Maintaining and Customizing Jewel: Difference between revisions
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==Edit Accounts== | ==Edit Accounts== | ||
:[[Managing Your Accounts List - Quick Start]] - Add, Delete, Edit "Active" Status, Close, Statement Frequency | :[[Managing Your Accounts List - Quick Start]] - Add, Delete, Edit "Active" Status, Close, Statement Frequency | ||
:[[Trust Funds 101]] | |||
:[[Add New Bank Account]] | :[[Add New Bank Account]] | ||
:[[Debit Account Setup]] | :[[Debit Account Setup]] | ||
Revision as of 02:10, 31 December 2025
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
- Trust Funds 101
- Add New Bank Account
- Debit Account Setup
- Petty Cash Setup and Usage
- 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
Properties
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
- Creating Excellent Reports for the Church Board