facility maintenance, and, if applicable, to reclaim excess amounts of church budget allocations from any local expense accounts that received more than they needed. You will start the new year with more clarity, because your Church Budget ending balance will be more accurate.'' * Since every church’s local...")
- 02:42, 19 December 2025 Myla talk contribs created page File:Zero Year-end Negative Balances 2.png
- 02:42, 19 December 2025 Myla talk contribs uploaded File:Zero Year-end Negative Balances 2.png
- 02:34, 19 December 2025 Myla talk contribs created page File:Zero Year-End Negative Balances 1 .png
- 02:34, 19 December 2025 Myla talk contribs uploaded File:Zero Year-End Negative Balances 1 .png
- 02:27, 19 December 2025 Myla talk contribs created page Zero Month-end Negative Balances (Created page with "There are churches that look like they have tens of thousands in Church Budget, but so many negative ending balances in various local funds, that their Church Budget fund is actually thousands of dollars in the negative. If the board conducts business as if they have a large balance, when they really don’t, it can ultimately affect the church’s financial health. :'''''NOTE:''' There are times when the board needs to be able to see that, though the “Church Budget...")
- 02:15, 19 December 2025 Myla talk contribs created page Sideways Transfers - What to Do Instead (Created page with "In Sideways Transfers - A Shell Game to Avoid, I said that sideways transfers run the risk of being illegal. But they are also destructive to the budget process and they make clarity on the financial summary impossible. Plus, they are not necessary, because there are much better ways to handle shortages in individual local funds. There is a legitimate place for transfers, such as making transfers from “Church Budget” to zero out large n...")
- 01:55, 19 December 2025 Myla talk contribs created page Sideways Transfers - A Shell Game to Avoid (Created page with "Have you ever watched or participated in a shell game? A small object is hidden under one of three nutshells or overturned cups and then the shells or cups are quickly moved around, while the person watching attempts to keep track of which shell or cup the object is hidden under. Sometimes church boards unknowingly play a type of shell game, moving trust funds around from one local fund to another, not realizing that what they are doing is against denominational policy...")
- 01:27, 19 December 2025 Myla talk contribs created page Transfers Between Local and Conference Funds (Created page with "Remember that Conference Funds are designated for the Conference. They are to be remitted in full at the end of each month. Under no circumstances should they be used at the local church level. For this reason, Jewel heavily restricts how and when Conference Funds can be accessed. In general, you should not transfer between Conference and Local funds without instruction from an auditor or technical support. ==Turn On Option to Allow These Transfers== # Go to Maintenanc...")
- 00:40, 19 December 2025 Myla talk contribs created page Transferring by Writing a Check (Created page with "Creating a transfer when you have to write a check. When you are writing an actual check in order to make a transfer between accounts (example: mailing a check to the Revolving Fund, since they don’t accept electronic transfers) you can write the check in Jewel in such a way as it creates a transfer, not a payment, since you are moving that money, not spending it. Once that is done, you do not need to use “Transfer Funds.” This check, written correctly, is all you...")
- 12:46, 17 December 2025 Myla talk contribs created page Reversing a Duplicate Void (Created page with "right|300px If you go back to Void a Check after voiding, you will still see the check on the list, but the memo line will say VOIDED. This means you have successfully voided the check. '''''NOTE:''' Even after step one is successful, the voided check '''does not disappear from the Void a Check screen'''. It must be cleared during a reconciliation in order to leave the “uncleared” checks list.'' right|300px I...")
- 12:28, 17 December 2025 Myla talk contribs created page File:Void a Check 2.png
- 12:28, 17 December 2025 Myla talk contribs uploaded File:Void a Check 2.png
- 12:28, 17 December 2025 Myla talk contribs created page File:Void a Check 1.png
- 12:28, 17 December 2025 Myla talk contribs uploaded File:Void a Check 1.png
- 12:22, 17 December 2025 Myla talk contribs created page Void a Check (Created page with "If you need to void a check that you have previously written, whether in the current month or in a previous, already closed month, go to Accounting / Void a Check. # Use the sort options to find and select the check you wish to void. # Verify that the date and memo accurately record what you are doing. # Click OK. # 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 am...")
- 23:46, 16 December 2025 Myla talk contribs created page Transfer Funds Quick Start (Created page with "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. 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 trans...")
