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- 19:01, 22 February 2026 Sample Tech Support Contract (hist | edit) [2,391 bytes] Myla (talk | contribs) (Created page with "A. Tech Support will be provided for the Jewel Church Accounting software: # For Treasurers of Conference-owned entities using Jewel, including, but not limited to: Churches, Companies, Groups, Missions, Schools, etc. # Support is available in both English and Spanish. # Support is generally a break/fix or mistake/correct service of accounting data. # Reporting: If Jewel's Support Staff think something is inappropriate in regarding a legal, moral, or Conference policy is...")
- 18:43, 22 February 2026 Tech Support onboarding (hist | edit) [8,297 bytes] Myla (talk | contribs) (Created page with "What we help with: Fix treasurer errors by entering correction in current month. Exception is immediately preceding month, and donor receipts. Use your judgement. If they’re re-doing the whole year, then maybe they do need the books re-opened. Leave an audit trail whenever possible. Straighten out databases (remove old items from bank records, balance bank rec / fin sum, combine like accounts, suggest zeroing out old accounts, set old accounts to “reconcile never”...")
- 21:22, 19 January 2026 Adding a Tithe Account (hist | edit) [777 bytes] Myla (talk | contribs) (Created page with "If Tithe is not included among your Conference Funds, here are the steps to follow: # Go to Maintenance / Edit Accounts. # Click Add New Account, and select Type Conference Fund. # In the list that pops up, select the Tithe account that is relevant to your church, and click OK. #: '''''NOTE:''' The different Tithe accounts are used for statistical purposes. They all go to the same place and are used for the same things.'' # Click OK again to return to the Jewel Home Scr...")
- 00:42, 31 December 2025 Remittance Checks (hist | edit) [1,024 bytes] Myla (talk | contribs) (Created page with "With very few exceptions, Remittance Checks are written as part of the Month End Processes. If it is time to write your regular monthly remittance check (whether by paper check or by ACH), then follow the instructions at Month End Processes to start the closing process. If you need to write a remittance check outside of the regular monthly cycle, that can be done by going to Accounting / Make Manual Remittance. However, needing to use this feature is so unusual...")
- 01:08, 26 December 2025 Revolving Fund - Deposits, Withdrawals, Reconciliation (hist | edit) [7,219 bytes] Myla (talk | contribs) (Created page with "==Depositing money into your Revolving Fund== Your Revolving Fund might only accept deposits as checks through the mail, you will have to ask. But whether you print your checks directly from Jewel or you write paper checks, properly recording that check in Jewel is extremely important. A check that is written correctly creates a transfer, whereas a check that is written incorrectly indicates that the money has been spent, which will cause major inaccuracies in your bank...")
- 00:33, 26 December 2025 Uncovering Trends in Income and Expense (hist | edit) [754 bytes] Myla (talk | contribs) (Created page with "Uncovering your Church’s Financial Trends Using the Financial Summary # Decide what information you want to track. # Decide the dates you want to include in the report. # Choose your method of recording the above information. File:Trends in Income and Expenses.png Use the “Dates” boxes to move back a month, a quarter, a year, multiple years, recording how the totals you are tracking have changed. You may find that things have pretty much stayed the same, or t...")
- 00:18, 26 December 2025 Mapping AdventistGiving Accounts and Names (hist | edit) [5,932 bytes] Myla (talk | contribs) (Created page with "“Mapping” is what we do to ensure that the AdventistGiving donations are posted to the correct donor name, and that the donor’s intentions for their donations are followed. Every donor and every fund must be mapped the first time it is used in AdventistGiving. After that, Jewel remembers that mapping. Mapping correctly is important, because Jewel will also remember incorrect mapping, which can result in donations being posted to the wrong donor or destination, mont...")
- 23:54, 25 December 2025 Reconciling the Savings Account (hist | edit) [3,247 bytes] Myla (talk | contribs) (Created page with ":'''''NOTE:''' When posting to Jewel, the total in the bank accounts and the total in the local funds has to always match. When you record savings interest in Jewel, you are not moving it, just recording it. As your savings account grows because interest is being added, your local funds have to grow by the same amount, in order to keep things equal. Savings accounts such as from a bank, a CD, or a Revolving Fund need to be reconciled regularly. The steps are the same, e...")
- 23:23, 25 December 2025 Entering Debit Purchases (hist | edit) [3,031 bytes] Myla (talk | contribs) (Created page with "==Basic Entry== Enter all the debit purchases for the month by going to “Write Checks” in Jewel. '''Make sure to change the bank account to your debit card account''' (whatever it is called in your database) on each payment as you enter it. You do not want these payments showing up on your checking account reconcile page. :'''Check #:''' Ignore it. The check # will disappear once you click the “Electronic Payment” box. :'''Date:''' Enter the exact posting date...")
