Setup Issues

If Jewel only allows the treasurer to enter a member once (as a donor)...how are member reimbursements handled (so as not to mess up the year-end receipts)?

On the Maintenance, Edit Names screen there are two check boxes in the center panel at the bottom. One is Donor, one is Vendor. Both boxes can be checked so that the name will show up on the contribution list as well as the check writing list. When a name is added from the Contributions, the default is Donor. When a name is added from the Write Checks screen, the default is Vendor. But either box can be added to any name by clicking on the Edit box.

How should treasurers take care of remittances when they handwrite their checks and then enter the information on Jewel?

The first stub on the remittance check (should be sent with check) has the account numbers before the offering name. Also, the middle stub has the total local donation for the month. If they send a handwritten check for their remittance, they have to complete a remittance report or print the remittance check from Jewel on blank paper so that the office will have the contribution breakdown. It is important to send the breakdown on a full size sheet so it doesn’t get lost in the filing process.