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Multi-Company

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Jim2 Multi-Company allows for running one database with up to 255 companies (all using the same base home currency) and different ABNs.

 

This allows operation from one combined Jim2 database, eliminating the need to log on and out of different company databases, and providing consolidated view of debtors, creditors and business analysis reporting. If converting to Jim2 Multi-Company, the old databases are available so users can access transaction history.

 

Information on Jim2 Multi-Company

All company names need to be present in the Jim2 licence key, and their associated cardfiles must have the name entered exactly as it appears in the key.

Security is universal for all companies, and (including Document security) cannot be set on individual companies.

Company selection appears in most areas within Jim2, much like the branch selectors. Users are configured with a default as applicable.

company in job

The sys cardfile should be set up for access to all companies.

Users can be set up to access one or more companies, and security can be set for them to view and/or edit, meaning there can be one account manager across all companies, if desired.

All companies must use the same base currency, and the general ledger accounts must be identical across companies.

GST can only be set to one type for all businesses, ie. all companies are accrual or all are cash. Different methods cannot be set for different companies. However, GST sessions can be run monthly, quarterly, etc. for individual companies.

Debtors and creditors are common, providing a consolidated view of both across companies.

Stock codes are shared across companies.

shared locations

Stock on hand location visibility is restricted based on a user's company access.

Stock locations are company specific and can be shared to all or no companies for intercompany purposes.

locations

Where stock is common across companies, to maintain a single set of stock records for visibility is available.

Where stock is sold between companies this will streamline stock movements.

Inter-company stock transfers can be performed, along with inter-company sales.

Where either or both of the stock-related points above are not applicable, and a large quantity of unrelated stock records are required for each entity, hide stock records from users that are unrelated to their specific day-to-day activities within Jim2.

Reporting and list filtering across companies is available.

company in stock profit

Object groups are shared across all companies.

Email templates can be shared across all companies. Email editor rules can only be set up for individual companies.

editor rules for company

Email rules, accounts and tags are shared across all companies. Email accounts and tags are shared across all companies. See Email for more information on general email setup. However, in the header of editor rules a company must be chosen first.

Branches can also be used for individual companies.

Checking for duplicate customer references is across all companies.

Serial number tracking is at company level (to cover buy/sell between companies).

Object numbers (invoice#, Job#, etc.) are shared across companies with the option of having a company prefix available on external forms such as invoices, if required.

company prefix

Watchouts are not company specific.

 

Quality

Note: To add a new company name, a new Jim2 key is required that includes the new name. The Company name is used in reports and email via macros (eg {{System.Company}}).

 

If the company name is not in the Jim2 key, it will return a an invalid per licence message on objects and reports if the company is not in the key.

 

Summary

Jim2 Multi-Company is perfect for:

businesses requiring consolidation

businesses who trade between each other

businesses that are similar but have different ownership structures.

 

Jim2 Multi-Company is not suitable for:

different businesses that don’t have the same base home currency

more than one account manager per customer is required across all companies

stock files are not common across all businesses.

 

Further information

Multicompany

Security

Set up and Use Multi-Company

Company Accounts

CardFiles, Jobs, Quotes, Purchase Orders

Inter-Company Stock Availability and Usage

Inter-Company Stock Transfers

Inter-Company Costs Transfers

Close Financial Year

Business Analysis

Balance Sheet

Profit and Loss

Budgets

Commission Sessions