Making Corrections: Difference between revisions

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<!-- correct donor name change donor name -->
You can change or correct nearly any error if you catch the mistake before you close the month. If the month is already closed, you'll need to make a correcting entry in the current month or, in some cases, ask tech support for help.
''How do I correct a Donor name in a closed month?''<br />


==[[Corrections In the Current Month|In the Current Month]]==
As long as you have not yet closed the month, Jewel allows you to make changes to nearly any type of transaction and correct nearly any type of error or omission. In general, find a report that includes the transaction you want to correct, then click on the transaction to open it. Click or checkmark "Edit", make your correction and click OK to save your changes. If your correction doesn't fit that general strategy, see [[Corrections In the Current Month|this section]] for specific instructions for specific types of corrections.


# Go to Start New Offering and change the date to the first day after the last offering you entered (if you have entered March 6 offering, then change the date to March 7.
==[[Corrections In a Previous Month|In a Previous Month]]==
# Leave the offering amount blank.
Because closed months cannot be edited or otherwise changed (for the protection of both the church and the treasurer), if you need to correct an entry in a previous month you will need to either enter a correcting transaction in the current month (usually the best solution) or contact tech support for help. [[Corrections In a Previous Month|This section]] tells you how to handle each type of correction.
# Bring up the incorrect name in Contribution Entry. Put a minus sign (-) in front of the cash or check amount. Put a minus sign (-) in front of all the amounts that were entered on that envelope.
# Click &quot;No&quot; when Jewel asks if you want to do a Trial Deposit.
# Now, still in Contribution entry, bring up the correct name. Enter the envelope as usual.
# Go on to Make Deposit and complete the Deposit. (You should have zero for all offerings because you added on one envelope and subtracted on the other.)


<!-- correct remittance check -->
==[[Transactions Involving Conference Funds]]==
''How do I correct a Conference Remittance check?''<br />
Remember that Conference Funds are designated for the Conference. They are to be remitted in full at the end of each month. Under no circumstances should they be used at the local church level. For this reason, Jewel heavily restricts how and when Conference Funds can be accessed.
First, you will need to void the incorrect remittance check, by selecting the appropriate check from the Check Report, then edit check, and enter Void in pay to the order of, then click make electronic payment. Once the check is voided, go to Accounting → Make Manual Remittance and enter the correct amount for the remittance check. Click OK to complete the record and print the corrected check.
 
However, mistakes happen, so there are mechanisms for correction.
 
<br><br>
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[[Less-common Transaction Types|Return to Chapter 6: Less-common Transaction Types]]
 
[[Reports|Continue to Chapter 8: Reports]]

Latest revision as of 16:35, 11 November 2025

You can change or correct nearly any error if you catch the mistake before you close the month. If the month is already closed, you'll need to make a correcting entry in the current month or, in some cases, ask tech support for help.

In the Current Month

As long as you have not yet closed the month, Jewel allows you to make changes to nearly any type of transaction and correct nearly any type of error or omission. In general, find a report that includes the transaction you want to correct, then click on the transaction to open it. Click or checkmark "Edit", make your correction and click OK to save your changes. If your correction doesn't fit that general strategy, see this section for specific instructions for specific types of corrections.

In a Previous Month

Because closed months cannot be edited or otherwise changed (for the protection of both the church and the treasurer), if you need to correct an entry in a previous month you will need to either enter a correcting transaction in the current month (usually the best solution) or contact tech support for help. This section tells you how to handle each type of correction.

Transactions Involving Conference Funds

Remember that Conference Funds are designated for the Conference. They are to be remitted in full at the end of each month. Under no circumstances should they be used at the local church level. For this reason, Jewel heavily restricts how and when Conference Funds can be accessed.

However, mistakes happen, so there are mechanisms for correction.



Return to Chapter 6: Less-common Transaction Types

Continue to Chapter 8: Reports

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