What's New in Jim2
Build Update Information
Getting Started with Jim2
Navigating Jim2 Help
Technical Requirements
Jim2 Methodology
Feature Options
Jim2 Software Setup
Multi-Window Option
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
Logging On
Logging Off
Multi-Factor Authentication
Run Multiple Sessions of Jim2
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
Jim2 System Reports
Jim2 User Interface
Hyperlinks
Jim2 Menu
Jim2 Ribbon
Nav Tree
Preview Pane
Quick Access Toolbar
Searching Within Jim2
Work Area
Explanation of Colours
Lists
List Security
Live Lists
Customise Lists
Grouping Lists
Meaning of Checkboxes
Published Lists
Create a Published List
Create a List from a Hyperlink
Multicolumn Sorting
Naming Lists
Pinning Lists
Reset 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
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
HappenPay by Link
Banking
Scheduling
eBusiness
Documents
Other
Printers
Email
Retail & Eftpos
Setups
Accounting
Budgets
Branches
Sub Branches
Currency
GL Departments
Stock GL Groups
Tax Codes
Change Tax Percent
Banking
Payment Types
Tills
Merchants
CardFiles
Contact Types
Payment Terms
Price Levels
Price Ranking
Jobs
Job Priority
Descriptions
Job Type
Labour Type
Ship Via
Ship Via Item Types
RFC 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
Expired Secret Key
Google Workspace Setup
Email Tags
Email Folders
Other
Note Types
EKM Consumable
Quote Setups
Status
Individual Status Security
Add a New Status
Change a Status
Status Report
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 Export to Excel
Security on Preview Pane
Set Security on Selling Price Level
Export Security Details
History
Integration Configuration
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
Signable Reports
Trackable Reports
Report Designer How to
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
Edit a Report
Export a Report
Import a Report
Locate Reports to Export
Make a report Inactive
Set up Back of Page Text on Invoice
Report Designer Issues
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
Debtors and Creditors OB and Close FinYear
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 Reports
Capital Assets
Enter a Capital Asset
Purchase a Capital Asset Under Finance
Sell a Company Asset
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
Debtors and Creditors
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
Debtors How To
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 Payment Against Multiple Debtors
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
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
Creditors How To
Apply a Credit/Prepayment
Cancel a Payment/Cheque
Clear Small Creditor Balances
Create a Creditor Refund
Enter a Credit
Enter a Payment
Enter a Prepayment
Discounts and Account Fee entries
Manage Payment Returned from Bank
Reverse Creditor Entries
Reverse Discounts and Account Fees
Send a Remittance Advice
Show Invoices Due
Unallocate a Payment
Creditors Adjustments Up and Down
Add a Creditors Adjustment Up
Add a Creditors Adjustment Down
Advanced Creditors
Record Debtors/Creditors Contras
Use Debtors and Creditors Adjustments
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
General Journals
General Journal List
General Journal Header
General Journal Footer
General Journal Details Grid
General Journal Reports
General Journal How To
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
General Ledger How To
Add a GL Account
Add Opening Balances
Change GL Account Type
Delete or Make Bank Accounts Inactive
Edit the General Ledger Layout
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
GST How To
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
Transaction Journal
Transaction Journal at a Glance
Transaction Journal Tabs
Transaction Journal Report
Transaction Types
View Opening Balance Journal
General Accounts How To
Charge a Customer an Account Fee
Clear the Historical Balancing Account
Enter ATO Reportable Sub-Contractor Payments
