• What's New in Jim2
• Build Update Information
• Getting Started with Jim2
  • Navigating Jim2 Help
  • Technical Requirements
  • Jim2 Methodology
  • Feature Options
  • Jim2 Software Setup
    • Handling of High Screen Resolutions
    • Run multiple copies of Jim2
    • Anti Virus Exclusions
    • Add a Jes Instance
    • Jim2 Configuration Settings
    • Changing Servers and/or Databases
    • Firewall Exceptions
    • Basic Setup of Jim2
  • Install Jim2 on the Server
    • Server Install
    • Jim2 Install
  • Best Backup Practices
  • Managing Database Size
  • Upgrading Jim2
    • Welcome
    • Prerequisites
    • Jim2 eBusiness Service
    • Jim2 Server Stop
    • Copy Files
    • Jim2 Server Start
    • Select Databases
    • Update Databases
    • Complete Update
  • Upgrade Database
  • Logging On
  • Run Multiple Sessions of Jim2
  • Multi-Factor Authentication
  • Jim2 System Reports
  • Jim2 User Interface
    • Hyperlinks
    • Jim2 Ribbon
    • Quick Access Toolbar
    • Jim2 Menu
    • Nav Tree
    • Preview Pane
    • Searching Within Jim2
    • Work Area
  • Explanation of Colours
  • Lists
    • List Security
    • Live Lists
    • Meaning of Checkboxes
    • Published Lists
    • Create a Published List
    • Create a List from a Hyperlink
    • Customise Lists
    • Grouping Lists
    • Multi-column Sorting
    • Naming Lists
    • Pinning Lists
    • Right Click Options in Lists
    • Search within Lists
      • Advanced Searches
  • Strict Workflow
    • Date/Time Due at Status Level
    • Workflow Example
  • Function & Hotkeys
    • Alt Key Actions
  • Glossary
    • Accounting Terminology
    • Business Terminology
    • Jim2 Terminology
• Configuring Your Database
  • Tools
    • Options
      • Company
        • Add Company Name
        • Security (Password)
      • General
        • Database and Report Colours
        • Branches and GL Departments
          • How Branches, Sub-Branches and GL Departments work
          • Branch Options
          • Set up Branches
          • Branch Pricing
        • Labour
        • Regional Settings
          • Canadian Regional Settings
      • Job
        • Invoice
        • Stock
        • Customer Returns
      • Project
        • Machines
        • Managed Services
        • MPS Finance
      • Asset
        • EKM Options
      • Quote
      • Purchase
      • CardFile
      • Item
      • Stock
        • Stock Pricing
        • Serial/Attributes
        • Warehouse Management
      • Accounts
        • Linked Accounts
        • Multicurrency
        • Debtors Creditors
        • Bank Feeds
      • Banking
      • Scheduling
      • eBusiness
      • Documents
      • Other
        • Printers
        • Email
        • Retail & Eftpos
    • Setups
      • Accounting
        • Budgets
        • Branches
        • Sub Branches
        • Currency
        • GL Departments
        • Stock GL Groups
        • Tax Codes
      • Banking
        • Payment Types
        • Tills
        • Merchants
      • CardFiles
        • Contact Types
        • Payment Terms
        • Price Levels
        • Price Ranking
      • Jobs
        • Descriptions
        • Job Priority
        • Job Type
        • Labour Type
        • RFC Types
        • Ship Via
        • Ship Via Item Types
      • Projects
      • Stock
        • Stock Locations
        • Stock Attributes
        • Stock Bins
        • Price Templates
      • Email
        • Set up POP3 Email Accounts
        • Office 365 Incoming Email Setup
        • Office 365 Outgoing Email Setup
        • Google Workspace Setup
        • Email Tags
        • Email Folders
      • Other
        • Note Types
    • Status
      • Individual Status Security
      • Add a New Status
      • Change a Status
    • Watchouts
    • Currency Rates
    • Groups
      • Add Groups to an Object
      • Group Types
        • Price Groups
        • User Groups
      • Managing Groups
      • Ordering of Groups and Stock
    • Security
      • Effective User Security Groups
      • Accessing Security
      • Report Security
      • Adding or Editing Security
      • Security on Preview Pane
      • Set Security on Selling Price Level
      • Export Security Details
    • Scripting Engine
      • Scripting Engine Overview
      • Scripting Security
      • Script Editor at a Glance
      • Event Scripts
      • Menu Scripts
      • Importing/Exporting Scripts
    • Report Designer
      • Report Explorer
      • Report Explorer Functions
      • Report Designer at a Glance
      • Report Designer Menus
      • Report Designer Toolbar
      • Report Designer Errors
      • Signable Reports
      • Trackable Reports
      • Add a Signable Report for Jim2 Mobile
      • Add Logo to Sticker Report
      • Add Text to Reports
      • Change Sticker Report Size
      • Display Company Logo in Reports
      • Export a Report
      • Import a Report
      • Locate Reports to Export
      • Make a report Inactive
      • Open a Report for Redesign
      • Set up Back of Page Text on Invoice
    • Global Variables
      • Add or Edit a Global Variable
      • Hide Jim2 Logo on Reports
      • Manage Report Behaviour
    • Importing Data
      • Preparing CardFiles
      • Import CardFiles
      • Preparing Stock
      • Import Stock
      • Import Contacts
      • Import Items
      • Import Non Report Groups
      • Import Opening Balances
  • History
  • Other Useful Information
    • Add a Barcode Scanner
    • Set up Zetafax
• Jim2 Functions
  • Accounts
    • Accounts Security
    • Account Inquiry
      • Account Inquiry Screen
      • Account Inquiry Filters
      • Account Inquiry Grid
      • Account Inquiry Footer
      • Account Inquiry Report
    • Clear the Historical Balancing Account
