Maintaining and Customizing Jewel: Difference between revisions
Jump to navigation
Jump to search
| (20 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
__NOTOC__ |
|||
In this section we talk about all the ways to make Jewel the best fit for your particular church. |
|||
==Maintenance Menu== |
|||
:[[Edit Names]] |
|||
| ⚫ | |||
:[[How to Set Up Budget Allocations|Edit Budget Allocations]] |
|||
| ⚫ | |||
==Edit Names== |
==Edit Names== |
||
:[[ |
:[[Managing Your Names List - Quick Start]] - Add, Delete, Edit "Active" Status, Combine Names |
||
| ⚫ | |||
:[[Edit "Active" Status]] |
|||
:[[Combine Names]] |
|||
:[[Edit Names - How To and When Not To]] |
:[[Edit Names - How To and When Not To]] |
||
| ⚫ | |||
| ⚫ | |||
:[[Managing Your Accounts List - Quick Start]] - Add, Delete, Edit "Active" Status, Close, Statement Frequency |
|||
:[[Trust Funds 101]] |
|||
| ⚫ | |||
:[[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 Quick Start]] |
|||
:[[Allow Checks Dated in Next Month]] |
|||
==Cleaning Up and Ensuring Accuracy== |
==Cleaning Up and Ensuring Accuracy== |
||
| Line 18: | Line 24: | ||
:[[AdventistGiving Mapping Accuracy]] |
:[[AdventistGiving Mapping Accuracy]] |
||
| ⚫ | |||
:[[Avoid Creating Duplicate Offerings]] |
:[[Avoid Creating Duplicate Offerings]] |
||
:[[Avoid Creating Duplicate Payments]] |
:[[Avoid Creating Duplicate Payments]] |
||
| Line 36: | Line 41: | ||
:[[Moving or Spending|Am I Moving Money or Spending It?]] |
:[[Moving or Spending|Am I Moving Money or Spending It?]] |
||
:[[Simplified Entry for Complicated Payments / Reimbursements]] |
:[[Simplified Entry for Complicated Payments / Reimbursements]] |
||
:[[Creating Excellent Reports for the Church Board]] |
|||
----- |
|||
[[Jewel Handbook|Return to main page of Jewel Handbook]] |
|||
Latest revision as of 03:27, 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