Maintaining and Customizing Jewel: Difference between revisions
Jump to navigation
Jump to search
| (13 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
__NOTOC__ | |||
==Edit Names== | ==Edit Names== | ||
:[[Managing Your Names List - Quick Start]] - Add, Delete, Edit "Active" Status, Combine Names | :[[Managing Your Names List - Quick Start]] - Add, Delete, Edit "Active" Status, Combine Names | ||
| Line 12: | Line 7: | ||
==Edit Accounts== | ==Edit Accounts== | ||
:[[Managing Your Accounts List - Quick Start]] - Add, Delete, Edit "Active" Status, Close, Statement Frequency | :[[Managing Your Accounts List - Quick Start]] - Add, Delete, Edit "Active" Status, Close, Statement Frequency | ||
:[[Trust Funds 101]] | |||
:[[Add New Bank Account]] | :[[Add New Bank Account]] | ||
:[[Debit Account Setup]] | :[[Debit Account Setup]] | ||
:[[Petty Cash Setup and Usage]] | |||
:[[Opening and Setting Up a Revolving Fund Account]] | :[[Opening and Setting Up a Revolving Fund Account]] | ||
:[[Entering Other Transaction Types#Credit Cards|Credit Card Setup]] | :[[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 | :[[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== | ||
| Line 40: | 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 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