    • Credit Cards
      • Apply a Credit Card Charge Using Stock
      • Credit Card Surcharge Management
      • Enter Credit Card Charge
      • Manage Credit Card Merchant Fees
      • Use Company Credit Cards
    • Creditors
      • Central Billing in Creditors
      • Creditors Allocate Payments Grid
      • Creditor Form
      • Creditors List
      • Creditors Payments Tab
      • Creditors Documents Tab
      • Creditors Notes Tab
      • Creditors Opening Balances
        • Enter Creditors Opening Balances
      • Creditors Reports
      • Apply a Credit/Prepayment
      • Cancel a Payment/Cheque
      • Clear Small Creditor Balances
      • Create a Creditor Refund
      • Creditors Adjustments Up and Down
        • Add a Creditors Adjustment Up
        • Add a Creditors Adjustment Down
      • Enter a Credit
      • Enter a Payment
      • Enter a Prepayment
      • Discounts and Account Fee entries
      • Manage Payment Returned from Bank
      • Reversal Entries
      • Reverse Discounts and Account Fees
      • Send a Remittance Advice
      • Show Invoices Due
      • Unallocate a Payment
    • Debtors
      • Debtors Adjustments
        • Enter a Debtor Adjustment Up
        • Enter a Debtor Adjustment Down
      • Debtors Allocate Payments Grid
      • Debtors Auto Credit Hold
      • Debtor Form
      • Debtors List
      • Debtors Documents Tab
      • Debtors Notes Tab
      • Debtors Opening Balances
        • Enter Debtors Opening Balances
      • Debtors Payments Tab
      • Debtors Statement Printing
      • Debtor Management
      • Debtors Reports
        • Debtors Aging
      • Apply a Credit/Prepayment
      • Clear a Credit on a Debtor
      • Clear Small Debtor Balances
      • Create a Debtor Refund
      • Enter a Credit
      • Enter a Credit Payment
      • Enter a Payment
      • Enter a Prepayment
      • Enter Discounts and Account Fees
      • Issue a Credit Note
      • Debtor Payments Including Commission
      • Move Unknown Payments to Debtor
      • Reversal Entries
      • Reverse Discounts and Account Fees
      • Reverse or Delete a Payment
      • Send Payment Receipts
      • Unallocate a Payment
      • Undo Incorrect Refund
    • Advanced Creditors
    • Suggested End Of Month Procedures
    • End of Financial Year
      • Accountants End of Year Adjustments
      • EOFY Process for Current Year
      • EOFY Process for NZ Current Year
      • Close Previous Financial Year Wizard
      • Close Financial Year Errors
      • Use Jim2 When Appropriate Years Not Closed
    • Enter a Capital Asset
    • Enter Child Support Payments
    • Enter Government Support Payments
    • Purchase a Capital Asset Under Finance
    • General Journals
      • General Journal List
      • General Journal Header
      • General Journal Footer
      • General Journal Details Grid
      • General Journal Reports
      • Add a General Journal
      • Add a Payroll General Journal
      • Enter Payroll Tax
      • Create Similar or Recurring GJs
      • Delete/Reverse a General Journal
      • Edit a General Journal
      • Import a General Journal
      • Provision for Long Service Leave
      • Record Superannuation Salary Sacrifice
    • General Ledger
      • Automatically Calculated Accounts
      • General Ledger Account Types
      • General Ledger at a Glance
      • General Ledger Footer
      • General Ledger Reports
      • Linked GL Accounts
      • Add a GL Account
      • Add Opening Balances
      • Change GL Account Type
      • Edit the General Ledger Layout
      • Maintain the General Ledger
      • Print General Ledger Transaction Reports
      • Set Up General Ledger
      • Accrue Annual Leave in the General Ledger
    • GST Sessions and the BAS
      • Fuel Tax Credits
      • GST Reports
      • GST Reports for Accountant
      • GST Session Checks
      • GST Session By Tax Tab
      • GST Session FAQ
      • GST Session PAYG Tab
      • GST Session Purchases Tab
      • GST Session Sales Tab
      • GST Session Worksheet Tab
      • IAS Monthly PAYG Lodgement
      • Initial GST Session
      • Change GST from Cash to Accrual
      • Complete a GST Session: Accrual Method
      • Complete a GST Session: Cash Method
      • Complete an NZ GST Session
      • Handle NZ GST in Australian Database
      • Record Deferred GST on Imports
      • Record Your BAS Payment/Refund to ATO
      • Delete a GST Session
    • Handle Paypal (and Similar)
    • Multicurrency Revaluations
    • Record Debtors/Creditors Contras
    • Rounding Issues
    • Sell a Company Asset
    • Set up a Loan Account
    • ATO Reportable Sub-Contractor Payments
    • Share Utility Expenses with other Businesses
    • Transaction Journal
      • Transaction Journal at a Glance
      • Transaction Journal Tabs
      • Transaction Journal Report
      • Transaction Types
      • View Opening Balance Journal
    • Understanding Debits and Credits
    • Use Debtors and Creditors Adjustments
    • Recover Bad Debts
    • Withhold Tax
    • Write off a Bad Debt
    • Write off Fixed Asset
    • Work with Tax Codes in Jim2
  • Assets
  • Banking
    • Banking Security
    • Bank Deposits
      • Bank Deposits Screen
      • Bank Deposit Reports
      • Branch Banking Sessions
      • Deposits into Unbanked Funds
      • Grouping/Sorting in Banking Sessions
      • Add a Deposit
      • Create a Banking Session
      • Delete a Banking Session
      • Refund from Unbanked Funds
    • Bank Feeds
      • ANZ Global Transactive
      • NAB Bank Format
      • CBA Bank Format
    • Settlements
    • Bank Reconciliation
      • Bank Reconciliation Screen
      • Bank Reconciliation Details Grid
      • Bank Reconciliation Footer
      • Bank Reconcilation Header
