Deposit correction involves a bit of finesse, as the correction method depends on the issue. Precise end-of-year donor receipts are essential, so if you can trace an error to a particular donor's donation, it should be corrected in a way that corrects their receipt. This usually involves entering a $0 offering, as described below. If you cannot trace the error to a particular donor, especially if the error is small, a General Journal correction is appropriate. If you aren't sure of the method to use, contact tech support for assistance.
If the donation is from a prior calendar year, you must ask your tech support for help. Otherwise, proceed as follows: To correct the name, enter a $0 offering that subtracts the donation from the wrong person and adds it to the right person.
If the donation is from a specific donor and is from a prior calendar year, you must ask your tech support for help. Otherwise, proceed as follows: To correct the fund, we'll enter a $0 offering that subtracts the donation from the wrong fund and adds it to the right fund.
Use Transfer Funds to move the funds to the correct account. Use the Memo to record the date of the deposit you are correcting and the reason for the correction.
If the donor's check was cashed for an amount different than what you entered into Jewel, see Traceable Error below.
For small counting errors or if you can't figure out where the mistake was made, in the Bank Reconciliation, click "Interest Earned or Deposit Correction". 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 an expense. Use the date that the deposit is recorded on the bank statement. The Memo will say "Correct 7/5/25 deposit to match statement" or something similar. Click Add Entry to finish. If this is happening more often than extremely infrequently, ask your conference treasury department for help in establishing better controls on your offering counting.
If you don't get your correcting entry right the first time, click General Journal Entry (in the Add Entry box), then click the Previous button to find the entry. Click Edit Entry, make your changes, and click OK to return to the Bank Rec page.
If you found where the error happened, but it involves an anonymous donor or loose offering, correct as for an untraceable error. If the error involves a specific donor and is from a prior calendar year, you must ask your tech support for help. Otherwise, you'll need to create a new offering deposit in the amount of the error.
See the instructions here, or contact your tech support for assistance. Of course, it's always best to avoid creating duplicates in the first place!