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Jim2® Business Engine Help File

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Jim2 System Reports

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This list may be incomplete, as new reports may have been added since the Help File was last updated.

 

Quality

You can obtain the full list of system reports via Management > Reports > System and selecting Reports and Reports v2, which are different formats of the same system reports.

 

v1reports

 

v2reports

 

About

Jim2 About

 

Account inquiry

Account inquiry

Account inquiry – Detailed

Account inquiry – Range

 

Bank Deposits

Bank Deposit Slip

Bank Deposit Slip (Cash Detailed)

 

Bank Reconciliation

Bank Reconciliation

 

Business Analysis

Balance Sheet

Balance Sheet – Classic

Balance Sheet – Columns

 

Profit and Loss

Profit and Loss – Classic

Profit and Loss – Columns

Profit and Loss – Multicolumn

 

CardFiles

CardFile

CardFile Ship Label

Statement

 

CardFile List

CardFile List – Inactive Customers

CardFile List Contact Details

CardFile List Contact Export

CardFile List Export (XML)

CardFile List Export (XML, CSV)        

CardFile List Monthly Sales

Email from CardFile List

Mailing Label

Mailing Label Avery L7163

Mailing Label Avery L7163 (uppercase)

 

Cheque Book

Cheque

Cheque Book

 

Creditors

Cheque

Cheque Remittance

Credit Allocation

Creditors Reconciliation

Transaction History

 

Creditor List

Aged Payables Detailed

Aged Payables Summary

 

Debtors

Invoice Debtor

Payment Receipt

Payment Receipt 80mm

Statement

Transaction History

 

Debtors List

Aged Receivable Detailed

Aged Receivable Summary

Statement

 

EFTPOS

Company_EFTPOS

Company_Payments

 

General Ledger

Chart of Accounts – Detailed

Chart of Accounts – Opening Balance

Chart of Accounts – Summary

Trial Balance

 

GST Session

GST Detailed

GST Calculation Worksheet

GST Summary

GST Summary NZ

GST Calculation Worksheet NZ

GST Calculation Worksheet SA

GST Summary SA

 

Invoices

Invoice Ship Label

InvoiceCommercial

InvoiceMeters

InvoiceMeters – Master

InvoiceMeters – Master (Landscape)

InvoiceMeters – Master Detailed

InvoiceMeters – Master Detailed (Landscape)

InvoiceRetail 76mm (text)

InvoiceRetail 80mm

InvoiceSale

InvoiceSale (Landscape)

InvoiceSale (using Quote Stock)

InvoiceSaleSimple

InvoiceSaleSimple (Landscape)

InvoiceSale Summ

InvoiceSaleSumm (Landscape)

InvoiceServiceSale

InvoiceServiceSale (Landscape)

InvoiceServiceSale w/comments

InvoiceServiceSaleSumm

InvoiceServiceSaleSumm (Landscape)

x – Invoice From List (Multi)

Sales Register

Sales Register

Ship Label

x – Invoice From List (Multi)

 

Items

Items

Item

Manufacturing Requirements

 

Items list

Items list

Items list – Stock in Item

 

Jobs

Dispatch List

Dispatch

 

Jobs

A Picking Slip

A Picking Slip (Landscape)

Delivery Note

Delivery Note (Landscape)

Job

Job (Landscape)

Job – Picking Slip

Job Collect

Job Labour

Job NoComment

Job NoComment (Landscape)

Job Profit

Job Receipt

Job Sticker (Default)

Job – OnSiteSlip

Job – OnSiteSlip (Machine)
Manufacturing Job

Proforma Invoice

Proforma Invoice (Landscape)

Ship Label

 

Job List

Email from Job List

Job

Job List – Back order

Job List – By Customer

Job List – CardFile Export (XML, CSV)

Job List – Customer By Status

Job List – email list

Job List – Fault Desc

Job List – Inv Desc

Job List – Job Labour Analysis

Job List – Job Profit

Job List – Job Profit by Job

Job List – Job Profit by Stock

Job List – Machine Response Times

Job List – Parts Spent

Job List – Picking Slip

Job List – Required Stock for Jobs

Job List – Stock On Back order

Job Ticked Comm Only

Job Total By Customer

Job Total By Item

Job Total By Name

Job Total By Type

Proforma Invoice

Stock Sold By Customer and Stock Type

Stock Sold by Name and Stock Type

Stock Sold By Stock Type

 

RFC

Return From Customer

Return From Customer (All Stock)

Return From Customer Total

 

RFC List

RFC List

RFC List by Customer

 

Logo

Company_Logo

 

Multicurrency Revaluation

Mulitcurrency Revaluation

 

Projects

Managed Services

Project Service History

 

MPS

Project – Meters Jobs Details

Project – Page Request Form

Project – Page Request Form (No Last Meter Read)

Project Service History

Project Service History – Detailed

 

Project List

Project List – Action Templates

Project List – Card File Export

Project List – Cost Per Copy

Project List – E-Meter Read Setup

Project List – eBusiness Transactions

Project List – Email from Project List

Project List – Export (Jim Import Format)