      • Enter Initial Bank Reconciliation
      • Delete a Bank Reconciliation
      • Locate a Previous Bank Reconciliation
      • Make Entries Through Bank Reconciliation
      • Print a Bank Reconcilation Report
      • Reconcile a Bank Account
    • BPAY
    • Bulk Payments
    • Cheque Book
      • Cheque Book Form
      • Cheque Book List
      • Cheque Book Reports
      • Cheque Book Status
      • Cheque Details Grid
      • Cheque Footer
      • Cheque Number Management
      • Other Cheque Book Transactions
      • Pre-Printed Cheques
      • Add a Cheque
      • Cancel a Cheque or Deposit
      • Create Recurring Cheque Entry
      • Create Similar Cheque
      • Dealing with Dishonoured Cheques
      • Edit a Finished Cheque or Deposit
      • Edit Cheques and Deposits
      • Send Bulk Remittance Advice
      • Write a Cheque From Unbanked Funds
    • Electronic Payments (ABA Files)
      • Electronic Payments Security
      • Electronic Payments Setup
      • Electronic Payments General Ledger Setup
      • Electronic Payments CardFile Setup
      • Create an Electronic Payments Session
    • Electronic Payments Direct Debit
      • Electronic Payments Security
      • Electronic Payments Direct Debit Setup
      • Electronic Payments Banking
      • Direct Debit Payments
      • Electronic Payments Batch Invoice using DD Payments
      • Failed Direct Debit
      • Remove a Payment
    • Manage Petty Cash
    • Transfer From One Bank Account to Another
    • Transfer Unbanked Funds to Cheque Account
  • CardFiles
    • CardFile Security
    • User Security
    • CardFiles at a Glance
    • CardFile Contact Types
    • CardFile Header
    • CardFile Footer Tabs
    • Auto Postcode/Suburb Lookup
    • CardFile List
      • Create a CardFile List
      • Export a CardFile List
      • Use CardFile List Results
    • CardFile Preview Pane
    • CardFile Reports
    • CardFile Types
    • Timers and Labour
      • Billable v Actual Labour
      • Labour Entry Screen
      • Labour Timers
    • Time Sheets
      • Add a Time Sheet
      • Edit a Time Sheet
      • Exporting and Reporting
    • Add a CardFile
    • Add Prospect CardFile
    • Add CardFiles to Groups
    • Add Contact Details
    • Add Customer Details
    • Add Customer-Specific Reports
    • Add Documents to CardFiles
    • Add Groups to a CardFile
    • Add Mulitple CardFiles
    • Add Vendor Details
    • Add/Update User
    • Browse for a CardFile
    • Bulk Update CardFiles with BPAY Ref
    • CardFile Merging & Deleting
    • Deactivate CardFiles
    • Email from CardFile List
    • Export Email Contact Report
    • Make Prepayments/Refunds
    • Quick Add CardFile
    • Reassign Users
    • Set up Overseas Customer
    • Update Multiple CardFiles
    • View CardFile Transactions
    • View or Edit a CardFile
  • Copy Move Merge
  • Dashboard
    • Dashboard Security
    • Dashboard Layout
    • Dashboard Tabs
    • Dashboard Widgets
      • Account Watch Widget
      • Dashboard Widgets Management
      • Debtors/Creditors Widget
      • Job Widget
      • Status Widget
      • Published List Widget
      • Watchout Widget
  • Documents
    • Document Security
    • Documents and Objects
    • Document Lists
    • Document Preview
    • Document Status
    • Folders, Tags and Categories
    • Hidden Documents
    • OneDrive and Sharepoint Integration
    • Tabs in the Footer
    • Version Control
    • Add a Document
    • Add or Link Existing Document
    • Check Out/In a Document
  • Donations of Stock
  • eBusiness
    • eBusiness Connect Framework
    • Customer Stock Feeds and Setup
    • eBusiness Security
    • eBusiness and Stock
    • eBusiness and the Publish Price to Options
    • eBusiness Rules
    • eBusiness Transactions
    • Manual Vendor Stock Feeds
    • Vendor Stock Feeds
  • Email (inc. Archiving)
    • Email Overview
    • Before You begin
    • Email Security: Overview
      • Set Up Email Security
    • CardFiles and Emails
    • Email Archiving
      • Email Archive – Setup Configuration
      • Restore Archived Emails
      • Email Archive Rules
        • Overview
        • Create an Email Archiving Rule
        • Execution Order
        • Conditions
        • By Object and By Report
        • Applying Archive Rules
        • Actions
    • Email Editor Functions
    • Email Editor Rules
    • Email Lists
    • Email Macros
    • Email Macros Syntax
    • Email Preview Pane
    • Email Rules: Introduction
      • Email Rules: Overview
      • Email Processing Rules
        • Email Processing Rule Wizard
          • Creating A Rule
            • Execution Order
          • Rule Conditions
            • Rule Conditions Overview
            • Rule Actions
            • Using and Testing Regular Expressions
      • Link an Email to a Job
      • Determine PO from Email
      • Linking External Emails
    • Email Tags
      • Manually Move and Tag Emails
      • Automatically Tag Incoming Email to Job
    • Add Email Folders and Tags
    • Email Templates
      • Create a Default Email Template
      • Create an Email Template
      • Set up and Use Random Email Templates
      • Use Email Templates
    • Email Tokens
    • Attach Documents to Email
    • Compose and Send Emails
    • Create a Job, PO or Quote from Email
    • Create a Link Within an Email
    • Drag and Drop Email to Job
    • Delete an Incorrect Email Address
    • Delete Multiple Emails
    • Diagnosing Incoming Email Issues
    • Diagnosing Outbound Email Issues
    • Edit Dictionary
    • Email in Bulk from a List
    • Email to Multiple Contacts
    • Failed Emails
    • Find Missing Emails in Jim2
    • How Email 'From' Works
    • Link an Email to Job, PO, Quote, etc.