Enter Capital into the Business
Enter Child Support Payments
Enter Government Support Payments
Enter Prepaid Expenses and Amortising Costs
Enter Workers Compensation
Handle Paypal (and Similar)
Manage Petty Cash
Recover Bad Debts
Remove Duplicate Payments in Closed Period
Rounding Issues
Set up a Loan Account
Share Utility Expenses with other Businesses
Suggested End Of Month Procedures
Understanding Debits and Credits
Variance in Trade Creditors and Creditor List Total
Variance in Trade Debtors
Withhold Tax
Work with Tax Codes in Jim2
Write off a Bad Debt
Write off Fixed Asset
Assets
Banking
Banking Security
Bank Deposits
Bank Deposits Screen
Bank Deposit Reports
Branch Banking Sessions
Deposits into Unbanked Funds
Grouping/Sorting in Banking Sessions
Bank Deposits How To
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
Bank Reconciliation How To
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
Adjust Transactions in Finalised Bank Reconciliation
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
Cheque Book How To
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
Transfer From One Bank Account to Another
Transfer Unbanked Funds to Cheque Account
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
BPAY
CardFiles
CardFile Security
CardFiles at a Glance
CardFile Contact Types
CardFile Footer Tabs
CardFile Header
CardFile Preview Pane
CardFile Reports
CardFile Types
User Security
CardFile List
Create a CardFile List
Export a CardFile List
Use CardFile List Results
Time Sheets
Add a Time Sheet
Edit a Time Sheet
Exporting and Reporting
Timers and Labour
Billable v Actual Labour
Labour Entry Screen
Labour Timers
CardFiles How To
Add a CardFile
Add Prospect CardFile
Add CardFiles to Groups
Add/Update Contact Details
Add/Update Customer Details
Add Customer-Specific Reports
Add Documents to CardFiles
Add Groups to a CardFile
Add Mulitple CardFiles
Add Vendor Details
Add/Update User
Add an Accountant Login
Auto Postcode/Suburb Lookup
Browse for a CardFile
Bulk Update CardFiles with BPAY Ref
CardFile Merging & Deleting
Deactivate CardFiles
Email from CardFile List
Export a CardFile Report to Spreadsheet
Export Email Contact Report
Make Prepayments/Refunds
Quick Add CardFile
Reassign Users and Account Managers
Reassign Prior to Today
Set up Overseas Customer
Update Multiple CardFiles
View CardFile Transactions
View or Edit a CardFile
Copy Move Merge
Custom Filters
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 at a Glance
Document Lists
Documents and Objects
Folders, Tags and Categories
Hidden Documents
Document Preview
Document Status
OneDrive and Sharepoint Integration
Tabs in the Footer
Version Control
Documents How to
Add Documents
Add or Link Existing Document
Check Out/In a Document
eBusiness
eBusiness Security
eBusiness Connect Framework
eBusiness Rules
eBusiness and the Publish Price to Options
Customer Stock Feeds and Setup
Vendor Stock Feeds
Import Vendor Stock Feeds
eBusiness Transactions
eBusiness and Stock
Email (inc. Archiving)
Email Overview
Before You begin
CardFiles and Emails
Email Lists
Email Macros
Email Macros Syntax
Email Preview Pane
Email Tokens
How Email 'From' Works
Other Email Functions
Email Editor Rules
Email Editor Functions
Email Rules
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
Create a Job From an Email
Link an Email to a Job
Determine PO from Email
Linking External Emails
Email Templates
Create a Default Email Template
Create/Update Email Template
Set up and Use Random Email Templates
Use Email Templates
Email Archiving
Email Archive – Setup Configuration
Restore Archived Emails
Email Archive Rules
Create an Email Archiving Rule
Execution Order
Conditions
By Object and By Report
Applying Archive Rules
Actions
Email Security: Overview
Set Up Email Security
Email Tags
Manually Move and Tag Emails
Automatically Tag Incoming Email to Job
Email How To
Add Email Folders and Tags
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
Link an Email to Job, PO, Quote, etc.
