Main Page: Difference between revisions
Jump to navigation
Jump to search
No edit summary |
|||
| (121 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
__NOTOC__ |
__NOTOC__ |
||
| ⚫ | |||
| ⚫ | |||
| ⚫ | Welcome to the Jewel Church Accounting System! |
||
| ⚫ | Welcome to the Jewel Church Accounting System! Jewel is designed to make your work as local church treasurer as easy and enjoyable as possible. We understand that most of you have taken time out of your busy lives to volunteer your time and effort for your church. This handbook is just one more way to make Jewel even easier for you to use. |
||
| ⚫ | |||
| ⚫ | |||
= Part I - Intro to Jewel Church Accounting = |
|||
As you read, notice the many links sprinkled throughout the handbook. Any time you see words in blue type, you can click on them to see more information. The link may take you to a definition, more in-depth instructions for completing the step you're working on, or even an entire article about the topic you're studying. The Search box at the upper right corner is also very useful for finding information on specific topics. So please, poke around! |
|||
| ⚫ | |||
<ul>[[What Does a Treasurer Do?#Basic Treasurer Responsibilities|Basic Treasurer Responsibilities]]<br> |
|||
== New Users == |
|||
[[What Does a Treasurer Do?#Fund Accounting Basics|Fund Accounting Basics]]<br></ul> |
|||
| ⚫ | |||
===Chapter 2: [[Getting Started]] === |
|||
<ul>[[Getting Started#How to Get Help|How to Get Help]]<br> |
|||
[[Program Installation and Database Setup Instructions]] |
|||
[[Getting Started#Navigation within Jewel|Navigation within Jewel]]<br> |
|||
[[Quick Start Guide to Using Jewel]] |
|||
[[Getting Started#Installation|Installation]]<br> |
|||
[[Tips on Getting Everything Transferred from the Previous Treasurer]] |
|||
[[Getting Started#Setting Up Your Database|Setting Up Your Database]]<br></ul> |
|||
= |
== Using Jewel == |
||
=== |
=== The Basic Jewel Processes === |
||
:'''[[Entering Common Transactions]]''' |
|||
<ul>[[The Basic Jewel Processes#Receiving and Handling Offerings|Receiving and Handling Offerings]] |
|||
::[[Receiving and Handling Sabbath Offerings]] |
|||
<ul>[[The Basic Jewel Processes#Counting the Offering|Counting the Offering]]<br> |
|||
::[[AdventistGiving Offerings]] |
|||
[[The Basic Jewel Processes#Start New Offering - Recording Offerings in Jewel|Start New Offering - Recording Offerings in Jewel]]<br> |
|||
::[[Payment Entry Quick Start|Checks and Other Payments]] |
|||
[[The Basic Jewel Processes#Deposit Slip|Deposit Slip]]<br> |
|||
::[[Transfer Funds Quick Start|Transfer Funds]] |
|||
[[The Basic Jewel Processes#Contribution Entry|Contribution Entry]]<br> |
|||
::[[Void a Check]] |
|||
[[The Basic Jewel Processes#Trial Deposit|Trial Deposit]]<br> |
|||
| ⚫ | |||
[[The Basic Jewel Processes#Make Deposit|Make Deposit]]<br> |
|||
::[[Entering Common Transactions|And More!]] |
|||
</ul> |
|||
:[[Entering Other Transaction Types]] |
|||
:'''[[Month-end Processes]]''' |
|||
:'''[[Year-end Processes]]''' |
|||
| ⚫ | |||
[[The Basic Jewel Processes#Month End|Month End]] |
|||
<ul>[[The Basic Jewel Processes#Remit to Conference|Remit to Conference]]<br> |
|||
[[The Basic Jewel Processes#Send Remittance Report|Send Remittance Report]]<br> |
|||
[[The Basic Jewel Processes#Make Budget Allocations|Make Budget Allocations]]<br> |
|||
[[The Basic Jewel Processes#Reconcile Bank Statements|Reconcile Bank Statements]]<br> |
|||
[[The Basic Jewel Processes#Print Monthly Reports|Print Monthly Reports]]<br> |
|||
[[The Basic Jewel Processes#Back Up Data|Back Up Data]]<br> |
|||
[[The Basic Jewel Processes#Send Backup to Conference|Send Backup to Conference]]</ul> |
|||
| ⚫ | |||
[[The Basic Jewel Processes#Ongoing Duties|Ongoing Duties]] |
|||