    • Other Email Functions
    • Out of Office Message
    • Send and Receive Emails
    • SMS via Email
  • Enter Workers Compensation
  • Export a Report
  • Export Data
  • Factor a Procedure with 3rd Party Debtor Finance
  • Give a Customer a Permanent Discount
  • Invoicing
    • Add a Late Fee
    • Apply a Credit Payment When Invoicing
    • Docket Jobs
    • Email Invoices
    • Invoice COD Customer Without Taking Payment
    • Invoice a List of Jobs
    • Invoice a Single Job
    • Invoice Using GL Account
    • Issue a Proforma Invoice
    • Personalise an Invoice
    • Raise a Tax Invoice for Progress Claims
    • Receive Payments when Invoicing
    • Reprint an Invoice
    • NZ Invoices to Handle Billing NZ GST
    • Unprint an Invoice and Reverse Payment
    • Find a cancelled invoice
  • Items
    • Items at a Glance
    • Items Security
    • Item Footer Tabs
    • Item Header
    • Items List
    • Item Preview Pane
    • Item Reports
    • Item Stock Selection Grid
    • Item User Selection Grid
    • Add an Item
    • Add a Document to an Item
    • Add Groups to an Item
    • Add Multiple Items
    • Add Stock to a Sales or Service Item
    • View an Items List
    • View or Edit an Item
  • Jobs
    • Jobs at a Glance
    • Jobs Security
    • Job Comment Grid
    • Job Footer Tabs
      • Cost Tab
      • Invoice Details Tab
      • Job Tab
      • Labour Tab
        • Add Billable Labour to a Job
        • Add Labour to a Job
        • Export Actual Labour 
        • Export Labour Hours from a Job
      • Linked Jobs/Quotes Tab
      • Promotional Pricing Tab
      • Stats Tab
      • Tasks Tab
    • Job Header
      • Job Status
    • Job List
      • Auto Pick Stock
      • Branches in Lists
      • Create a Job List
      • Print a List of Jobs
    • Job Preview Pane
    • Job Reports
    • Job Stock Grid
    • Dispatch
      • Dispatch Setups
      • Use Dispatch
      • View, Print or Export a Dispatch Session
      • Delete a Dispatch Session
    • Progressive Payments and Claims
    • Return From Customer
      • Return from Customer Security
      • Return From Customer Entries
      • Return List
      • Return Footer
      • Return Header
      • Return From Customer Status
      • Return Stock Grid
      • Return From Customer Reports
      • Add a Return From Customer
      • Add an RFC Against Multiple Jobs
      • Unprint a Return From Customer
      • View or Edit a Return From Customer
    • Sales Register
      • Sales Register Reports
      • Send Multiple Invoices to an Email Address
      • Using the Sales Register
    • How Job status affects the GL
    • Add a Job
    • Add Comments to a Job
    • Add a Document to Job
    • Add Discount to a Job
    • Add Freight to Jobs
    • Add Multiple Jobs
    • Add Stock By Multi Selection
    • Add Stock to a Job
    • Add Stock to Job When Insufficient Stock
    • Auto Create Purchase Orders from Jobs
    • Charge Customer a Re-stocking Fee
    • Create a Job from a Similar or Previous Job
    • Create a Template for Recurring Jobs
    • Create Back Order
    • Credit an Overcharged Customer
    • Handle Part Delivery of Jobs
    • Hire Stock to a Customer
    • Import Jobs
    • Job/Order Prepayments/Refunds
    • Mark a Job as Ready
    • Print a Job
    • Reserve Stock for a Job
    • Scan Stock into Jobs
    • Select Serial Numbers on a Job
    • Stock Availability Allocation Process by List
    • Stock Availability by Location on the Fly
    • Take Deposits from Customers
    • Unallocate Stock From a Job
    • Unlink a Job
    • Unmark a Job as Ready
    • Unprint a Job
    • Unreserve Stock for a Job
    • Use Comments to Track Work in a Job
    • Use Stock Lookup and Select
    • View or Edit a Job
  • Management
    • Management Security
    • Business Analysis
      • Balance Sheet
      • Four decimal places in Business Analysis
      • Profit & Loss
    • Budgets
      • Budgets - AutoAdd
      • Budgets - Manual
      • Import Budget
    • Cash Flow Analysis
      • Cash Flow Setup
      • Cash Flow Exporting
      • Cash Flow Accuracy
      • Cash Flow Analysis Tab
      • Contributing Sources
    • Commission Sessions
      • Commission Sessions Setups
      • Commission Security
      • Commission Calculations
      • Create Commission Session
      • Commission Session Modes
      • Delete a Commission Session
    • Management Reports
      • Accounts
      • Advance Warehouse
      • Job Reports
      • My Reports
      • Stock Reports
      • System Reports
      • Top x Reports
  • Manufacturing
    • Set up and Use Multi-Level Manufacturing
    • Manufacturing Purchase Orders
    • Manufacturing Stock
    • Add a Manufacturing Item
    • Add a Manufacturing Job
    • Add Stock to a Manufacturing Item
    • Add Single Level Manufacturing Stock
    • Auto Create Manufacturing Jobs and POs
    • Include Labour in Cost When Manufacturing
    • Unprint a Manufacturing Job
  • Pay Commission to a Contractor
  • Projects
  • Purchases and Expenses
    • Purchases Security
    • Debtors Purchase Orders
    • Expenses at a Glance
    • Purchases at a Glance
    • Expenses Tab on POs
    • How Does Cost of Goods work
    • How PO Status Affects the GL
    • Purchases/Expenses Status
    • Purchase/Expense Order Header
    • Purchase/Expense Order Footer Tabs
    • Purchase/Expense Comment Grid
    • Purchase Order Approval Process
    • Purchase Order Stock Grid
    • Purchase Order Reports
    • Purchase Order List
    • Purchase/Expense Preview Pane
    • Purchase List Header
    • Expense Order Stock Grid
    • Opening Balance Purchase Order
    • Add a Negative Expense Order
    • Add a Purchase Order
    • Add a Document to an Order
    • Add an Amount to a PO when Finished at $0
    • Add an Expense Order
    • Add Backorder Purchase Order
    • Add Comments to a Purchase/Expense Order
    • Add Freight to a Purchase Order
    • Add Stock to a Purchase Order
    • Add Vendor Discount
    • Auto Create a Purchase Order
    • Create a PO from a Similar PO
    • Create a PO Template
    • Create a Purchase Order List
    • Enter Serial Numbers
    • Fix Incorrect Pricing after PO Finished
    • Handle Employee Reimbursements
    • Handle a Credit for Freight Charged