- 23:19, 25 December 2025 Transferring Funds From Checking to the Debit Account (hist | edit) [3,883 bytes] Myla (talk | contribs) (Created page with "When you have a separate Bank Account for a church debit card(s), it is really, really, (really!) important that you learn how to transfer funds into it and how to record that transfer correctly in Jewel. Recording it incorrectly can result in overdrawn accounts, wildly incorrect ending balances in both checking and debit accounts and errors in local fund balances, as well as delays while your support person fixes the problem. This required two-step p...")
- 23:16, 25 December 2025 Reconciling the Debit Account (hist | edit) [3,875 bytes] Myla (talk | contribs) (Created page with "'''Debit card guidelines:''' If your church chooses to use a debit card, it is strongly recommended that you set up a separate, dedicated bank account. The checking and debit accounts should not be linked, and money is only transferred from checking to debit manually, by the treasurer, when needed. This protects the money in your checking account in case of bank fraud. (See Credit or Debit Card? and Debit Account Setup...")
- 22:52, 25 December 2025 Six Things You Don't Need to Do (hist | edit) [4,368 bytes] Myla (talk | contribs) (Created page with "You Don’t Need to keep track of account balances in your paper checkbook== Some treasurers still enter deposits and transfers and adjustments by hand into a paper check register and calculate the running balance in their checking account and try to match it with Jewel. But if you do that, you are making more work for yourself than you need to, because you are doing everything twice. Entering all checks, deposits, transfers and adjustments in Jewel creates a check regis...")
- 22:37, 25 December 2025 How Jewel Works (hist | edit) [352 bytes] Myla (talk | contribs) (Created page with "These tutorials, along with the Fund Accounting Basics section here will help you understand more about how Jewel tracks church funds. :Financial Summary 101 :Moving or Spending :Confusing Interactions :Preserving Origins")
- 22:18, 25 December 2025 Preserving Origins (hist | edit) [6,770 bytes] Myla (talk | contribs) (Created page with "In a state far away, many years ago, a church treasurer told the church board that there were sufficient funds to remodel their bathrooms. Unfortunately, the treasurer had failed to label the donations correctly, and after the construction was finished, the board learned that they had just spent their Mission Group's Building Fund! When this church had to take out a loan and make payments, it made the board very unhappy and put them in accusation and finger-pointing mode...")
- 21:27, 25 December 2025 Confusing Interactions (hist | edit) [11,898 bytes] Myla (talk | contribs) (Created page with "'''How “Bank Accounts” and “Local Funds” Interact.''' The following examples illustrate misconceptions that we encounter on a regular basis. These misconceptions can lead to incorrect Jewel entries, resulting in reports to the board that are inaccurate or misleading, and a board that believes they have more or less than they actually do. If you are a new treasurer or your church has a very simple system and you rarely transfer funds from one bank account to anoth...")
- 20:55, 25 December 2025 Moving or Spending (hist | edit) [4,249 bytes] Myla (talk | contribs) (Created page with "In Financial Summary 101, we learned that: * The “Bank Accounts” and “Local/Conference Fund” Ending Balances will always match. * Jewel’s check and deposit entry requires that you enter the same money two ways, to ensure that the Ending Balances of the Bank Accounts and Local/Conference Funds always match. Now let’s talk about a different scenario, where money is moved, not spent. '''Moving money doesn’t change the Total Ending Balance'''. When church...")
- 19:58, 25 December 2025 Financial Summary 101 (hist | edit) [8,788 bytes] Myla (talk | contribs) (Created page with ":'''''NOTE:''' To comply with denomination policies, state and IRS laws and to prevent fraud, our church treasurers keep detailed records of all financial transactions, both incoming and outgoing. Jewel preserves these records and creates various reports so that the board can monitor the church’s financial health and make good financial decisions.'' ==Three Sections== Each Jewel “Financial Summary” consists of three sections. Your church’s Financial Summary, no...")
- 03:52, 19 December 2025 How to Identify Trust Funds (hist | edit) [5,273 bytes] Myla (talk | contribs) (Created page with "There may be times when you want to empty out an unused local fund, but you need to know first if its balance includes any “trust funds.” Or it’s the end of the year and you are getting ready to reclaim some excess Church Budget allocation balances, but you know you should confirm that everything you plan to transfer is trust-fund free. So how do you know? If you can compare two numbers, you can do this! Read...")
- 03:15, 19 December 2025 Capital Maintenance Funds Recommendation (hist | edit) [2,763 bytes] Myla (talk | contribs) (Created page with "If your church were to find itself facing a major roof repair, heating/AC replacement, a parking lot repair or a large sound system purchase, would you have to take out a loan to do it? Or do you have reserves that could be used when the unforeseen strikes? Actually, the expenses I just listed are not really in the category of unforeseen. Anyone who has lived in any kind of structure knows that buildings need regular maintenance, even if “regular” only comes along e...")