- 23:28, 16 December 2025 Myla talk contribs created page File:Report Quick Start 7.png
- 23:28, 16 December 2025 Myla talk contribs uploaded File:Report Quick Start 7.png
- 23:25, 16 December 2025 Myla talk contribs created page File:Report Quick Start 6.png
- 23:25, 16 December 2025 Myla talk contribs uploaded File:Report Quick Start 6.png
- 23:22, 16 December 2025 Myla talk contribs moved page File:Reports Quick Start 4.png to File:Report Quick Start 4.png without leaving a redirect
- 23:21, 16 December 2025 Myla talk contribs created page File:Report Quick Start 5.png
- 23:21, 16 December 2025 Myla talk contribs uploaded File:Report Quick Start 5.png
- 23:16, 16 December 2025 Myla talk contribs created page File:Reports Quick Start 4.png
- 23:16, 16 December 2025 Myla talk contribs uploaded File:Reports Quick Start 4.png
- 23:13, 16 December 2025 Myla talk contribs created page File:Report Quick Start 3.png
- 23:13, 16 December 2025 Myla talk contribs uploaded File:Report Quick Start 3.png
- 23:11, 16 December 2025 Myla talk contribs created page File:Report Quick Start 2.png
- 23:11, 16 December 2025 Myla talk contribs uploaded File:Report Quick Start 2.png
- 22:46, 16 December 2025 Myla talk contribs created page Report Quick Start (Created page with "You are sitting in a board meeting and someone asks a question. "Why is our electric bill so high this month?" Will you know how and where to find the answer in Jewel? You could go to Reports and Graphs, click on Check which brings up the check report, change the date to the previous year, sort by payee, and look at what the electric bill was for this time last year. Then change the date to the year before that, and in seconds you could point out to them that over the l...")
- 22:44, 16 December 2025 Myla talk contribs created page File:Report Quick Start 1.png
- 22:44, 16 December 2025 Myla talk contribs uploaded File:Report Quick Start 1.png
- 18:54, 16 December 2025 Myla talk contribs created page Send to Auditor Tips (Created page with "Back in 1968, three little numbers were chosen to be used when anyone, anywhere in the US needed help. Those numbers were 911. Jewel has three little words for our treasurers to use when they need help. Those three words are: '''Send to Auditor ''' If you need a donor name fixed, or if you are having trouble with your bank reconciliation, or a check was written in Jewel incorrectly, you can contact your tech support to let them know what the problem is, then send them...")
- 18:40, 16 December 2025 Myla talk contribs created page Have You Entered All Offerings? (Created page with "If you have ever taken children on a trip, you know that the perennial question is “Are we there yet?” Jewel’s question is similar. “Are you done with your offerings and ready to remit to the conference?” In order to find that out, Jewel must ask you, every time you enter a deposit that could be the last one, “Are you there yet?” :'''''NOTE:''' Once you have remitted, you will be unable to enter new offerings without assistance from the auditor. That is w...")
- 13:42, 16 December 2025 Myla talk contribs created page Printing Reports to PDF (Created page with "==Setting up Print to PDF== In order to print monthly reports to PDF, there are four steps that must be done the first time. They won’t need to be repeated. # In Jewel, go to Maintenance / Properties / General Tab. If the "Show "Print Setup" Before Printing" box is not checked, check it. # While still in Maintenance / Properties, click on the “Reports” tab. Look for a report named “Contribution Report – Detail.” If you do not see it, or if you have a “Contr...")
- 01:36, 15 December 2025 Myla talk contribs created page Jewel Won't Let Me Move On to My Next Step! (Created page with "Frequently we are asked to help a treasurer figure out what is “wrong with Jewel,” because it is "not letting me remit or print reports." And when I ask them what their “Next Step” button says, they tell me that it says "Start New Offering." That tells me that, even though they may think that they are nearly finished closing the month, they have not even started the process yet. Let me illustrate it this way. Let's say you are ready to take a trip. You pack and...")
- 01:15, 15 December 2025 Myla talk contribs created page File:Offering Troubleshooting 4.png
- 01:15, 15 December 2025 Myla talk contribs uploaded File:Offering Troubleshooting 4.png
- 01:15, 15 December 2025 Myla talk contribs created page File:Offering Troubleshooting 3.png
- 01:15, 15 December 2025 Myla talk contribs uploaded File:Offering Troubleshooting 3.png
- 01:14, 15 December 2025 Myla talk contribs created page File:Offering Troubleshooting 2.png