    • Link a Job to a Purchase Order
    • Link Expenses to a Purchase Order
    • Print a Purchase/Expense Order
    • Progress Payments on Purchase Orders
    • Purchase Consignment Stock
    • Receive Consignment Stock
    • Receive Stock
    • Record One Invoice Number on Multiple POs
    • Record Overseas Purchases, GST, Import Costs
    • Return to Vendor
      • Add a Return to Vendor
      • Add an RTV Against a Different Vendor
      • Add an RTV Against Multiple POs
      • Add Restocking Fee on a Return to Vendor
      • Add Stock to a Return to Vendor
      • Handle Stock Returned on a Debtors PO
      • Return To Vendor Entries
      • Return to Vendor Footer
      • Return to Vendor Header
      • Return to Vendor List
      • Return To Vendor Status
      • Return to Vendor Stock Grid
      • Return To Vendor Tabs
      • Unprint a Return to Vendor
      • View or Edit a Return to Vendor
    • Round up Supplier Invoices
    • Scan Stock into a Purchase Order
    • Staff Purchases
    • Unprint Purchase/Expense
    • Vendor Price Breaks
    • View or Edit a Purchase/Expense
  • Quotes
    • Quotes Security
    • Quotes at a Glance
    • Quote Footer Tabs
      • Cost Tab
      • Text Tab
      • Invoice Details Tab
      • Linked Jobs
      • Promotional Pricing
    • Quote Header
    • Quote List
    • Quote List Header
    • Quote Preview Pane
    • Quote Reports
    • Quote Status
    • Quote Stock Availability
    • Quote Comment Grid
    • Quote Stock Grid
    • Add a Quote
    • Add a Document to a Quote
    • Add Stock to a Quote
    • Create a Job from a Quote
    • Create Quote from Previous or Similar Quote
    • Create a Quote List
    • Create a Template for Recurring Quotes
    • Personalise Quotes
    • Print a Quote
    • Use Comments to Track Quote Progress
    • View or Edit a Quote
  • Reassign Account Managers
  • Record a Customer Rebate
  • Record a Vendor Rebate
  • Record Commission Payment from Vendor
  • Record Commission from Vendor
  • Scheduling
    • Scheduling Security
    • Scheduling in the Ribbon
    • General Layout
      • Calendar Layout
      • The Pane Splitter
    • Grouping and Filters Group
      • Group-By Dropdown List
      • Resources Dropdown List
      • Filter Icon
      • Resources Icon
    • Manage Views
      • Day View
      • Work Week View
      • Week View
      • Current +7 view
      • Month View
      • Year View
      • Time Line View
    • Scheduling Reports
    • Add a New Task
    • The Task List
    • To-Do Tasks
    • Synchronise with Outlook
  • Sell and Redeem Gift Cards
  • Standard Form Buttons
  • Standard Object Footers
    • Add Labour
    • Add Tasks
    • Notes and Watchouts
      • Notes
        • Notes Security
        • Adding a Follow Up
      • Watchouts
        • Adding A New Watchout
        • Watchouts in Action
    • Documents Tab in Footers
  • Stock
    • Stock Security
    • Consignment Stock
      • Consignment Stock for Customers
    • Kitting v Packaging v Manufacturing
    • Kitting
      • Kitting Types
      • Kitting Configurator
      • Kitting and Discounts
      • Kitting Sell Price
      • Multiple Tax Codes in Kitted Stock
      • Pricing and Kitting
      • The Hide Function
      • Create A Kit
      • Return Kits
      • See Stock Costs in a Dynamic Kit
      • Use Kits In Quotes
      • Use Kits In Jobs
    • Packaging
      • Add Package Stock
      • Package a Package
      • Sell Packages
      • Return a Package from a Customer
      • Transfer Packages
      • Unpackage a Package
    • Promotional Pricing
      • Promotional Pricing Security
      • Example Usage of Promotional Pricing
      • Promotional Pricing Examples
      • Promotional Pricing List
      • Promotional Pricing Header
      • Promotional Pricing Order of Processing
      • Promotion Start and End Dates
      • Promotion Type
      • Promotions in Use on Jobs and Quotes
      • Promotions on the Common Tabs
      • Stock Promotional Pricing
      • Adding, Importing Stock to a Promotion
    • Stock Adjustments
      • Stock Adjustments Header
      • Stock Adjustments List
      • Stock Adjustments Status
      • Stock Adjustments Stock Grid
      • Add a Stock Adjustment
      • Add Stock to a Stock Adjustment
      • Cancel a Stock Adjustment
      • Unprint a Qty Stock Adjustment
      • View Stock Adjustments
      • Write off Stock Credited by Supplier
    • Stock Attributes
      • Attributes On Purchase
      • Attributes On Sell
      • Attribute Rules
      • Attribute Templates
      • Returns and Attributes
      • Add Attributes to Stock
      • Search by Attribute
      • View Attributes Stock on Hand
    • Stock Flow
      • Stock Flow Security
      • Using Stock Flow
    • Stock List
    • Stock Preview Pane
    • Stock Pricing
    • Order of Pricing
    • Stock Procurement
      • Days Supply Stock Procurement
      • Min Qty Stock Procurement
      • Stock Procurement List Grid
      • Stock Procurement Header
      • Quick Start
      • Transfer Stock via Stock Procurement
    • Stock Reports
    • Stock Transfers
      • Stock Transfer Comment Grid
      • Stock Transfer Header
      • Stock Transfer List
      • Stock Transfer Status
      • Stock Transfer Stock Grid
      • Add a Stock Transfer
      • Add Stock to a Stock Transfer
      • Cancel a Stock Transfer
      • Open a Stock Transfer
    • Stocktake
      • Stocktake Security
      • Stocktake Best Practice
      • Stocktake Methodology
      • Stocktake Preparation and Rules
      • Stocktake Session
      • Stocktake Count Modes
      • Stocktake Reports
      • Create a Session
      • Delete and Re-enter Stocktake Counts
      • Add Count
      • Confirm Count
      • Edit Count
      • Print Count List
      • Confirming and Finishing
    • Tabs in the Footer
      • Buying Tab
      • Committed Tab
      • Manufacture Tab
      • Notes Tab
      • Pricing Tab
        • Stock Costs
      • Promotional Pricing Tab
      • Sales Tab
      • Stats Tab
      • Stock On Hand Tab
      • Transactions Tab
      • Vendors Tab
      • Watchouts Tab
    • Tabs in the Header
      • Attributes Tab
      • Descriptions Tab
      • Details Tab
        • Rate Multiplier Setup
        • Cost
        • Decimal Places