- 03:02, 19 December 2025 Zero Year-end Negative Balances (hist | edit) [8,838 bytes] Myla (talk | contribs) (Created page with ":'''''NOTE:''' Before the year is closed, it is good church finance to zero out expense funds with negative balances, things such as office expense, utilities and facility maintenance, and, if applicable, to reclaim excess amounts of church budget allocations from any local expense accounts that received more than they needed. You will start the new year with more clarity, because your Church Budget ending balance will be more accurate.'' * Since every church’s local...")
- 02:27, 19 December 2025 Zero Month-end Negative Balances (hist | edit) [3,177 bytes] Myla (talk | contribs) (Created page with "There are churches that look like they have tens of thousands in Church Budget, but so many negative ending balances in various local funds, that their Church Budget fund is actually thousands of dollars in the negative. If the board conducts business as if they have a large balance, when they really don’t, it can ultimately affect the church’s financial health. :'''''NOTE:''' There are times when the board needs to be able to see that, though the “Church Budget...")
- 02:15, 19 December 2025 Sideways Transfers - What to Do Instead (hist | edit) [4,860 bytes] Myla (talk | contribs) (Created page with "In Sideways Transfers - A Shell Game to Avoid, I said that sideways transfers run the risk of being illegal. But they are also destructive to the budget process and they make clarity on the financial summary impossible. Plus, they are not necessary, because there are much better ways to handle shortages in individual local funds. There is a legitimate place for transfers, such as making transfers from “Church Budget” to zero out large n...")
- 01:55, 19 December 2025 Sideways Transfers - A Shell Game to Avoid (hist | edit) [2,961 bytes] Myla (talk | contribs) (Created page with "Have you ever watched or participated in a shell game? A small object is hidden under one of three nutshells or overturned cups and then the shells or cups are quickly moved around, while the person watching attempts to keep track of which shell or cup the object is hidden under. Sometimes church boards unknowingly play a type of shell game, moving trust funds around from one local fund to another, not realizing that what they are doing is against denominational policy...")
- 01:27, 19 December 2025 Transfers Between Local and Conference Funds (hist | edit) [1,717 bytes] Myla (talk | contribs) (Created page with "Remember that Conference Funds are designated for the Conference. They are to be remitted in full at the end of each month. Under no circumstances should they be used at the local church level. For this reason, Jewel heavily restricts how and when Conference Funds can be accessed. In general, you should not transfer between Conference and Local funds without instruction from an auditor or technical support. ==Turn On Option to Allow These Transfers== # Go to Maintenanc...")
- 00:40, 19 December 2025 Transferring by Writing a Check (hist | edit) [1,217 bytes] Myla (talk | contribs) (Created page with "Creating a transfer when you have to write a check. When you are writing an actual check in order to make a transfer between accounts (example: mailing a check to the Revolving Fund, since they don’t accept electronic transfers) you can write the check in Jewel in such a way as it creates a transfer, not a payment, since you are moving that money, not spending it. Once that is done, you do not need to use “Transfer Funds.” This check, written correctly, is all you...")
- 12:46, 17 December 2025 Reversing a Duplicate Void (hist | edit) [1,920 bytes] Myla (talk | contribs) (Created page with "right|300px If you go back to Void a Check after voiding, you will still see the check on the list, but the memo line will say VOIDED. This means you have successfully voided the check. '''''NOTE:''' Even after step one is successful, the voided check '''does not disappear from the Void a Check screen'''. It must be cleared during a reconciliation in order to leave the “uncleared” checks list.'' right|300px I...")
- 12:22, 17 December 2025 Void a Check (hist | edit) [2,174 bytes] Myla (talk | contribs) (Created page with "If you need to void a check that you have previously written, whether in the current month or in a previous, already closed month, go to Accounting / Void a Check. # Use the sort options to find and select the check you wish to void. # Verify that the date and memo accurately record what you are doing. # Click OK. # Verify the information in the pop-up, and click OK again. The check you selected has been recorded as void. Jewel will either edit the check to make the am...")
- 23:46, 16 December 2025 Transfer Funds Quick Start (hist | edit) [2,824 bytes] Myla (talk | contribs) (Created page with "Jewel allows two types of transfers, both done in the Transfer Funds screen. You can transfer funds between two Bank Accounts, such as from checking to savings. Or you can (with Church Board approval) transfer funds between two Local Funds, such as from Church Budget to Utilities. Best practice for transfers is to enter them before starting the month-end closing process, but they can be entered at any time during the month, up until you Print Monthly Reports. To trans...")