Out of Office Message
Send and Receive Emails
Set up SMS via Email
Export a Report
Export Data
Factor a Procedure with 3rd Party Debtor Finance
Give a Customer a Permanent Discount
Invoicing
Default Invoice Report Options
NZ Invoices to Handle Billing NZ GST
Invoicing How to
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 List of COD 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
Save an Invoice Locally
Send Multiple Invoices in One Email
Unprint an Invoice and Reverse Payment
Find a cancelled invoice
Items
Items Security
Items at a Glance
Item Footer Tabs
Item Header
Items List
Item Preview Pane
Item Reports
Item Stock Selection Grid
Item User Selection Grid
Items How To
Add an Item
Export an Item to Spreadsheet
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 Security
Jobs at a Glance
Job Comment Grid
Job Header
Job Preview Pane
Job Reports
Job Status
Job Stock Grid
Job List
Auto Pick Stock
Branches in Lists
Create a Job List
Print a List of Jobs
Job Footer Tabs
Cost Tab
Invoice Details Tab
Job Tab
Labour Tab
Linked Jobs/Quotes Tab
Promotional Pricing Tab
Stats Tab
Tasks Tab
Jobs How To
Add a Job
Add Billable Labour to a Job
Add Fuel Levy
Add Labour to 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
Change Tax Code on a Job
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
Email from a Job List
Export a Job Report to Spreadsheet
Export Actual Labour
Export Labour Hours from a Job
Handle Part Delivery of Jobs
Hire Stock to a Customer
How Job status affects the GL
Job/Order Prepayments/Refunds
Import Jobs
Make Progress Payments and Claims
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
Dispatch
Dispatch Setups
Use Dispatch
Assign Stock Lines to Dispatch Items
View, Print or Export a Dispatch Session
Delete a Dispatch Session
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
Return from Customer How To
Add a Return From Customer
Add Restocking Fee to RFC
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
Labour
Management
Management Security
Management Reports
Accounts
Advance Warehouse
GST Reports
Job Reports
My Reports
Stock Reports
System Reports
Top x Reports
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
Pay Commission to a Contractor
Projects
Purchases and Expenses
Purchases Security
Expenses at a Glance
Expense Order Stock Grid
Purchases at a Glance
Debtors Purchase Orders
Expenses Tab on POs
Opening Balance Purchase Order
Purchase/Expense Comment Grid
Purchase/Expense Order Footer Tabs
Purchase/Expense Order Header
Purchase/Expense Preview Pane
Purchase Order Approval Process
Purchases/Expenses Status
Purchase Order List
Purchase Order List Header
Purchase Order Reports
Purchase Order Stock Grid
Purchases and Expenses How To
Add a Purchase Order
Add an Expense Order
Add a Negative Expense Order
Add a Document to an Order
Add an Amount to a PO when Finished at $0
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 Progress Payments on Purchase Orders
Enter Serial Numbers
Enter Staff Purchases
Enter Vendor Price Breaks
Export a Purchase Report to Spreadsheet
Fix Incorrect Pricing after PO Finished
Fix Incorrect Vendor on Purchase Order
Handle Employee Reimbursements
Handle a Credit for Freight Charged
How Does Cost of Goods work
How PO Status Affects the GL
Link a Job to a Purchase Order
Link Expenses to a Purchase Order
Print a Purchase/Expense Order
Purchase Consignment Stock
Receive Consignment Stock
Receive Stock
Record One Invoice Number on Multiple POs
Record Overseas Purchases, GST, Import Costs
Round up Supplier Invoices
Scan Stock into a Purchase Order
Unprint Purchase/Expense
View or Edit a Purchase/Expense
Return to Vendor
Return to Vendor Footer
Return to Vendor Header
Return to Vendor List
Return to Vendor Reports
Return To Vendor Status
Return To Vendor Tabs
Return to Vendor How To
Add a Return to Vendor
Add an RTV Against a Different Vendor
Add an RTV Against Multiple POs
Add an RTV for Stock Not Purchased in Jim2
