Jim2 Help

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
- Logging On
- 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
  - Multi-column 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
- 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
  - Advanced Creditors
  - 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
  - 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
  - Enter Prepaid Expenses and Amortising Costs
  - 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
    - 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
    - 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
  - Variance in Trade Creditors and Creditor List Total
  - 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 Feeds
  - Settlements
  - Bank Reconciliation
  - BPAY
  - Bulk Payments
  - Cheque Book
  - Electronic Payments (ABA Files)
  - Electronic Payments Direct Debit
  - 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
  - Accountant Login
  - 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 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
- Dashboard
  - Dashboard Security
  - Dashboard Layout
  - Dashboard Tabs
  - Dashboard Widgets
- 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
  - 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
  - Default Invoice Report Options
  - 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
    - 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
    - Assign Stock Lines to Dispatch Items
    - 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 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
  - 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
- Labour
- Management
  - Management Security
  - Business Analysis
  - Budgets
  - Cash Flow Analysis
  - Commission Sessions
  - Management 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 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 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 Grid
  - Quote Stock Availability
  - Quote Comment Grid
  - Add a Quote
  - Add a Document to a Quote
  - Add Freight 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
- Record a Customer Rebate
- Record a Vendor Rebate
- Record Commission Payment from Vendor
- Record Commission from Vendor
- Scheduling
  - Scheduling Security
  - Scheduling in the Ribbon
  - Adding Tasks
  - General Layout
    - Calendar Layout
    - The Pane Splitter
  - Grouping and Filters Group
  - Manage Views
  - Scheduling Reports
  - Add a New Task
  - The Task List
  - To-Do Tasks
  - Synchronise with Outlook
  - Right Click Options
- 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
      - 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 List
  - Stock Preview Pane
  - Stock Pricing
  - Order of Pricing
  - Create a Stock List
  - 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
    - Kitting or Packaging Tab
    - Locations Tab
    - Stock Tab
  - 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 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
  - Update Stock Records
  - Use Stock Select
  - Use Your Own Inventory
  - View or Edit Stock
  - Write off Stock
  - Use Gift Card for Purchases
  - Watchouts
    - Adding a New Watchout
    - Watchouts in Action
Advanced Warehouse Management
- Concepts
- Setup
- Dispatch List
- Explanation of Colours
- Jobs
- Purchasing
- Add stock to Bins in Bulk
- View Stock in Bins
- Stock Packaging
- Transfers
Jim2 API
- Jim2 API Current API Capabilities
- Jim2 API Getdata Custom Endpoint
- Jim2 API Postman Auth Example
- Jim2 API Installation and Configuration
- Jim2 API After Restoring from a Backup
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 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
Jim2Cloud
- Jim2Cloud Technical Requirements
- Jim2Cloud Status
- Jim2Cloud_WindowsApp_Information
- Jim2Cloud Setup and Access for PC
- Jim2Cloud Setup and Access for MAC OS
- Jim2Cloud Access for Android
- Jim2Cloud Access for iOS
- MFA on Shared Devices
- Yubikey or FIDO2 Security Key Setup
- Jim2Cloud Troubleshooting
- Add and Link to On Premises Document
- Add a Document Within Jim2Cloud
- Import Files from Your PC to Jim2Cloud
- Open or Save Files from Jim2Cloud
- Set up Jim2 Mobile for Jim2Cloud
- Set up Printer for Jim2Cloud
- Tyro EFTPOS Integration in Jim2Cloud
Jim2Commerce Portal
- Jim2Commerce Setup Guide
  - Jim2Commerce Product Fields
  - Jim2Commerce Product Stock Group Management
  - Jim2Commerce Publish Products to Portal
  - Jim2Commerce Portal Image Naming
  - Jim2Commerce Image and Document Tags
  - 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 Linked Parent Child Portal Setup
- Jim2Commerce Mega Menu
- Jim2Commerce Products
  - Jim2Commerce Portal Product Tags
  - Jim2Commerce Multiple Product Categories
  - Jim2Commerce Product Gender and Colour Distinctions
  - Jim2Commerce Product Ribbons
  - Jim2Commerce Bulk Upload and Link Images
  - 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
- Freight Integration AustPost and StarTrack
- Freight Integration MachShip
- Freight Integration Openfreight
- Autotask Connector
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
Managed Services Edition
- Project Security
- Set Up Managed Services
- Assets
- Preview Pane
- Project Footer Tabs
- Project Header
- Project List
- Project Reports
- Project Templates
- 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 Calc Types Setup
  - 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
    - 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
  - Template Rules
- Advanced Creditors
- Jim2 API Service Integrations
  - Ricoh Service Integration
- Assets
  - Asset Options
  - EKM
  - Assets Security
  - Asset Header
  - Asset Grid
  - Asset Lists
  - Asset Footer 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
  - Finance Tab
  - Contract Footer Tabs
  - Contract Examples
  - Contract Variations
  - 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
- Meter Overview
  - Meter Billing Reports
  - Read Entry Period and Exclude Meter Reads Older Explanation
  - Meter Setup and Examples
- Meter Reading Options
  - Add Manual Meter Readings
  - Meter Read vs Effective Meter Read
- Service
- Billing
  - Meter Billing Read Screen
  - Request Meter Reading
  - Assets Swaps and Early Billing
  - Enter Meter Readings
    - On Standalone contracts
    - As a batch working down the List
  - Invoice Meter Readings
  - Meter Billing Purchase Order Creation Rules
  - Billing Examples
- 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 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 Intercompany Purchases
- Multi-Company Inter-Company Stock Availability and Usage
- Multi-Company Inter-Company Stock Transfers
- Multi-Company Inter-Company Costs Transfer
- Multi-Company Quotes, Jobs, Purchases
- Multi-Company Transfer Accounts Between Companies
- Multi-Company Transfer Funds Between Companies
- Multi-Company Close Financial Year
- Multi-Company Commission Sessions
- Multi-Company Business Analysis
Multi-Currency
- Multi-currency Security
- Multi-Currency Setup
- Working with Multi-currency
- Multi-Currency Accounting
  - Multi-Currency Transaction Journal
  - Multi-Currency Journal Types
- Multi-currency Revaluation
  - Revaluation Session
  - Reversing a Previous Revaluation Session
- Multi-Currency Business Analysis
- Multi-Currency Purchasing
- Multi-Currency Stock
  - Multi-Currency Landed Cost
  - Multi-Currency Return to Vendor
- Multi-Currency Transfer From Home Account to Overseas Account
Jim2 Technical Knowledge Base
- Terminal Server
- Date and Time Settings
- Regular Expressions
- Technical Knowledge FAQs
- Zebra Printers
- Jim2 Server
  - Jim2 Server Console
- Jim2 Configuration Manager
- Jim2 eBusiness Suite
- Jim2 Setup Wizard for Blank Database
- Create database from blank database
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
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