Maintaining and Customizing Jewel

In this section we talk about all the ways to make Jewel the best fit for your particular church.

Maintenance Menu

Edit Accounts

Edit Budget Allocations

Properties

Edit Names

Managing Your Names List - Quick Start - Add, Delete, Edit "Active" Status, Combine Names

Edit Names - How To and When Not To

Avoid Creating Duplicate Names

Edit Accounts

Managing Your Accounts List - Quick Start - Add, Delete, Edit "Active" Status, Close, Statement Frequency

Add New Bank Account

Debit Account Setup

Opening and Setting Up a Revolving Fund Account

Credit Card Setup

Opening a New Bank Account - What to take to the bank

Setting Up and Reconciling a CD Account

Cleaning Up and Ensuring Accuracy

Cleaning Up the Bank Rec

AdventistGiving Mapping Accuracy

Avoid Creating Duplicate Offerings

Avoid Creating Duplicate Payments

Zero Month-end Negative Balances

Zero Year-end Negative Balances

Pro Tips

Six Things You Don't Need to Do

Electronic Payments - Timing, Dates, Memos

Payroll Tips for Treasurers

Account Journal - Your Secret Weapon

Check Options - Print or Write

Memo Writing Tips

Printing Reports to PDF

Send to Auditor Tips

Am I Moving Money or Spending It?

Simplified Entry for Complicated Payments / Reimbursements