Tech Support onboarding

Sample tech support contract (the part that's relevant to those doing tech support)

What we help with

Fix treasurer errors

Teach the treasurer to make the correction when the mistake is in the current month.

Fix older errors by entering corrections in the current month. The common exceptions to this general rule are errors in the immediately preceding month, and errors that affect donor receipts.

If a treasurer forgot an offering and you back them up to Start New Offering, do not let them submit a second remittance report. Back it up, then put them back forward past the remittance report. If an exception is needed for some reason, the conference office must be contacted.

Leave an audit trail whenever possible. When you enter a transaction, put your initials in the memo.

Straighten out databases

Clear old items from bank reconciliations (watch out for duplicates if remittances are involved!)

Balance the adjusted bank balance from the bank rec report and the financial summary

Suggest zeroing out old accounts

Set old accounts to “reconcile never”

Use your judgement. The goal is usable reports and accurate bookkeeping

Help with bank recs

Catch them up when years behind by skipping to a month or two back and entering an adjustment

Help w current bank rec

In general, don’t do the bank rec for them, but teach them to do it

Universal Auditor Usage

Pay attention to which server you’re sending to!

Enter EntityID (from eAdventist) when needed.

Check Universal when you can’t find one.

Options When You Aren't Sure

Ask them to send an email to support@jewelsda.com (include church name and conference, and Send to Auditor is usually good to include)

Call Linda or Myla and ask for help/advice, then call them back

Reporter questions go to Myla

People needing an install file should email support, and include church name and conference

To email: Auditor download link (will work for AZ conf as well, so no need for two installations), password List of phone numbers (Me, Kristi, Leonard, Linda) eVoice app link, password List of supported conferences (quick question - answer & tell them to call their conf; involved question - send to conf)

I need: Schedule (when she wants phone to ring through, when she’ll try hardest to be “on”) Phone number to forward calls to Email address to use for now