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Jim2® Business Engine Help File

Navigation: Jim2 Functions > CardFiles

View CardFile Transactions

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Card files provide a full 360o view of all interactions with that card file.


From the Transactions tab you have access to all activities such as jobs, purchases, quotes, sales register, stock, debtors/creditors. These tabs will display all transactions for this card file. Initial view will show a list of transactions for the last 90 days. However, right clicking on any of the lists and selecting Show All will show all transactions, regardless of date.


transactions tab


Example: View PO Transactions

Open the vendor card file, and select the Transactions tab.


Go to the Purchase tab.


Purchase tab


Right click over the work area of the screen and select Show All.


show all purchases


All transactions against this vendor will appear here.


show all click


Further information:

Add a CardFile

Add A New User

Add CardFiles to Groups

Add Contact Details

Add Customer Details

Add Customer Specific Reports

Add Groups to a CardFile

Add Multiple CardFiles

Add User Details

Add Vendor Details

Auto Postcode/Suburb Lookup

Browse for a CardFile

Bulk Update CardFiles with BPAY Ref

CardFile Contact Types


CardFile Footer

CardFile Form Tabs

CardFile Header

CardFile List

CardFile Merging & Deleting

CardFile Options

CardFile Payment Terms

CardFile Price Levels

CardFile Reports

CardFile Security

CardFile Setup

CardFile Types


CardFiles at a Glance


Create a CardFile List

Export a CardFile List

Export Email Contact Report

Import CardFiles


Quick Add CardFile

Reassign Users

Remove a CardFile

Set up Contact Types

Time Sheets

Timers and Labour

Use CardFile List Results

Update Multiple CardFiles

View or Edit a CardFile