Making Corrections: Difference between revisions

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(Created page with "<!-- correct donor name change donor name --> ''How do I correct a Donor name in a closed month?''<br /> # 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. # Leave the offering amount blank. # 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...")
 
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# Now, still in Contribution entry, bring up the correct name. Enter the envelope as usual.
# 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.)
# 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.)
''How do I void a check in a closed month?''<br />
# To void a check that has already been entered into the computer, click on Accounting → Void a Check.
# Click on the check you would like to void.
# If needed, modify the memo field so that it documents what you are doing.
# Click OK.
<!-- check correction change check edit check -->
''How do I correct a check written in the current month?''<br />
Go to Reports &amp; Graphs → Check Report and Select (double click) the check you need to correct. Then click on Edit Check, make the necessary corrections and click OK.


<!-- correct remittance check -->
<!-- correct remittance check -->
''How do I correct a Conference Remittance check?''<br />
''How do I correct a Conference Remittance check?''<br />
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.
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.
<!-- incorrect contribution order contribution order -->
''I've entered a week's contribution in the wrong order - how do I fix it?''<br />
Okay. For the sake of explaining, let's call the weeks, week 1 and week 2. You have accidentally entered week 2 BEFORE entering week 1. We are assuming Week 2 was entered under the correct date. What you'll need to do is go ahead and enter week 1, but under a date AFTER week 2's offering (ie Week 2 was March 6, so enter week 1 under March 7). After you have completed week 1's offering, go to the Deposit Report, select Week 1's deposit, and change the offering to the correct date.<br />
<br />
If you have entered more than one offering in the wrong order, you will need to either send it to your auditor to fix the dates, or just leave them in the wrong order and make a note of it on your month-end reports.
<!-- transfer funds -->
''I accidentally put money in a conference account that should have been a local account. How do I transfer the funds to the appropriate account?''<br />
First, you will need to enable transfers from conference accounts. Go to Maintenance → Properties → General tab. Under the section &quot;Options&quot;, find the option that says &quot;Allow Transfers Between Conference and Local Accounts&quot; and place a check by it. Now you can go to Transfer Funds and make the appropriate transfer from conference to local funds. Make sure to go back to Properties and Uncheck the allow transfer from Conference option, to avoid accidentally making an incorrect transfer in the future.
<!-- correct an offering -->
''How do I correct an offering in a current month?''<br />
# Go to Reports and Graphs → Deposit Report.
# Double click on the Deposit that needs correction.
# Click on the Make Corrections button, then click on Trial Deposit.
# Double click the envelope that needs to be corrected.
# Click on Edit Envelope and make the necessary correction.
# Click Close.
# Click on the NextStep button that says Make Contributions. Click on Edit box in upper left hand corner and change the date and amount to the next offering you need to enter.
You can reprint your weekly report, or just pencil in the change on the report that you printed earlier.
send to auditor send database receive from auditor receive database ''How do I send my database to my auditor/tech support for corrections?''<br />
There are times when you will need the auditor/tech support to make corrections for you. This is done by sending your database to your auditor/tech support. They will make the necessary corrections, and then send the corrected database back to you. Follow these instructions when sending/receiving from your auditor or our tech support:
''How to Send/Receive From Auditor''<br />
1. First you will need to contact your auditor/tech support either by phone or e-mail and let them know what corrections need to be made.<br />
2. Go to File → File Transfer → Send to Auditor. Jewel will check for an Internet connection, and will immediately send your database to your auditor.<br />
3. Wait for your auditor to complete the database correction. Wait for them to contact you - via phone or email - to let you know the database is ready to be received.<br />
4. Now go to File → File Transfer → Receive From Auditor. Again, you will need an Internet connection for this step as well. Clicking on &quot;Receive from auditor&quot; will replace your current database with the corrected database from your auditor.

Revision as of 23:23, 2 November 2025

How do I correct a Donor name in a closed month?


  1. 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.
  2. Leave the offering amount blank.
  3. 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.
  4. Click "No" when Jewel asks if you want to do a Trial Deposit.
  5. Now, still in Contribution entry, bring up the correct name. Enter the envelope as usual.
  6. 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.)

How do I correct a Conference Remittance check?
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.

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