Multi-Company Options

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On the ribbon, go to Tools > Options > General.

 

Enable multicompany

 

Quality

Note: To add a new company name, a new Jim2 key will be 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 messages in objects and reports stating invalid per licence if the company is not in the key.

 

Tick Enable Multiple Companies. Enter the Item to be used for intercompany transfers, and the job type to be used for intercompany purchases. Log off and back on to Jim2.

 

Add cardfiles for the company entities, ensuring they are ticked as both Customer and Vendor. These cardfiles must have the name entered exactly as it appears in the key.

 

Info

Which cardfiles relate to which company can be seen via the CardFile List when using a nominated company on the cardfile. See CardFiles, Quotes, Jobs, Purchase Orders for more information.

 

cf list w company

 

hmtoggle_arrow1Branches

 

hmtoggle_arrow1Tools > Options > Banking

 

Further information

Multi-Company Options

Multi-Company Setups

Company Logos