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- 17:24, 30 April 2026 Send/Receive Issues in Auditor (hist | edit) [2,355 bytes] Myla (talk | contribs) (Created page with "Can't access the server Database uploads to wrong server Treasurer sent, but it isn't on the server")
- 16:38, 30 April 2026 Fixing Remittance Issues in Auditor (hist | edit) [5,520 bytes] Myla (talk | contribs) (Created page with "==Correcting Remittance Checks== Remittance checks can only be corrected in the back end, even in Auditor, even if the month is not yet closed. Most corrections can be made by going to Auditor, then View Journal. You can correct the '''date, check number''' (SeqN column), or '''Memo''' in the top Journal section. The '''amount''' of the check and its splits can be corrected in the bottom Journal Items section. If the check is just plain '''wrong''', or if you need to...")
- 15:54, 30 April 2026 Beginning Balances and Other Setup Issues (hist | edit) [2,442 bytes] Myla (talk | contribs) (Created page with "==Correcting Beginning Balances== There are two ways to correct beginning balances. If the correction is simple, click Auditor, then go to View Journal, select the Beginning Balances (usually right at the top, always dated 12/1/1994), and make your corrections. But if you need to add additional lines to the Beginning Balance transaction, it is often easier to delete the beginning balances (select it in View Journal and type Delete on your keyboard), then add new beginni...")
- 14:58, 30 April 2026 Changing the NextStep Button (hist | edit) [2,489 bytes] Myla (talk | contribs) (Created page with "To change the NextStep button, click Auditor, and select the desired option from the NextStep dropdown menu. ==Forgotten Offerings== The solution depends on the current NextStep. '''Remit to Conference:''': Direct the treasurer to go to Offerings (at the top of the Jewel Home Screen), then Start New Offering. Confirm that a new offering in the current month is desired. '''Send Remittance Report:''' Void (or delete) the conference check, and change the NextStep button...")
- 20:01, 14 April 2026 Bank Reconciliation Corrections in Auditor (hist | edit) [6,270 bytes] Myla (talk | contribs) (Created page with "==Bank Rec Ending Date== In the back end, go to Tables / BankRecs. The Date column is the date the reconciliation was completed in Jewel. A Date of 1/1/1990 is assigned to Beginning Balances. A Date of 12/1/1994 is assigned to bank recs that have been "undone". Correct the EndingDate column of the bank rec(s) that are incorrect. ==Bank Rec Beginning Balance== Jewel uses the ending balance for the previous bank reconciliation as the beginning balance for the next bank...")
- 19:34, 14 April 2026 General Journal or Transfer Corrections in Auditor (hist | edit) [652 bytes] Myla (talk | contribs) (Created page with "Duplicate entries can be deleted by finding the entry in a report, and clicking on it to open the transaction. Then click Delete Entry, and confirm. However, remember that deleting leaves no audit trail, so it should generally only be done when the transaction is recent. Otherwise, duplicates should be reversed using the instructions for making corrections in a previous month. Editing transactions should follow roughly the same rules. Although you...")
- 19:03, 7 April 2026 Check or Electronic Payment Corrections in Auditor (hist | edit) [2,154 bytes] Myla (talk | contribs) (Created page with "==Making Corrections== Go to Reports & Graphs / Checks. Click on the check you wish to correct, then click Edit Check. Make your changes, and click OK to finish. If your check numbers have gotten mixed up, be aware that Jewel does not allow duplicate check numbers. So think through the order in which to correct your check numbers, so that you avoid that issue. ==Remittance Checks== Remittance checks can only be corrected by technical support, even if the month is not y...")
- 22:52, 6 April 2026 Back End Overview (hist | edit) [6,214 bytes] Myla (talk | contribs) (Created page with "Jewel Auditor's back end is where the magic happens. But remember that not all magic is good! The back end is extremely powerful, which means it's also a place where mistakes can easily be made and audit trails can be lost forever. The back end is the raw data behind the Jewel database. Transactions in any time period can be deleted or changed or added. Reconciliations can be hopelessly tangled. Beginning balances can be altered. Deposits and entire databases can be left...")
- 22:36, 6 April 2026 Offering Deposit Corrections in Auditor (hist | edit) [5,693 bytes] Myla (talk | contribs) (Created page with "__NOTOC__ ==Incorrect Offering Date== If the correction is in the current month, use the front end. If the correction is in a previous month, or if the deposit needs to be moved from one month to another, click Auditor, then click "View Journal". Find the deposit you need to correct. Change the AccountingDate, the Date, the Offerings Date, and the date in the Memo to the correct values (That's '''four''' dates! Count them!). Also use the Memo to record what you're chang...")
- 19:14, 24 March 2026 Front End Added Features (hist | edit) [4,763 bytes] Myla (talk | contribs) (Created page with "The front end of Auditor looks and functions very much like Jewel. Anything you can do in Jewel, you can also do in Auditor. Plus Auditor has added features. ==Menu Bar== The below menu options either don't exist in Jewel, or work differently than they do in Jewel. For information about all other options, please see the Jewel Handbook. ===File / Convert from Jet 3.0 to Jet 4.0=== If a user is having problems with Jewel crashing when certain options are selected, th...")
- 18:52, 24 March 2026 Using Auditor to Make Corrections (hist | edit) [2,037 bytes] Myla (talk | contribs) (Created page with "Auditor is a powerful tool to correct Jewel databases. Therefore it must be used with extreme caution. Jewel locks down all but the current month, so that treasurers cannot make changes to closed months. There are important reasons for this, such as preserving an audit trail, and not changing reports that have been accepted by the church board. Auditor users must exercise care to not change closed months unnecessarily, and to leave an audit trail for necessary changes....")
- 22:42, 23 March 2026 Installing or Upgrading Auditor (hist | edit) [1,708 bytes] Myla (talk | contribs) (Created page with "==Acquiring an Auditor Install File== The most recent version of Auditor (and of Jewel) for your conference are available in Reporter, on the My Account tab, so if you need to install or upgrade, start by asking the Reporter user for your conference. If you can't get the needed file that way, contact Jewel sales at [mailto: sales@jewelsda.com] or 352-326-0092. We will need to verify that you have your conference's authorization to access Auditor before sending the fil...")
- 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”...")