▪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 (including Document security), and 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 company,as applicable.
▪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.
▪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.
▪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.
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Note: With intercompany transactions where a sales job has resulted, this can be unprinted, however it is not possible to unprint the corresponding purchase order in the other company from the same transaction.
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▪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, you can 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.
▪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.
▪Email rules, 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.
▪Watchouts are not company specific.
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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.
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