Maintaining and Customizing Jewel: Difference between revisions
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==Edit Names== | |||
:[[Managing Your Names List - Quick Start]] - Add, Delete, Edit "Active" Status, Combine Names | |||
:[[Edit Names - How To and When Not To]] | |||
:[[Avoid Creating Duplicate Names]] | |||
==Edit Accounts== | |||
:[[Managing Your Accounts List - Quick Start]] - Add, Delete, Edit "Active" Status, Close, Statement Frequency | |||
:[[Trust Funds 101]] | |||
:[[Add New Bank Account]] | |||
:[[Debit Account Setup]] | |||
:[[Petty Cash Setup and Usage]] | |||
:[[Opening and Setting Up a Revolving Fund Account]] | |||
:[[Entering Other Transaction Types#Credit Cards|Credit Card Setup]] | |||
:[[Setting Up and Reconciling a CD Account]] | |||
:[[Opening a New Bank Account]] - What to take to the bank | |||
== | ==Properties== | ||
:[[ | :[[Properties Quick Start]] | ||
:[[Allow Checks Dated in Next Month]] | |||
:[[ | |||
==Cleaning Up and Ensuring Accuracy== | ==Cleaning Up and Ensuring Accuracy== | ||
:[[Cleaning Up the Bank Rec]] | :[[Cleaning Up the Bank Rec]] | ||
:[[AdventistGiving Mapping Accuracy]] | :[[AdventistGiving Mapping Accuracy]] | ||
:[[Avoid Creating Duplicate Offerings]] | :[[Avoid Creating Duplicate Offerings]] | ||
:[[Avoid Creating Duplicate Payments]] | :[[Avoid Creating Duplicate Payments]] | ||
:[[Zero Month-end Negative Balances]] | |||
:[[Zero Year-end Negative Balances]] | |||
==Pro Tips== | |||
:[[Six Things You Don't Need to Do]] | |||
:[[Electronic Payments - Timing, Dates, Memos]] | |||
:[[Payroll Tips for Treasurers]] | |||
:[[Account Journal|Account Journal - Your Secret Weapon]] | |||
:[[Check Options - Print or Write]] | |||
:[[Memo Writing Tips]] | |||
:[[Printing Reports to PDF]] | |||
:[[Send to Auditor Tips]] | |||
:[[Moving or Spending|Am I Moving Money or Spending It?]] | |||
:[[Simplified Entry for Complicated Payments / Reimbursements]] | |||
:[[Creating Excellent Reports for the Church Board]] | |||
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[[Jewel Handbook|Return to main page of Jewel Handbook]] | |||
Latest revision as of 02:27, 31 December 2025
Edit Names
- Managing Your Names List - Quick Start - Add, Delete, Edit "Active" Status, Combine Names
- Edit Names - How To and When Not To
- Avoid Creating Duplicate Names
Edit Accounts
- Managing Your Accounts List - Quick Start - Add, Delete, Edit "Active" Status, Close, Statement Frequency
- Trust Funds 101
- Add New Bank Account
- Debit Account Setup
- Petty Cash Setup and Usage
- Opening and Setting Up a Revolving Fund Account
- Credit Card Setup
- Setting Up and Reconciling a CD Account
- Opening a New Bank Account - What to take to the bank
Properties
Cleaning Up and Ensuring Accuracy
Pro Tips
- Six Things You Don't Need to Do
- Electronic Payments - Timing, Dates, Memos
- Payroll Tips for Treasurers
- Account Journal - Your Secret Weapon
- Check Options - Print or Write
- Memo Writing Tips
- Printing Reports to PDF
- Send to Auditor Tips
- Am I Moving Money or Spending It?
- Simplified Entry for Complicated Payments / Reimbursements
- Creating Excellent Reports for the Church Board