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, click below 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.
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.
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, and the mistake affects a donor's receipt, ask for assistance. If the mistake does not affect a receipt, 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. Be sure to document your reasons in the Memo. Jewel will automatically reflect the results of the transfer on your next remittance check.
Conference Remittance Check
If you mail a paper 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. Adjust the memo to reflect what you're doing (for example, "June 2025 remittance, replaces ck#2783"). Then print the corrected check, and click OK to complete the record.
If you send your remittance electronically: You must ask for assistance, as Make Manual Remittance will not notify the conference to withdraw your remittance. However, remember that Jewel will correct any shortages or overages the next time you send a remittance. So often, time is the best solution.