        • Dimensions
        • Hide on Invoice
        • Labour Content
      • Kitting or Packaging Tab
      • Locations Tab
      • Stock Tab
        • Barcode
        • Measures
        • Qty by Locations Grid
        • Serial and Attribute Requirements
        • Stock Code and Description
        • Stock GL Groups
        • Stock Groups
        • Stock Types
          • Applies Stock
          • Special Stock
        • This Stock I
    • Warehouse Management
    • Add Groups to Stock
    • Add a Document to Stock
    • Add Images to Stock
    • Add Multiple Stock Records
    • Add Service Stock
    • Add Stock
    • Add Vendor Codes
    • Backfill Stock Sold in Advance
    • Buy and Sell in Different Measures
    • Buying your own stock
    • Change a Serial Number on a Stock Record
    • Change Stock GL Group
    • Create a Stock List
    • Create Similar
    • Deactivate a Stock Code
    • Deactivate Stock in Bulk
    • Generate Backdated Stock on Hand Report
    • Handle Warranty Stock
    • Import Vendor Pricing
    • Merge Stock Codes/Supersede 
    • Move Stock from Depleting to Asset
    • Print Shelf Talkers
    • Print Stock Reports
    • Sell Stock in Advance
    • Set up Pricing
    • Stop Users From Giving Discounts
    • Track Serial Numbers
    • Unallocate Stock
    • Update Stock List Price Ex
    • Update Stock Records
    • Use Stock Select
    • Use Your Own Inventory
    • View or Edit Stock
    • Write off Stock
• Advanced Warehouse Management
  • Concepts
  • Setup
    • Warehouse Management
    • Allocate Stock to Bins
    • Bin Terminology
    • Zones
    • Stock Bins
    • Global Variables for Warehousing
    • Warehouse Security
  • Dispatch List
  • Explanation of Colours
  • Jobs
  • Purchasing
  • Add stock to Bins in Bulk
  • View Stock in Bins
  • Stock Packaging
  • Transfers
    • Between Bins
    • Between Locations
    • Replenish Primary Bins
    • Transfer Between Bins in Bulk
• Managed Services Edition
  • Project Security
  • Set Up Managed Services
    • Enable Projects
    • Set up Job Types
    • Managed Services Options
    • Set Up Actions
    • Project Types
    • Stock Yield Types
    • Items
  • Assets
    • Assets Security
    • Asset List
    • Asset Header
    • Asset Footer
    • Asset Grid Fields
    • Add an Asset
    • Add an Item
    • Add Documents to Assets
    • Link Templates to Assets
  • Preview Pane
  • Project Footer Tabs
  • Project Header
  • Project List
  • Project Reports
  • Project Templates
    • Template Security
    • Template Restrictions
    • Included Templates
    • Template Rules and Action Wizard
    • Actions and Action Groups
    • Project Template Creation
      • Create Billing Templates
      • Delete Template
      • Generating Jobs Using Project Templates
      • Escalation Templates Example
      • Non-Billing Template Setup and Usage
      • Project Job Templates Example
      • Project Template Creation Example 1
      • Project Template Creation Example 2
      • See all Templates That Have Been Created
    • Use Template Merge Functionality
  • Promotional Pricing
  • Workflow Example
  • Add a Job to a Project
  • Add a Document to a Project
  • Add Recurring Managed Service Jobs
  • Create Similar Project
  • Job Profit Report Setup Requirements
  • Prepaid Labour Reporting
  • Set up a Managed Service Contract
• Managed Print Services Edition
  • Changes from v4.3 to v4.5
  • Overview
  • Managed Print Services Security
  • Operation
  • Setups
    • Enable Contracts
    • General Ledger
    • Stock GL Groups
    • Job Types
    • Meter Types
    • Meter Types Setup
    • Meter Billing Stock
    • Managed Print Services
    • MPS Finance
    • Asset
    • EKM Option
    • EKM Setups
    • Groups
    • Add Meter Stock
    • Contract Setups
      • Actions
      • Contract Types
      • Contract Deal Types
      • Contract Finance Inertia
      • Contract Finance End of Term
      • Stock Yield Types
      • Page Source
    • Price Levels and Price Templates
    • Macros
    • Email Templates and Editor Rules
    • MPS Connectors Configuration
    • Status
    • Toner Stock
  • Other Options
    • MPS Finance
    • Asset
    • EKM
  • Items
    • Items List
    • Create an Item
    • Importing Items
    • Importing Item Meters
    • Add Documents to items
  • Templates
    • Template Security
    • Actions and Action Groups
    • Attach a Template to Contract
    • Included Templates
    • Merge Templates
    • Delete Template
    • Template Rules
  • Advanced Creditors
  • Assets
    • Assets Security
    • Asset Header
    • Asset Grid
    • Asset Lists
    • Asset Footer Tabs
      • Active Jobs
      • Invoiced Jobs
      • Related Stock
      • Templates
      • Notes Documents Watchouts Tabs
    • Preview Pane
    • Add an Asset
    • Add an Item
    • Add Documents to Assets
    • Linking Templates to Assets
    • Asset End Start Reads
    • Service Meter Reads
  • Contracts
    • Contract Security
    • Contract Lists
    • Contract Header
    • Contract Footer Tabs
      • Comments
      • Active Job
      • Invoiced Job
      • Meter Trans
      • Meter Setup
      • Related Stock
      • Default Stock
      • Templates
      • Linked Contracts
      • Open Balance
      • Overview
    • Contract Examples
      • Standard Master Contract
      • Master with Multiple Children
      • Add or Remove a Child from a Master
      • Contract with Price Break Point
      • Master with Average Billing
      • Master Clawback All Unders at Current Rate
      • Master Clawback All Unders at Historical Rate
      • Master Clawback All Unders Overs at Current Rate
      • Master Clawback Open Unders and Overs at Current Rate
      • Master Clawback Open Unders at Current Rate
      • Master with Different Billing Periods
      • Master with Black A3, A4 Meters and Min Volume
      • Master with Multiple Children and Min Volume
        • Master Meter does not copy to all children
      • Master with Multiple Children with Different Black Rate
      • Master or Standalone with Free Pages
      • Master or Standalone with Prepaid Pages
      • Third Party Contract Examples
        • Contract Serviced by 3rd Party
        • Contract Serviced by 3rd Party with Base Charge
