JADE FUNDS HELP CENTER
How can we help?
Practical guides for the work your church does every week.
Search by a task, a question, or a word you see in the app.
Help articles
- Add an explanation to a transactionRecord the ministry purpose, a question, or a clarification next to the purchase.
- Enter a transaction manuallyRecord activity in a financial account, then categorize it and complete review.
- Correct a reviewed transactionUnderstand review locks, reopen an entry when authorized, and preserve closed-month controls.
- Set up your chart of accountsCreate the categories your church uses for income, expenses, assets, liabilities, and net assets.
- Create a fundRecord a fund’s name, purpose, and restriction type before assigning transactions to it.
- Read fund balancesUnderstand the activity behind a fund balance and why it differs from a bank balance.
- Work with journal entries and fund transfersUse the general journal for balanced adjustments and intentional transfers between funds.
- Work through month-end closeReview activity, reconcile accounts, check reports, and close a completed month.
- Reconcile an account at month-endCompare the reviewed books with bank evidence and document timing differences.
- Reopen a closed month for a correctionRecord why a month needs to change, make the correction, and close it again.
- Create and publish a budgetEnter annual income and expenses, adjust seasonal timing, and publish your plan.
- Compare a budget with actual activityChoose the published plan and period, and distinguish remaining budget from a period variance.
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