Add Discount or 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 Stock Grid
Unprint a Return to Vendor
View or Edit a Return to Vendor
Quotes
Quotes Security
Quotes at a Glance
Quote Header
Quote Footer Tabs
Cost Tab
Text Tab
Invoice Details Tab
Linked Jobs
Promotional Pricing
Quote List
Quote List Header
Quote Preview Pane
Quote Reports
Quote Status
Quote Stock Grid
Quote Stock Availability
Quote Comment Grid
Quotes How To
Add a Quote
Add a Document to a Quote
Add Freight to a Quote
Add Stock to a Quote
Bulk Email from a Quote List
Create a Job from a Quote
Create Quote from Previous or Similar Quote
Create a Quote List
Create a Template for Recurring Quotes
Export a Quote to Spreadsheet
Personalise Quotes
Print a Quote
Use Comments to Track Quote Progress
View or Edit a Quote
Rebates
Record a Customer Rebate
Record a Vendor Rebate
Record Commission from Vendor
Retentions
Scheduling
Scheduling Security
Scheduling at a Glance
Scheduling in the Ribbon
Scheduling Reports
To-Do Tasks
Synchronise with Outlook
Right Click Options
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
The Task List
Adding Tasks
Add a New Task
Sell and Redeem Gift Cards
Standard Object Footers
Standard Form Buttons
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
Stock at a Glance
Stock List
Stock Preview Pane
Stock Pricing
Stock – Order of Pricing
Stock Reports
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
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
Manufacturing
Add Single Level Manufacturing Stock
Set up and Use Multi-Level Manufacturing
Manufacturing Stock
Add a Manufacturing Item
Add Stock to a Manufacturing Item
Add a Manufacturing Job
Manufacturing Purchase Orders
Auto Create Manufacturing Jobs and POs
Include Labour in Cost When Manufacturing
Unprint a Manufacturing Job
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
Barcodes for 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 Procurement
Days Supply Stock Procurement
Min Qty Stock Procurement
Stock Procurement List Grid
Stock Procurement Header
Quick Start
Transfer Stock via Stock Procurement
Stock Transfers
Stock Transfer Comment Grid
Stock Transfer Header
Stock Transfer List
Stock Transfer Reports
Stock Transfer Status
Stock Transfer Stock Grid
Stock Transfers How To
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
Stocktake How To
Create a Session
Print Count List
Add Count
Edit Count
Delete and Re-enter Stocktake Counts
Confirming and Finishing
Stock How To
Add Stock
Add Service Stock
Add a Document to Stock
Add Groups to Stock
Add Images to Stock
Add Multiple Stock Records
Add Vendor Codes
Backfill Stock Sold in Advance
Buy and Sell in Different Measures
Buy 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
Export a Stock Report to Spreadsheet
Generate Backdated Stock on Hand Report
Handle Warranty Stock
Import Vendor Pricing
Make Donations of Stock
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 Existing Stock Pricing
Update Existing Vendor Pricing
Update Lead Time on Vendor Tab
Update Stock Procurement Data
Update Stock Records
Use Stock Select
Use Your Own Inventory
View or Edit Stock
Write off Stock
Use Gift Card for Purchases
Advanced Warehouse Management
Concepts
Setup
Bin Terminology
Zones
Warehouse Management
Warehouse Security
Stock Bins
Allocate Stock to Bins
Add stock to Bins in Bulk
Global Variables for Warehousing
Explanation of Colours
Jobs
Pick Stock
Dispatch List
Purchasing
Find Where Stock is in Bins
Stock Packaging
Transfers
Between Bins
Between Locations
Replenish Primary Bins
Transfer Between Bins in Bulk
Happen EKM
What's New in Happen EKM
Happen EKM and Jim2 Integration
Happen EKM Getting Started
Happen EKM Asset Management
Happen EKM Asset Registration
Happen EKM Restore a Deleted Device
Happen EKM Reports
Happen EKM Status Alerts
Happen EKM Service Management
Happen EKM Create a Customer
Happen EKM Create Zones
Happen EKM Create a Delivery Location
Happen EKM Create a Monitor
Happen EKM The Monitor Console
