Maintaining and Customizing Jewel: Difference between revisions
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:[[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 | ||
==Cleaning Up and Ensuring Accuracy== | ==Cleaning Up and Ensuring Accuracy== | ||
Revision as of 14:53, 26 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
- 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
- Add New Bank Account
- Debit Account Setup
- 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
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