Getting Started with Jim2

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Jim2 Business Engine is a powerful multi-user enterprise resource planning (ERP) and accounting solution that manages every aspect of a company's workflow cycle. This covers stock control, sales activities, servicing and customer contact, invoicing, financials and reporting, as well as email communication and document management.

 

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Support for versions of Jim2 prior to v4.3 has ceased. Please talk to a Happen Business consultant – phone either 1300 005 462 or +61 2 9570 4696 or email sales@happen.biz about upgrading if running any v3.x build of Jim2.

 

This section will help you:

Log on to Jim2

Understand the Jim2 methodology

Learn about Jim2 options that can enhance your business

Get to know the Jim2 User Interface

Understand how Lists work

Gain insight into workflow

Set up the software

Import data

Upgrade Jim2

Learn the use of function and hotkeys

Understand terminology

Hyperlinks in Jim2

 

There are areas in this Help File that may not relate to your particular Jim2 version. Please see Feature Options or contact sales@happen.biz for more information.

 

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In order to log on to Jim2 Business Engine, a user ID and password must be entered. Initially, the user ID: sys and password: sys are the default. It is advisable to change the password for the sys cardfile.

 

To create a new user identity, a cardfile with the user's details and password must be added to the system. See How to Add A New User for more information.

 

Please refer to Technical Requirements for full information on requirements.

 

Further information

Navigating Jim2 Help

Technical Requirements

Jim2 Methodology

Feature Options

Jim2 Software Setup

Install Jim2 on the Server

Best Backup Practices

Managing Database Size

Upgrading Jim2

Upgrade Database

Logging On

Run Multiple Sessions of Jim2

Multi-Factor Authentication

Jim2 System Reports

Jim2 User Interface

Explanation of Colours

Lists

Strict Workflow

Function & Hotkeys

Glossary