Happen EKM Install and Initiate a DCA Monitor
Happen EKM Manually Restart DCA Monitor Service
Happen EKM Set Up and Manage Discoveries
Happen EKM Monitoring Loops
Happen EKM Where to find DCA log files
Happen EKM How to Update Monitor Version
Happen EKM Delete a Monitor and Customer
Happen EKM mpsGO
Happen EKM Deploy Remote Install Template
Happen EKM Configure Consumables Management
Happen EKM Consumables Management
Happen EKM Consumables – Portal Request Thresholds
Happen EKM Automated Toner Job Creation
Happen EKM Daily Tasks
Happen EKM Incident Management
Happen EKM DCA Release Notes
Happen EKM User Roles
Happen EKM Remote EWS
HappenPay
HappenPay by Link
Jim2 API
Jim2 API Current API Capabilities
Jim2 API Postman Auth Example
Jim2 API Installation and Configuration
Jim2 API After Restoring from a Backup
Jim2Cloud
Jim2Cloud Technical Requirements
Jim2Cloud FAQ
Jim2Cloud Setups
Jim2Cloud Setup and Access for PC
Jim2Cloud Setup and Access for MAC OS
Jim2Cloud Access for Android
Jim2Cloud Access for iOS
Authentication
MFA on Shared Devices
Passwordless Signin with Microsoft Authenticator
Yubikey or FIDO2 Security Key Setup
Jim2Cloud How To
Add and Link to On Premises Document
Add a Document Within Jim2Cloud
Import Files from Your PC to Jim2Cloud
OneDrive Sharepoint Signin
Open or Save Files from Jim2Cloud
Set up Jim2 Mobile for Jim2Cloud
Set up Printer for Jim2Cloud
Tyro EFTPOS Integration in Jim2Cloud
Windows App Information
Jim2Cloud Troubleshooting
Error Printing PDF files
Jim2Cloud Local Region Setting Issue
Jim2Cloud Error Messages
No Resources Available in Windows App
Jim2Commerce Portal
Jim2Commerce Setup Guide
Jim2Commerce Product Fields
Jim2Commerce Product Stock Group Management
Jim2Commerce Product Report Groups - Yellow Tag
Jim2Commerce Product Non Report Groups - Green Tag
Jim2Commerce Brand - Blue Tag
Jim2Commerce Publish Products to Portal
Jim2Commerce Portal Image Naming
Jim2Commerce Image and Document Tags
Jim2Commerce Category Images
Jim2Commerce Manufacturer Images
Jim2Commerce Customer and Store Specific Images
Jim2Commerce Image Guidelines
Jim2Commerce Web Image Specifications
Jim2Commerce Customer Logo
Jim2Commerce Miscellaneous Product Tags
Jim2Commerce User Configurations
Jim2Commerce Company Allowance Setup
Jim2Commerce Quick Reference Guides
Jim2Commerce Product Upload
Jim2Commerce Category Images
Jim2Commerce Manufacturer Images
Jim2Commerce Unpublish a Product from Portal
Jim2Commerce Enable Old New Prices
Jim2Commerce Happen Pay Refunds
Jim2Commerce Affiliates
Jim2Commerce Banners
Jim2Commerce Anywhere Sliders
Jim2Commerce HTML Widgets
Jim2Commerce JCarousel
Jim2Commerce Smart Product Collections
Jim2Commerce Bulk Ordering
Jim2Commerce Contact Us Maps Setup
Jim2Commerce Content Management
Jim2Commerce Blogs
Jim2Commerce Message Templates
Jim2Commerce Text Locations
Jim2Commerce Topics (Pages)
Jim2Commerce Customer Specific Catalogues
Jim2Commerce Internal User Setup Impersonation
Jim2Commerce Freight
Jim2Commerce Mega Menu
Jim2Commerce Products
Jim2Commerce Portal Product Tags
Jim2Commerce Multiple Product Categories
Jim2Commerce Product Gender and Colour Distinctions
Jim2Commerce Product Ribbons
Jim2Commerce Product Stock Image Allocation
Jim2Commerce Specification Attributes
Jim2Commerce Product Specifications Strategy
Jim2Commerce Product Specifications
Jim2Commerce Product Specifications Bulk Entry
Jim2Commerce Refill Ordering
Jim2Commerce Return Requests
Jim2Commerce Ship Address Management
Jim2Commerce Stock – Attachments
Jim2Commerce Stock – Embroidery Setup
Jim2Commerce Store Locator Documentation
Jim2Commerce Virtual Product Setups
Jim2 Integrations
Autotask Connector
Autotask Connector Lookup Mappings
Autotask Connector Resource Mapping
Autotask Connector Filters Tab
Autotask Connector Tickets
Autotask Polling & Data Flow
Autotask Connector Known Errors
Autotask Asset to Autotask Config Items Sync
Autotask Cardfile Notes to Autotask Company Notes
