Overview

Navigation within Reporter happens through the Menu Bar at the top of each Reporter page. The main bar appears on every page. A secondary bar, just below the main bar, changes according to which main bar option is selected.

When you open Reporter, you land on the Welcome page. This page lists the number of Remittance Reports received by Auditor in recent months. There is no secondary bar on this page.

Remittances

When you select Remittances on the main bar, you see a secondary bar with Remittances (number), Trial Deposit (number), and Deposits.

Remittances

The Remittances tab lists all remittances reports that have been received but not yet deposited. The number in parentheses tells how many remittances are in this list.

The check boxes in Column 1 allow the user to choose which remittances to include in the current Trial Deposit. Once you've checked the remittances you'd like to include, click Make Trial Deposit at the bottom of the page.

Column 2 lists the remittance check number, for easy matching. Numbers with a - sign in front are ACH.

Click the blue arrow in Column 3 to view, edit, or set up the ACH information for that church.

The Church Name list in Column 4 is color-coded: blue means all is well, but red means that one or more Jewel Accounts from that church must be mapped to their corresponding Conference Accounts before that remittance can be deposited.

The last three columns are self-explanatory. The Date in Column 5 is the month the remittance is for. Column 6 gives the Amount of the remittance. And Column 7 is the date and time the remittance report was received by the server.

Trial Deposit

main bar, secondary bar

Navigation: use links --- NOT the browser “back button”