Maintaining and Customizing Jewel

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

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

Cleaning Up the Bank Rec

AdventistGiving Mapping Accuracy

Avoid Creating Duplicate Offerings

Avoid Creating Duplicate Payments

Zero Month-end Negative Balances

Zero Year-end Negative Balances

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