Making Corrections

You can change or correct nearly any error if you catch the mistake before you close the month. If the month is already closed, you'll need to make a correcting entry in the current month or, in some cases, ask tech support for help.

In the Current Month

As long as you have not yet closed the month, Jewel allows you to make changes to nearly any type of transaction and correct nearly any type of error or omission. In general, find a report that includes the transaction you want to correct, then click on the transaction to open it. Click or checkmark "Edit", make your correction and click OK to save your changes. If your correction doesn't fit that general strategy, see this section for specific instructions for specific types of corrections.

In a Previous Month

Because closed months cannot be edited or otherwise changed (for the protection of both the church and the treasurer), if you need to correct an entry in a previous month you will need to either enter a correcting transaction in the current month (usually the best solution) or contact tech support for help. This section tells you how to handle each type of correction.

Transactions Involving Conference Funds

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.

However, mistakes happen, so there are mechanisms for correction.

Funds Credited to Wrong Account

If you have not yet closed the month, first try to correct the original transaction. If that is not possible, go to Maintenance → Properties → General tab, and ensure that "Allow Transfers Between Conference and Local Accounts" is selected. Then go to Transfer Funds and select the "Transfer To/From Conference Funds" box at the end of the Memo field. Now you can make the appropriate transfer involving conference funds. Jewel will automatically reflect the results of the transfer on your next remittance check.

Conference Remittance Check

First, void the incorrect remittance check (instructions here) if necessary. Once the check is voided, go to Accounting → Make Manual Remittance and enter the correct amount for the remittance check. Verify that the check number is correct, or that Electronic Payment is marked. Adjust the memo to reflect what you're doing (for example, "June 2025 remittance, replaces ck#2783"). Then print the corrected check if necessary, and click OK to complete the record.