Jewel Reporter

2024-06-03T18:06:26Z

Clyde:

__NOTOC__
= Jewel Reporter =

Introduction:
Reporter is a 'Jewel Church Accounting System' product designed to fulfill the following tasks:

<blockquote> 1. Map Jewel Accounts to the Conference Accounts - such as used in AASI.

2. Create a Deposit of Church Remittances and upload it to be imported into AASI.

3. Manage and create ACH files from the Remittances, then create the file that can be sent to the Conference bank for collecting the Remittance monies.

4. Provide various reports - Remittance and financial.

5. Managing work tasks and passwords for Reporter and Auditor.</blockquote>

Purpose of Reporter: "How does Reporter save time and money?"
<blockquote> 1. ONE time mapping of Jewel Accounts to Conference Accounts, (permanent) not every church every month, proliferating errors.

2. Never TYPE Remittance Reports again. Import digitally rather than using the keyboard.

3. Never process a Remittance check again. Never manually type a spreadsheet of ACH info. Receive it from Reporter with a click.

4. Conference Treasurer and certain Accountants have instant access to information that affects the Conference financials.
5. Conference Treasurer has control over the information and tasks that staff have access to.</blockquote>

Training

I Overview
Menu Bar: main bar, secondary bar
Navigation: use links --- NOT the browser “back button”

II Mapping
Map Accounts
Add or Edit
Set Entity ID

III Deposit

IV Import File

V ACH

VI Reports
Remittance Totals
Remittances YTD

VII Lists
Jewel Accounts – Reporter Mapping:
Church to Denominational accounts (Union, Division, GC)
Used to select accounts when Mapping the remittances
(Add Jewel Account)
Conference Accounts – Reporter Mapping:
Church to Local Conference
Used to select accounts when Mapping the remittances
Church List
Churches from eAdventist
Access and edit church info
Bank numbers
ACH info
Databases List - Jewel
Month-end Backups
Conference should archive December Backups to Conference server –
Do Not Remove from our server!
Sent to / Receive from Auditor
Red was sent from the church Treasurer to the Auditor
– Cannot be downloaded by the Treasurer
Green has been edited by the Auditor and down loadable by the Treasurer – Caution: it CAN be downloaded more than once – ….
Nice to have a recent copy if the Treasurer calls
Maintain by removing anything over a month old

VIII My Account

IX Manual Entry of Remittance Report
Any Church NOT reporting can be entered manually
Reporter then has Complete reports for all Churches

2024-06-01T00:12:49Z

Clyde: Created page with "Jewel Reporter Introduction: Reporter is a Jewel product Designed to fulfill these tasks: 1. Map Jewel Accounts to the Conference Accounts such as used in AASI. 2. Create a Deposit of Church Remittances and upload it to be imported into AASI. 3. Manage and create ACH files from the Remittances, then create the file that can be sent to the Conference bank for collecting the Remittance monies from the churches. 4. For managing tasks and passwords for Reporter..."

Jewel Reporter

Introduction:
Reporter is a Jewel product Designed to fulfill these tasks:
1. Map Jewel Accounts to the Conference Accounts such as used in AASI.
2. Create a Deposit of Church Remittances and upload it to be imported into AASI.
3. Manage and create ACH files from the Remittances, then create the file that can be sent to the Conference bank for collecting the Remittance monies from the churches.
4. For managing tasks and passwords for Reporter and Auditor.