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Jim2® Business Engine User Manual

Navigation: Getting Started with Jim2

Function and Hotkeys

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Key

Section

Function

Explanation

F1

All

Help File

Takes you to this Jim2 online Help, as well as to the area related to which object you are currently in.

F2

Lists

View

View highlighted object record (job, quote, purchase, etc.).

F2

Jobs, Purchases, Quotes

Move to

In Edit mode, go to header of object.

F2

Invoice

Invoice Details

Switch to the Invoice Details screen.

F3

Jobs, Purchases, Quotes

Move to

In Edit mode, move to Comment grid of a job, purchase order or quote.

F3

Invoice

Payment Details

Switch to the Payment Details screen.

F4

Jobs, Purchases, Quotes

Move to

In Edit mode, move to Stock Code field of a job, purchase order or quote.

F4

Invoice

Cash

Payment method is cash.

F5

Most fields with ellipsis [...]

Search

In Edit mode, select the field, then F5 function key, which will open search windows.

F5

Invoice

Discounts

Enter a discount amount, if applicable. You can also enter comments in this area if desired.

F6

Invoice

Apply credits

Brings up the Select Credits/Prepayments screen where you can select which to apply to the invoice.

F6

Jobs

Invoice/Manufacture

In Edit mode, Invoice or Manufacture (depends upon the type of job).

 

Job must be set to FINISH, RAI.NR or RAI.US.

F7

Jobs

Labour Entry

In Edit mode, opens the Labour Entry window.

F7

Invoice

Cheque

Payment method is via cheque.

F8

Jobs

Ready/Invoice

In Edit mode, selects the job as Ready to Invoice.

 

Job must be set to FINISH, RAI.NR or RAI.US.

F8

Invoice

Direct Deposit

Payment method is via direct deposit.

F9

Objects

Edit/Save

In View mode, you can view or edit object record (job, quote, purchase, etc.). In Edit mode, saves and goes back to View mode.

F9

Invoice

EFTPOS

Payment method is via EFTPOS.

F10

All

Display

Displays Alt key characters.

F10

Invoice

Factored

Amount being factored.

F11

Jobs, Purchases, Quotes, Stock record

Save and Close

Save and close a job, purchase order, quote or stock record.

F11

Invoice

OK

Finalise invoice and close screen.

F12

All

View/Edit

View/edit a job (you need to know the job number).

Esc

All

Close/Cancel

Closes/cancels current window/dialog box.

Alt F5

All

Refresh

Refresh current view and/or reload scripts and reports.

Alt A

Lists

Add

Add object record (job, quote, purchase, etc.).

Alt E (or F9)

Lists

Edit

Open and edit highlighted object record (job, quote, purchase, etc.).

Alt W (or F2)

Lists

Open

Opens the highlighted entry in a list.

Ctrl F2

Lists

Open

Opens the highlighted entry in a list.

Ctrl F4

Current window

Close

Closes the current window. This is particularly useful if you have dragged a window up and lost the top bar. If you are using an Apple keyboard, see Info (small) below.

Ctrl F12

All

Log out

Logs user out of Jim2.

Ctrl E

All

Nav Tree Search

Moves cursor to the search bar above the Nav Tree.

Ctrl F

All

Open

Opens a related email window.

Ctrl N

All

Open

Opens a new email window.

Ctrl Q

All

Quick Add CardFile

Activates Quick Add CardFile feature (adds a CardFile).

Ctrl S

Expense order stock grid

Open

Opens the Locate Value screen for you to locate the correct code.

Ctrl T

All

Toggle

Switches between navigation and search results tabs in the Nav Tree.

Ctrl Y

All

Go to

Shifts focus to the Nav Tree (then start typing to auto-locate within the lists).

Shift F12

All

Add

Add a job.

Ctrl .

Job, Purchase, Document, Stock, Project or Quote list

Next Object

When an object is open, move to next object in the list.

Ctrl ,

Job, Purchase, Document, Stock, Project or Quote list

Previous Object

When an object is open, move to previous object in the list.

Shift Ctrl C

All

Calculator

Launch the calculator.

Shift

Lists

Multi-sort

Multi-column sorting. Holding the Shift key down after selecting the first column, you can then select multiple columns to sort by.

 

Info

If you are working in a particular area of Jim2 (for example, Accounts), using the F1 function key will bring up the Accounts section of the Help File.

 

Info

If you are using a Mac keyboard, you can map the Mac keyboard to a Windows keyboard to overcome this issue. Otherwise, hold down the Fn key and the function key (ie. Fn+F1) as per above. For Ctrl+, use command+, and for Alt+, hold down fn+option.

 

See also:

ALT Key Actions