The Basic Jewel Processes: Difference between revisions
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[[Entering Common Transactions#Import from AdventistGiving|Import from AdventistGiving]]</ul> | [[Entering Common Transactions#Import from AdventistGiving|Import from AdventistGiving]]</ul> | ||
==[[Month End Processes]]== | |||
Once all data has been entered for the month (with a few exceptions described below), you'll begin the month-end closing process. Once you Print Monthly Reports, the month is considered "closed", and no more changes can be made without the help of technical support. The processes for closing the month are described [[Month End Processes|here]]. | Once all data has been entered for the month (with a few exceptions described below), you'll begin the month-end closing process. Once you Print Monthly Reports, the month is considered "closed", and no more changes can be made without the help of technical support. The processes for closing the month are described [[Month End Processes|here]]. | ||
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[[Month End Processes#Send Backup to Conference|Send Backup to Conference]]</ul> | [[Month End Processes#Send Backup to Conference|Send Backup to Conference]]</ul> | ||
==[[Year End Processes]]== | |||
Closing the last month of the fiscal or calendar year also closes the year. That process is described [[Year End Processes|here]]. | Closing the last month of the fiscal or calendar year also closes the year. That process is described [[Year End Processes|here]]. | ||
Revision as of 13:29, 11 November 2025
Welcome to the Jewel monthly cycle, guided by the NextStep button! We hope you will see how Jewel has made a fairly complicated process quite simple.
The NextStep button in the center of your Jewel Home Screen is your guide through the monthly accounting process. The item listed beside NextStep will change according to where you are in the accounting process - reminding you of where you left off and what your next step is. During most of the monthly cycle, that next step is Start New Offering.
Receiving and Handling Offerings
Once your database is set up, the first thing you must do is enter an offering. Click the link here for step-by-step instructions.
- Counting the Offering
Start New Offering - Recording Offerings in Jewel
Deposit Slip
Contribution Entry
Trial Deposit
Make Deposit
Entering Common Transactions
The most common transactions you'll enter each month are found here. Less-common transactions may be found in Chapter 6.
- Checks and Other Payments
Transfer Funds
Void a Check
Returned Offerings/NSF Checks
Import from AdventistGiving
Month End Processes
Once all data has been entered for the month (with a few exceptions described below), you'll begin the month-end closing process. Once you Print Monthly Reports, the month is considered "closed", and no more changes can be made without the help of technical support. The processes for closing the month are described here.
- Remit to Conference
Send Remittance Report
Make Budget Allocations
Reconcile Bank Statements
Print Monthly Reports
Back Up Data
Send Backup to Conference
Year End Processes
Closing the last month of the fiscal or calendar year also closes the year. That process is described here.