        • Contract Serviced by 3rd Party with Minimum Charge
        • Contract Serviced by 3rd Party with Minimum Volume Charge
    • Contract Variations
      • Example Variation
      • Finish Child on Master
    • Add a Document to a Contract
    • Change Bill Date on Contract
    • Copy Fields to Child Contract Explanation
    • Create Similar Contract
    • Terminate a Contract
    • Unlink a Child from a Master
  • Contract Reports
  • Meter Overview
    • Meter Billing Reports
    • Read Entry Period and Exclude Meter Reads Older Explanation
    • Meter Setup and Examples
      • Meter Examples
        • Simple Meter Examples
        • 3 Tier Colour Coverage
          • Consumable Coverage on 3 Tier Billing Stock
          • 3 Tier Colour Billing
          • 3 Tier Colour Billed with Total Colour Rate
          • 3 Tier Colour Min Volume on Colour Total
        • Advanced Meter Setup
        • Base Charge
        • Base Charge and Base Rate
        • Black A3 and Black A4 Meter Min Volume Over the Two Meters
        • Black A3 and Separate A4 Meter
        • Clawback Meters
        • Contract with Total Meter
        • Estimate Meter Reads
        • Free, Prepaid Block and Page Billing
          • Billing Using Prepaid Blocks
          • Billing Using Expiring Prepaid Blocks
          • One off Free Pages
          • Prepaid Pages
        • Minimums Examples
          • Minimum Charge/Dollar Amount
          • Min Dollar Amount for Black Only
          • Minimum Volume for Black
        • PMP Plan Meter Setup
        • Split Meter Setups
        • Unders and Overs Meter Setup
  • Meter Reading Options
    • Add Manual Meter Readings
    • Meter Read vs Effective Meter Read
  • Service
  • Billing
    • Meter Billing Read Screen
    • Request Meter Reading
    • Enter Meter Readings
      • On Standalone contracts
      • As a batch working down the List
    • Invoice Meter Readings
    • Meter Billing Purchase Order Creation Rules
    • Billing Examples
      • Split Billing 2nd Party
      • Service and Finance Split Billed as Single Amount
      • Create a Non Billing Template
      • Bill a Master Contract
      • Bill Exact Amount Using a Balancing Meter
  • Consumables
    • Consumable Stock Yield
  • Preview Pane
    • Asset Reads Preview
    • Contract Preview
    • Yields Preview
  • Apply Price Increases
  • Invoicing
    • Invoice Third Party for Labour
    • Manage Invoicing Multiple Masters
    • Produce a Summary Invoice
  • Recommended Reports
  • Refurbishing and Replacing Machines
    • Refurbish Machines with Special Stock and Sales Kit
    • Refurbish Machines with Special Stock and Manufacturing
    • Refurbish Photocopier Parts
    • Replace a Machine Part
  • Reset Meters to 0 in v4.3 Style Contracts
  • Reverse Incorrect Meter Reads
  • Set Up and Use Text Email Request
  • Set Up and Use Web Meter Reads
  • Set up QR Code
• Multi-Company
  • Multi-Company Security
  • Set up and Use Multiple Companies
    • Multi-Company Options
    • Multi-Company Setups
    • Company Logos
  • Company Accounts
  • CardFiles, Quotes, Jobs, Purchase Orders
  • Inter-Company Stock Availability and Usage
  • Inter-Company Stock Transfers
  • Inter-Company Costs Transfer
  • Transfer Accounts Between Companies
  • Transfer Funds Between Companies
  • Close Financial Year
  • Commission Sessions
  • Business Analysis
    • Balance Sheet
    • Profit and Loss
    • Budgets
• Multi-Currency
  • Multicurrency Security
  • Setup
    • General Ledger
    • Options
    • Currency Setups
    • Currency Rates
    • Bank Account
    • Customer/Vendor Details
  • Working with Multicurrency
    • Multicurrency Definitions
    • Creditor/Debtor Lists
    • Adjustments Up/Down
    • Entering Cheques/Deposits
    • Transferring Funds
    • Invoicing and Multicurrency
    • Calculated Exchange Rate
    • Bank Reconciliation
  • Accounting
    • Transaction Journal
    • Journal Types
  • Multicurrency Revaluation
    • Revaluation Session
    • Reversing a Previous Revaluation Session
  • Business Analysis
  • Purchasing
    • Purchase Orders
    • Purchase Order List
    • Finishing a Purchase or Expense Order
  • Stock
    • Landed Cost
    • Return to Vendor
  • Transfer From Home Account to Overseas Account
• Retail/EFTPOS
  • Options and Setups
  • Invoice Authentication Security
  • Settings to Speed up Invoicing
  • Quick Logon Mode
  • Cash Drawer Control
  • Set up PC-EFTPOS
  • Set up Tyro EFTPOS
  • Add a Retail Item
  • Invoice Name on Job
  • Retail Quick Start
  • Use Retail Jobs
  • Create a Manual Payment for EFTPOS
  • Cash Refunds
  • Cash Rounding
  • Receipt Printing Reports
  • Reprint POS Invoices
  • Recording Debtor Payments
  • Till Reconciliation
    • Cash Calculator in Till
    • Cash Rounding
    • Till Reconciliation Report
• Jim2Cloud
  • Jim2Cloud Technical Requirements
  • Jim2Cloud Status
  • Jim2Cloud Setup and Access for PC
  • Jim2Cloud Setup and Access for MAC OS
  • Jim2Cloud Access for Android
  • Jim2Cloud Access for iOS
  • Jim2Cloud Error Messages
  • Jim2Cloud FAQ
  • Jim2Cloud Local Region Setting
  • Add and Link to On Premises Document
  • Add a Document Within Jim2.Cloud
  • Change Password in Jim2.Cloud
  • Error Printing PDF files
  • Import Files from Your PC to Jim2.Cloud
  • Open or Save Files from Jim2.Cloud
  • Set up Jim2 Mobile for Jim2.Cloud
  • Set up Printer for Jim2.Cloud
  • Tyro EFTPOS Integration in Jim2.Cloud
  • Windows Cached Credentials
• Jim2 Mobile v2
  • Configure Jim2 Mobile v2
  • Set up Jim2 Mobile v2 for Android
  • Set up Jim2 Mobile v2 for iOS
  • Set up Jim2 v2 Mobile Options
  • Log on and off Jim2 Mobile v2
  • Home Screen Overview v2
  • CardFiles on Jim2 Mobile v2
  • Add Contact to CardFile
  • Add Service Meter Reads to Jim2 Mobile v2
  • Capture Signature
  • Documents on Jim2 Mobile v2
  • Add Documents and Images to Jim2 Mobile v2
  • Email Documents from Jim2 Mobile v2
  • Email on Jim2 Mobile v2
  • Jobs on Jim2 Mobile v2
  • Create a Job from an Email
  • Schedule on Jim2 Mobile v2
  • Stock on Jim2 Mobile v2
  • Timers on Jim2 Mobile v2
  • Jim2 Mobile v2 Connection Issues
  • Jim2 Mobile v2 Error
  • Lost or Stolen Mobile Device
  • Disable Jim2 Mobile v2
• Happen EKM
  • What's New in Happen EKM