Project List – Meter Listing

Project List – Meter Profit

Project List – Meter Reading Report

Project List – Meters Jobs Details

Project List – Page Request Form

Project List – Page Request Form (No Last Meter Read)

Project List – Page Request Test

Project List – Project

Project List – Project Detailed

Project List – Project Profit

Project List – Service History by Month

 

Project

Project

Project Action Templates

Project Detailed

Project Profit

Project Sticker

Purchases

Purchase

Debtors Purchase Order

Expense

Expense Comment

Expense Order

Expense Receipt

Purchase Order

Purchase Order (Internal Copy)

Purchase Order (Summary)

Purchase Order (with Pricing)

Purchase Order – Packing Slip

Purchase Order Price Stickers with Serials

Stock Receipt

 

Purchase List

Purchase order List – By Vendor

 

RTV

Picking Slip – RTV

Return to vendor

 

RTV List

RTV List

 

Quotes

Quotes

Quote

Quote (BPAY)

Quote (Landscape)

Quote Internal

Quote No Recommend

Quote No Total

Quote Summary

 

Quote List

Email From quote list

Quotes List

Quotes List – Detailed

 

Reports

Accounts

Creditors Payments

Debtors Payments

 

Advanced Warehouse

Stock on Floor

Warehouse Bin Setup

 

Job Reports

Labour Daily

 

My Reports

Customers On Credit Hold

 

Stock Reports

Min Qty Stock

Stock in Advance Liability

Stock Profit (Old)

Stock Reorder

Stock Valuation By COGS

Stock Valuation By Cost

Stock Value By GL Group

Stock Profit – Detail

Stock Profit By Account Manager

Stock Profit By Account Manager and Job

Stock Profit By Customer

Stock Profit By Customer & Report Level

Stock Profit By From

Stock Profit By GL Group

Stock Profit By Item

Stock Profit By Name

Stock Profit By Ship

Stock Profit By Stock

Stock Profit – Summary

Stock Profit By Account Manager and Job Summary

Stock Profit By Account Manager Summary

Stock Profit By Customer & Report Level Summary

Stock Profit Customer Summary

Stock Profit By From Summary

Stock Profit By GL Group Summary

Stock Profit By Item Summary

Stock Profit By Name Summary

Stock Profit By Ship Summary

Stock Profit By Stock Summary

 

System

Blank Barcode

Bulk Document to Stock List

DB Statistics

Import CardFile

Import Stock

Open Balance Creditors

Open Balance Debtors

Recently Updated Objects

Reports

RTV data integrity check

Scripts

Slow Running Queries

Stock Test

Update StatusTimes

 

Top x

Top x Customer of Card Group

Top x Customer of Parent Card

Top x Customers

Top x Customers by Ship

Top x Customers

Top x Customers w/Previous Year History

Top x Stock

Top x Vendors

 

 

 

 

Scheduling

Schedule

Daily View

Details View

Monthly View

Weekly View

Yearly View

 

Setups

Branches

Budgets

Descriptions

GL Departments

Job Setup

Payment Terms

Payment Types

Price Level

Stock Attributes

Stock Bins

Stock GL Groups

Stock Location

Sub-branches

Tax Codes

 

Status

Status

 

Packaging

Packaging

 

Stock

Stock

Stock Activity

Stock Activity No Serial

Stock On Hand

Stock Price Sticker (Default)

Stock Record

Stock References

Stock Stats

Stock Stats Value

Stock Adjustment

Stock Adjustment

 

 

Stock List

Stock List

Stock Activity List

Stock Activity List With Pricing

Stock Aging

Stock Default Bins

Stock List

Stock List – 12 Month Sales

Stock List – Export

Stock List – Export (Old)

Stock List – Price Protection

Stock List – Stock Turning

Stock List – Unit Sales Over 12 months

Stock List Consignment Required

Stock Lists Kits

Stock List Monthly Sales

Stock List Shelf Talker No Price

Stock List Shelf Talker PL1

Stock List with GL Groups

Stock Movement

Stock Movement Adjustments

Stock On Hand

Stock Prices

Stock Prices Compact

Stock Prices Internal

Stock References

Stock Stats In List

Stock Stats in List Value

 

Stocktake

Stocktake

Stocktake (Portrait) (Old)

Stocktake (Old)

Stocktake Count List

Stocktake Session

 

Stock Transfer

Pack Slip – Stock Transfer

Picking Slip – Stock Transfer

Stock Transfer

Stock Transfer (Landscape)

 

Stock Transfer List

Stock transfer list

 

Stocktake

Stocktake Count List

Stocktake Count List (AdvWH)

Stocktake Session

 

Summary

Job

Job Summary

 

Till Reconciliation

Till Reconciliation

 

Transaction Journal

General Journal Entry

General Journal Entry

General Journal Entry – Detailed

 

Transaction Journal List

Transaction Journal

Transaction Journal (Branch, SBranch, GLDep)

Transaction Journal SBranch, GLDep)