The Basic Jewel Processes

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. When it is time to close the month or the year, the NextStep button informs you of exactly which step to do next.

Click on each heading below to get more information on how to complete Jewel's most-used processes.

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.

Year-end Budget Tasks
Zero Out Funds
Contribution Receipts
Print Reports
Form 1099 Payments

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Return to Chapter 2: Getting Started

Continue to Chapter 4: Bank Reconciliation