Autotask Opportunity to Jim2 Quote Sync
Autotask Purchase to Jim2 Purchase Sync
Autotask Ticket Options
Freight Integration AustPost and StarTrack
Freight Integration MachShip
Freight Integration Openfreight
Freight Integration Shippit
Jim2 Mobile v2
Configure Jim2 Mobile v2 via Jes
Jim2 Mobile Setup
Set up Jim2 Mobile v2 for Android
Set up Jim2 Mobile v2 for iOS
Set up Jim2 v2 Mobile Options
Jim2 Mobile General Information
Home Screen Overview v2
CardFiles on Jim2 Mobile v2
Documents on Jim2 Mobile v2
Stock on Jim2 Mobile v2
Jim2 Mobile How To
Log on and off Jim2 Mobile v2
Add Contact to CardFile
Add Documents and Images to Jim2 Mobile v2
Add Jobs to Jim2 Mobile v2
Add Service Meter Reads to Jim2 Mobile v2
Capture Signature
Create a Job from an Email
Disable Jim2 Mobile v2
Email Documents from Jim2 Mobile v2
Email from Jim2 Mobile v2
Schedule on Jim2 Mobile v2
Timers on Jim2 Mobile v2
Jim2 Mobile Troubleshooting
Lost or Stolen Mobile Device
Jim2 Mobile v2 Errors
Jim2 Mobile v2 Connection Issues
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
Managed Services at a Glance
Assets
Prepaid Labour Reporting
Preview Pane
Project Footer Tabs
Project Header
Project List
Promotional Pricing
Project Reports
Bulk Email from a Contract List
Job Profit Report Setup Requirements
Project Templates
Template Security
Template Restrictions
Included Templates
Template Rules and Action Wizard
Actions and Action Groups
Project Template Creation
Create a New Template
Create Billing Templates
Update a Template
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
Managed Services How to
Workflow Example
Add a Job to a Project
Add a Document to a Project
Add Recurring Managed Service Jobs
Create Similar Project
Set up a Managed Service Contract
Managed Print Services Edition
Managed Print Services Security
Changes from v4.3 to v4.6
Overview
Operation
Advanced Creditors
Service
Setups
Enable Contracts
General Ledger
Stock GL Groups
Job Types
Meter Types Differences
Groups
Meter Billing Stock
Add Meter Stock
Managed Print Services
MPS Finance
EKM Option
EKM Setups
Contract Setups
Actions
Contract Types
Contract Deal Types
Contract Finance Inertia
Contract Finance End of Term
Stock Yield Types
Meter Types Setup
Meter Calc Types Setup
Page Source
Price Levels and Price Templates
Macros
Email Templates and Editor Rules
MPS Connectors Configuration
Status
Toner Stock
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
Jim2 API Service Integrations
Ricoh Service Integration
Assets
Asset Options
EKM
Assets Security
Asset Header
Asset Footer Tabs
Active Jobs
Invoiced Jobs
Related Stock
Templates
Notes Documents Watchouts Tabs
Asset Lists
Preview Pane
Add an Asset
Add an Item
Add Documents to Assets
Asset End Start Reads
Incorrect meter read on asset
Linking Templates to Assets
Service Meter Reads
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
Invoicing
Invoice Third Party for Labour
Manage Invoicing Multiple Masters
Produce a Summary Invoice
Consumables
Consumable Stock Yield
Contracts
Contract Security
Contract Lists
Contract Header
Finance Tab
Contract Footer Tabs
Comments
Active Job
Invoiced Job
Billing History
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 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
Finish Child on Master
Asset Swap for Contracts
Add Child to Master Contract
Assets Swaps and Early Billing
Add a Document to a Contract
Change Bill Date on Contract
Copy Fields to Child Contract Explanation
Create Similar Contract
Finance Contracts
Terminate a Contract
Unlink a Child from a Master
Contract Reports
Contract List Meter Averages Report
Contract List - MIF Sales Report
Email from a Contract List
Meter Overview
Meter Billing Reports
Read Entry Period and Exclude Meter Reads Older Explanation
Reset Meters to 0 in v4.3 Style Contracts
Reverse Incorrect Meter Reads
Meter Setup and Examples
Standard B&W and Colour Cost per Copy Contract
Print Management Plans
PMP Contract with Quarterly Bi-Annually Yearly Overs Reconciliation
