Maintaining and Customizing Jewel: Difference between revisions

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In this section we talk about all the ways to make Jewel the best fit for your particular church. Click on each title to get detailed instructions and information regarding that section.
In this section we talk about all the ways to make Jewel the best fit for your particular church.  


==[[Edit Names]]==
==Maintenance Menu==
This list, found by going to Maintenance -> [[Edit Names]], is where you can add the names of donors and vendors, edit the names already added, delete never-used names, combine duplicate names, clear incorrect AdventistGiving mappings, and de-activate names that are no longer needed.
:[[Edit Names]]
 
:[[Edit Accounts]]
==[[Edit Accounts]]==
:[[Budget|Edit Budget Allocations]]
In Maintenance -> [[Edit Accounts]], you can add new bank accounts, local funds or conference funds. You can edit the accounts already entered, delete never-used accounts, and de-activate accounts that are no longer needed. For bank accounts, you can enter or correct the information printed on your checks, and change the statement frequency. For local and conference funds, you can clear incorrect AdventistGiving mappings, as well as set whether a fund is tax-deductible or is a sub account of another fund.
:[[Properties]]
 
==[[Budget|Edit Budget Allocations]]==
Please see the chapter on [[Budget|Budgets]].
 
==[[Properties]]==
In this section, we discuss how to customize Jewel for your church's specific needs by adjusting the properties as needed in Maintenance → [[Properties]].


==Cleaning Up and Ensuring Accuracy==
==Cleaning Up and Ensuring Accuracy==

Revision as of 19:12, 4 December 2025

In this section we talk about all the ways to make Jewel the best fit for your particular church.

Maintenance Menu

Edit Names
Edit Accounts
Edit Budget Allocations
Properties

Cleaning Up and Ensuring Accuracy

Cleaning Up the Bank Rec
AdventistGiving Mapping Accuracy
Avoid Creating Duplicate Names
Avoid Creating Duplicate Offerings
Avoid Creating Duplicate Payments
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