Navigation Within Jewel

Menu Bar

This menu is located across the very top of the window, with the items File, Offerings, Accounting, Maintenance, and Help. Click on each of these menus and notice the drop-down menus with many more options available to you. You can use these menus to access everything you need in Jewel.

Quick Links

The processes you will be using the most, NextStep, Write Checks, Transfer Funds, Reconcile, and Reports & Graphs, are listed in the middle of Jewel's Home Screen. They have been placed here for quick and easy access. Simply click, and the desired screen will open.

NextStep Button

The NextStep button at the top of the Quick Links list is one of the features that sets Jewel apart from other accounting software. This button will guide you through the entire accounting process - all the way from entering offerings to closing out the year. The NextStep button changes according to where you are in the monthly and yearly cycle, telling you exactly what your next step should be.

Common Buttons

Following is an explanation of various buttons and icons you will be seeing throughout Jewel:

This button is located in the top right corner of virtually every screen in Jewel. Click this button either when you are through viewing the screen (such as a Tip) or when you are finished entering your data (i.e. Write Checks, Contribution Entry). Clicking OK indicates that you are done with a particular process and would like to save the changes you have made. Clicking OK on a NextStep process will let the NextStep move to the next process in the accounting cycle.

Use this button to cancel the process you are working on. But be careful! Only click this button if you intend to lose the information you have just keyed in (the exception to this is the Bank Reconciliation, which gives an option to save your work when cancelling). This button is useful if you have perhaps entered something incorrectly and just want to start over. When you click Cancel on a NextStep process, that process will remain at the NextStep until you have completed it and clicked OK.

Click this button to close the window you are in, such as on a reports screen. You will also see the Close button in Contribution Entry. Note that your changes will NOT be lost by clicking Close. The NextStep button will bring you right back to the envelope where you left off.

Click this button to print the report, check, or any other screen you would like to print. Please make sure your printer is plugged in and with the appropriate paper loaded in the printer before clicking this button. On the reports screens, you may also select how many copies of the report you would like to print.

You will find this symbol located to the right of data entry fields, such as in the Donor Name box in Contribution Entry. This symbol is a quick way to add a new name or account, depending on which field it is located on. Simply click the (+) button and you will be taken to either Edit Names or Edit Accounts, where you can add a new name or account. When you close the Edit Names/Accounts screen, you will be taken right back to where you were when you clicked the (+). Note that, instead of clicking (+), you may also type the full new name or account directly in the text box and press ENTER on the keyboard to get to Edit Names/Accounts.

This symbol is located beside fields for the selection of a name, account, etc. Clicking on the down arrow will open a drop down menu showing all of the options to choose from. When looking at the drop down menus for names and accounts, you will notice that they are listed both with and without the ID number attached. This is intentional, so that you can search by either ID number or alphabetically, whichever is more convenient. Or, instead of using the down arrow, you may just begin typing the ID number, name, or account in the text box. As you type, the program will find matches for what you are keying in. When the desired name/account appears, click Enter. Use whichever method is convenient for you.

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