Basic Setup of Jim2

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After running through the setup wizard, following are some basic tasks to be completed before using Jim2.

▪Set up chart of accounts to suit your company requirements.

▪Set up stock GL groups.

▪Create company logo for reports.

▪Import stock.

▪Import customer/supplier/user card files.

▪Set up job Items.

▪Go through Setups and Options.

▪Choose a database colour.

▪Enter opening balances – general ledger, stock (via opening balance purchase orders), creditors, debtors.

▪Enter open transactions (purchase, quotes, jobs).

 

Contact support@happen.biz for further information, if required.

 

Further information

Run other instances of Jim2

Anti Virus Exclusions

Add a JES Instance

Jim2 Configuration Settings

Changing Servers and/or Databases

Firewall Exceptions