Correcting Offering Deposits In the Current Month
Incorrect Offering Date
Go to Reports & Graphs / Deposit. Find the offering you wish to edit and click on it. This will open the "Edit Deposit" screen. Click the Edit This Deposit box, then make your corrections and click OK.
- Note: Each deposit has three dates: the Offering Date, the Deposit Date, and the date listed in the Memo. It is generally best to use the same date in all three places. If the Offering and Deposit dates are different, then your Contribution Report will not agree with your Deposit Report for the same dates, because they won't include the same offerings.
Donations Recorded Under Wrong Name
Go to Reports & Graphs / Contribution. Look up the name the donation is currently recorded under, and click on the incorrect donation. This will take you to Contribution Entry, to the envelope that needs correcting. Click Edit Envelope, make your correction, then click Close to finish.
Donations Attributed to Incorrect Fund
Go to Reports & Graphs / Contribution. Look up the donor name, and click on the incorrect donation. This will take you to Contribution Entry, to the envelope that needs correcting. Click Edit Envelope, make your correction, then click Close to finish.
Incorrect Envelope Amounts
Go to Reports & Graphs / Contribution. Look up the donor name, and click on the incorrect donation. This will take you to Contribution Entry, to the envelope that needs correcting. Click Edit Envelope and make your correction, then continue to the next section to correct the Deposit total.
Incorrect Deposit Totals
Get to the Contribution Entry screen of the deposit that needs correcting by going to Reports & Graphs, then either:
- Contribution report, then clicking on a donation that's included in the deposit you're correcting, or
- Deposit report, clicking on the deposit you're correcting, then Make Corrections (bottom center of the window).
Now, you need to know whether you use Jewel's Deposit Slip feature. If you enter the number of coins and bills in each deposit, then you do use this feature. If you simply enter the total amount of the deposit, you do not use the Deposit Slip feature.
If you use the Deposit Slip feature
Click Edit Deposit Slip. Adjust the deposit slip to reflect the correct deposit amount, by adding/deleting checks or by adjusting the amount of cash, as appropriate. Click OK and Close to finish.
If you do not use the Deposit Slip feature
Check the Edit box at the top left of the Contribution Entry screen. Correct the deposit total, and click Close to finish.
- Note: You will generally have to correct or add envelopes along with correcting the deposit total, as the deposit total has to match the total of all the envelopes.
Incorrect Deposit Account, Date, or Memo
Go to Reports & Graphs / Deposit report. Click on the affected deposit. Check the "Edit This Deposit" box at the top left. Make your corrections, then click OK to finish.
Small Untraceable Counting Errors
If your error is only a few cents, such as from mis-counting your coins, you also have the option of correcting with a General Journal Entry. Go to Accounting / Make General Journal Entry. Use Church Budget for the Account. If the deposit amount on the bank statement is higher than in Jewel, your correction will be an income. If the bank statement shows a lower amount than is recorded in Jewel, your correction will be expense. The Memo will say "Correct 7/5/25 deposit" or something similar. Click OK to finish.
Duplicate Offering Deposits
It is theoretically possible to correct a duplicate offering in the current month on your own. Go to Reports & Graphs / Deposit report. Click on the duplicate deposit, then on Make Corrections. Click Delete Envelope until all envelopes have been deleted. Edit the Offering Total to be $0. Then enter a new envelope under No Name or Anonymous, for a total of $0. Enter $5 to Church Budget, then -$5 to Church Budget. Press Enter to get to the Make Deposit Screen, and click Ok to record the now-$0 deposit.
Yes, once you have deleted all the envelopes, a "Cancel This Offering" button appears. No, you should not use it if you have already clicked Make Deposit on that offering.
All of the above sounds complicated, because it is. So for most of you, if you find a duplicate offering deposit in the current month, please call your tech support. It's an easy Delete process for us.