  • Getting Started
  • Asset Management
    • Asset Registration
    • Restore a Deleted Device
  • Happen EKM Reports
  • Status Alerts
  • Service Management
  • Create a Customer
    • Create Zones
    • Create a Delivery Location
  • Create a Monitor
    • The Monitor Console
    • Install and Initiate a DCA Monitor
    • Manually Restart DCA Monitor Service
    • Set up and Manage Discoveries
    • Monitoring Loops
    • Where to find DCA log files
    • How to Update Monitor Version
  • mpsGO
  • Deploy Remote Install Template
  • Configure Consumables Management
    • Consumables Management
    • Consumables – Portal Request Thresholds
  • Automated Toner Job Creation
  • Daily Tasks
  • Incident Management
  • DCA Release Notes
  • EKM User Roles
• Jim2 Integrations
  • Freight Integration AustPost and StarTrack
  • Freight Integration MachShip
  • Freight Integration Openfreight
  • Autotask Connector
    • Lookup Mappings
    • Resource Mapping
    • Filters Tab
    • Autotask Polling & Data Flow
    • Tickets
    • Known Errors
• Jim2 API
  • Getdata Custom Endpoint
  • Jim2WebAPIGetData System Table
  • Postman Auth Example
  • Installation and Configuration
  • After Restoring from a Backup
• Jim2Commerce Portal
  • Setup Guide
    • Product Fields
    • Product Stock Group Management
      • Product Report Groups - Yellow Tag
      • Product Non Report Groups - Green Tag
      • Brand - Blue Tag
    • Publish Products to Portal
    • Portal Image Naming
    • Image and Document Tags
      • Category Images
      • Manufacturer Images
      • Customer and Store Specific Images
      • Image Guidelines
      • Web Image Specifications
    • Customer Logo
    • Miscellaneous Product Tags
    • User Configurations
  • Quick Reference Guides
    • Product Upload
    • Category Images
    • Manufacturer Images
    • Unpublish a Product from Portal
    • Enable Old and New Prices
    • Happen Pay Refunds
  • Affiliates
  • Banners
    • Anywhere Sliders
    • HTML Widgets
    • JCarousel
    • Smart Product Collections
  • Bulk Ordering
  • Contact Us Maps Setup
  • Content Management
    • Blogs
    • Message Templates
    • Text Locations
    • Topics (Pages)
  • Customer Specific Catalogues
  • Internal User Setup Impersonation
  • Jim2Commerce Freight
  • Linked Parent Child Portal Setup
  • Mega Menu
  • Products
    • Portal Product Tags
    • Multiple Product Categories
    • Product Gender and Colour Distinctions
    • Product Ribbons
    • Product Specifications Strategy
      • Product Specifications
      • Product Specifications Bulk Entry
    • Bulk Upload and Link Images
    • Specification Attributes
  • Refill Ordering
  • Return Requests
  • Ship Address Management
  • Stock – Attachments
  • Stock – Embroidery Setup
  • Store Locator Documentation
  • Virtual Product Setups
• Jim2 Technical Knowledge Base
  • Terminal Server
  • Date and Time Settings
  • Regular Expressions
  • Technical Knowledge FAQs
  • Zebra Printers
  • Zetafax
  • Jim2 Server
    • Jim2 Server Console
      • Backup
      • Back up and Restore Database
      • Change the Name of Your Database
      • Connecting to Jim2 Server
      • Create Training Database
      • Database Maintenance
      • Import Email
      • Jim2 Server Console Authentication
      • Licence
      • Locks
      • Move Jim2 Database to a New Location
      • Move Jim2 to a New Server
      • Move Jim2 to New SQL Instance on Same Server
      • Next Object #
      • Change Next Object Number
      • Options
      • Remove an Old Database
      • Restore
      • Scheduled Backup
      • Sessions
      • Set up eBusiness Supply
      • Update Your Licence
  • Jim2 Configuration Manager
    • Jim2 Configuration Manager Tasks
    • Configure Jim2 Server
    • Jes Setup
    • Start/Stop Jes
    • Configure Jes
      • Set up Stock Feed Processing
        • Generic .csv Feed File Format
        • Is Your Vendor Supported?
        • Jim2 .xml Feed File Format
        • Alloys Setup
        • Bluechip Infotech Setup
        • Dicker Data Setup
        • Dynamic Supplies Setup
        • Ingram Micro Setup
        • Konica Minolta Setup
        • Leader Systems Setup
        • Multimedia Technology Setup
        • Ricoh Setup
        • Synnex Setup
        • Techdata Setup
      • Set Up Cloud Services for Jim2 Mobile
      • Modules Tab
      • BE Config Tab
      • Set up MPS Connectors
      • Are Vendor Feeds Updating?
    • Set up Electronic Purchase Orders
      • Konica Electronic Order Setup
      • Ricoh Electronic Order Setup
    • Submit Orders
      • Submit Orders by Saving to File
      • Submit Orders via Email
  • Jim2 eBusiness Suite
    • Features
    • Jim2 eBusiness Framework (Jef)
      • Before Installing Jef
      • System Requirements
      • Hosting/ISP Checklist
      • Jef Setup
        • Before you begin
        • Run JefSetup Program
        • Use Jim2 CM to set up Jes
        • Set Up Jef Users/Contacts
      • Managing Your Website
        • Overview
        • Design Mode Introduction
        • Steps to Set up a New Page
        • Remove Logon Panel from Meter Read Page
      • Customising Jef
      • Terminology
      • eBusiness Service
        • eBusiness Service Overview
        • eBusiness Service Installation
    • Jim2 eBusiness Server (Jes)
      • Jes Administration/Management
      • Jes Configuration File
      • Jes Modules
        • B2BIn
        • Cloud Services
        • Core
        • MPS Connectors
        • Notify
          • How Notify Module Works
        • PO CSV Import
        • Publish
        • Share Directory
        • Stock Feed
        • TCP
  • Jim2 Setup Wizard for Blank Database
  • Create database from blank database
• Trouble Shooting
  • Backup Failure
  • Close the current window
  • Database Size Maintenance
  • Editing Core Fields in Stock
  • Error Messages and Logging
  • Font Scaling in Windows
  • Jim2 Help Not Working
  • Invoice Printing Issues
  • Jef Issues
  • Jim2 Connection Issues
  • Jim2 Freezes
  • Jim2 Server Scheduled Backup Fails
  • Jim2 Server Service Does Not Start
  • Jim2 Upgrade Fails
  • Outdated SQL Drivers
  • Printing Issues
  • What to do if Backup Drive is Full
  • System Locked by User
  • Active Job Unread Email