<ul>[[The Basic Jewel Processes#Checks and Other Payments|Checks and Other Payments]]<br> |
|||
[[The Basic Jewel Processes#Transfer Funds|Transfer Funds]]<br> |
|||
[[The Basic Jewel Processes#General Journal Entry|General Journal Entry]]<br> |
|||
[[The Basic Jewel Processes#Void a Check|Void a Check]]<br> |
|||
| ⚫ | |||
[[The Basic Jewel Processes#Import from AdventistGiving|Import from AdventistGiving]]</ul> |
|||
=== [[Budget]] === |
|||
[[The Basic Jewel Processes#Year End|Year End]] |
|||
<ul>[[The Basic Jewel Processes#Year-end Budget Tasks|Year-end Budget Tasks]]<br> |
|||
[[The Basic Jewel Processes#Zero Out Funds|Zero Out Funds]]<br> |
|||
[[The Basic Jewel Processes#Contribution Receipts|Contribution Receipts]]<br> |
|||
[[The Basic Jewel Processes#Print Reports|Print Reports]]<br> |
|||
[[The Basic Jewel Processes#Form 1099 Payments|Form 1099 Payments]]</ul></ul> |
|||
== Jewel References == |
|||
| ⚫ | |||
=== [[How Jewel Works]] === |
|||
| ⚫ | |||
| ⚫ | |||
:[[Managing Your Names List - Quick Start|Managing Your Donor/Vendor Names List]] |
|||
:[[Managing Your Accounts List - Quick Start|Managing Your Accounts List]] |
|||
:[[Properties Quick Start|Properties]] |
|||
:[[Maintaining and Customizing Jewel|Cleaning Up and Ensuring Accuracy]] |
|||
:[[Maintaining and Customizing Jewel|Pro Tips]] |
|||
:[[Maintaining and Customizing Jewel|And More!]] |
|||
=== |
=== [[Frequently Asked Questions]] === |
||
== Other Treasurer References == |
|||
| ⚫ | |||
=== [[Complying with IRS & Labor Dept Policies]] === |
|||
= Part III - For Reference = |
|||
| ⚫ | |||
=== [[File Management, Recordkeeping, Form Info]]=== |
|||
| ⚫ | |||
=== Chapter 8: [[Frequently Asked Questions]] === |
|||
=== [[Fraud Prevention for Churches]]=== |
|||
<br /> |
|||
<br /> |
|||
<br /> |
|||
<br /> |
|||
If you have comments or suggestions regarding the Jewel Handbook, please [mailto:myla@jewelsda.com email us] |
|||
Latest revision as of 23:24, 28 February 2026
Jewel Treasurer's Handbook
Welcome to the Jewel Church Accounting System! Jewel is designed to make your work as local church treasurer as easy and enjoyable as possible. We understand that most of you have taken time out of your busy lives to volunteer your time and effort for your church. This handbook is just one more way to make Jewel even easier for you to use.
We recommend that you familiarize yourself with the applicable new user sections before you begin using Jewel. They don't take long to read, but will give you a great advantage as you begin using Jewel!
As you read, notice the many links sprinkled throughout the handbook. Any time you see words in blue type, you can click on them to see more information. The link may take you to a definition, more in-depth instructions for completing the step you're working on, or even an entire article about the topic you're studying. The Search box at the upper right corner is also very useful for finding information on specific topics. So please, poke around!
New Users
Program Installation and Database Setup Instructions
Quick Start Guide to Using Jewel
Tips on Getting Everything Transferred from the Previous Treasurer
Using Jewel
The Basic Jewel Processes
- Entering Common Transactions
- Entering Other Transaction Types
- Month-end Processes
- Year-end Processes
Making Corrections
Bank Reconciliation
Budget
Jewel References
How Jewel Works
Reports
Maintaining and Customizing Jewel
- Managing Your Donor/Vendor Names List
- Managing Your Accounts List
- Properties
- Cleaning Up and Ensuring Accuracy
- Pro Tips
- And More!
Frequently Asked Questions
Other Treasurer References
Complying with IRS & Labor Dept Policies
File Management, Recordkeeping, Form Info
Fraud Prevention for Churches
If you have comments or suggestions regarding the Jewel Handbook, please email us