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
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
Preview Pane
Asset Reads Preview
Contract Preview
Yields Preview
Price Increases
Price Increases via Export/Import
Price Increases via Bulk Updater Script
Managed Print Services Reports
Job Reports
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
Set Up and Use Text Email Request
Set Up and Use Web Meter Reads
Set up QR Code
Multi-Company
Multi-Company Setups
Multi-Company Options
Multi-Company Branches
Multi-Company Security
Multi-Company Setup
Multi-Company Stock Locations Setup
Multi-Company Company Accounts
Multi-Company CardFiles
Multi-Company Company Logos
Multi-Company Accounting and Reporting
Multi-Company Intercompany Costs Transfer
Multi-Company Transfer Accounts Between Companies
Multi-Company Transfer Funds Between Companies
Multi-Company Close Financial Year
Multi-Company Business Analysis
Multi-Company Balance Sheet
Multi-Company Profit and Loss
Multi-Company Budgets
Multi-Company Commission Sessions
Multi-Company Quotes, Jobs, Purchases
Multi-Company Intercompany Purchases
Multi-Company Intercompany RFC and RTV
Multi-Company Stock
Multi-Company Inter-Company Stock Availability and Usage
Multi-Company Inter-Company Stock Transfers
Multi-Currency
Multi-currency Security
Multi-Currencyy at a Glance
Multi-currency Definitions
Multi-currency Setups
Multi-Currency Options
Multi-Currency General Ledger
Multi-Currency Currency Setups
Multi-Currency Currency Rates
Multi-Currency Bank Account
Multi-Currency Customer/Vendor Details
Working with Multi-currency
Multi-Currency Creditor/Debtor Lists
Multi-Currency Entering Cheques/Deposits
Multi-Currency Adjustments Up/Down
Multi-Currency Transferring Funds
Invoicing and Multi-currency
Multi-Currency Calculated Exchange Rate
Multi-Currency Bank Reconciliation
Multi-Currency Transfer From Home Account to Overseas Account
Multi-Currency Transaction Journal
Multi-currency Revaluation
Revaluation Session
Multi-Currency Journal Types
Reversing a Previous Revaluation Session
Multi-Currency Business Analysis
Multi-Currency Purchasing
Multi-Currency Purchase Orders
Multi-Currency Purchase Order List
Multi-Currency Finishing a Purchase or Expense Order
Multi-Currency Stock
Multi-Currency Landed Cost
Multi-Currency Return to Vendor
Retail/EFTPOS
Options and Setups
Retail at a Glance
Invoice Authentication Security
Settings to Speed up Invoicing
Quick Logon Mode
Cash Drawer Control
Invoice Name on Job
Receipt Printing Reports
Retail Quick Start
Retail How To
Complete a Cash Sale
Set up A910s PAX Terminal
Set up PC-EFTPOS
Set up Tyro EFTPOS
Add a Retail Item
Use Retail Jobs
Create a Manual Payment for EFTPOS
Cash Refunds
Refund from Till
Cash Rounding
Recording Debtor Payments
Reprint POS Invoices
Till Reconciliation
Cash Calculator in Till
Cash Rounding
Till Reconciliation Report
Jim2 Technical Knowledge Base
Jim2 Server
Jim2 Server Console
Connecting to Jim2 Server
Back up and Restore Database
Change the Name of Your Database
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
Auscomp 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
Disable Modules
BE Config Tab
Set up MPS Connectors
Canon MPS Connector
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
Technical Knowledge FAQs
Terminal Server
Date and Time Settings
Regular Expressions
Zebra Printers
Create database from blank database
Jim2 Setup Wizard for Blank Database
Trouble Shooting
Active Job Unread Email
Backup Failure
Close the current window
Database Size Maintenance
Editing Core Fields in Stock
Error Messages and Logging
Expired Licence Behaviour
Font Scaling in Windows
Invoice Printing Issues
Jim2 Help Not Working
Jef Issues
Jim2 Connection Issues
Jim2 Freezes
Jim2 Server Scheduled Backup Fails
Jim2 Server Service Does Not Start
Jim2 Upgrade Fails
Lost Lists in Nav Tree
Outdated SQL Drivers
Printing Issues
System Locked by User
What to do if Backup Drive is Full