Changing the NextStep Button

To change the NextStep button, click Auditor, and select the desired option from the NextStep dropdown menu.

Forgotten Offerings

The solution depends on the current NextStep.

Remit to Conference:: Direct the treasurer to go to Offerings (at the top of the Jewel Home Screen), then Start New Offering. Confirm that a new offering in the current month is desired.

Send Remittance Report: Void (or delete) the conference check, and change the NextStep button back to Start New Offering. The treasurer can then proceed as usual, writing a new conference check and closing the month as usual.

Reconcile Bank Statements or any other post-remittance step: This is tricky because backing treasurers up to Start New Offering allows them to submit a second remittance for the month, which is often confusing to the conference office. Jewel tech support generally asks the treasurer to call back once they've entered the deposit so that we can move them back to where they were. Then Jewel will automatically include any additional remittance in the next remittance check. If the additional remittance is unusually large, you can contact the conference to see if they prefer a second remittance.

Start New Offering for a future month: Ask the treasurer to go ahead and enter the offering in their current month. Once they've done that, they can send the database to Auditor, and tech support can correct the date. Jewel will automatically include any additional remittance in the next remittance check.

Usually, forgotten offerings are found at the Bank Reconciliation step. If so, Note: Be aware that moving back before Remit to Conference will allow the treasurer to submit a second remittance report. In most cases, it's best to ask the treasurer to contact their tech support after entering the forgotten