Management

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ManagementTab

 

Jim2 Management contains powerful tools which can provide up-to-date and easily configurable information about how the business is performing.

 

This information can be broken down by branch (if branches are enabled), sub-branch, GL Department etc. and perform comparisons over multiple databases.

 

Management boasts many useful reports that can be exported into a number of different formats, and report designer allows designing other reports.

 

Formats:

Archive file

Text file

Report Emulation Text file

PDF file

Bitmap file

JPEG file

 

GIF file

Metafile

PNG file

PDF/A file

RTF file

Word (doc) file

 

Word (doc) form file

XLS data File

XLS report file

Xlsx data file

Xlsx report file

HTML file

 

Jim2 also offers up-to-the-minute Balance Sheet and Profit & Loss statements, as well as budgets to track and measure the company's progress.

 

To get to Management either select in the ribbon, or select Management in the Nav Tree on the left-hand side of the screen.

 

Right click options in the Nav Tree

RightClickManagement

 

After the top 3 (which are self explanatory), these options mirror what is on the ribbon in the Accounts tab, except for the last tab, which will reset all tabs to default.

 

Further information

Accounts

Assets

Banking

CardFiles

Charge a Customer an Account Fee

Copy Move Merge

Custom Filters

Dashboard

Documents

eBusiness

Email (inc. Archiving)

Enter Workers Compensation

Export a Report

Export Data

Factor a Procedure with 3rd Party Debtor Finance

Give a Customer a Permanent Discount

Invoicing

Items

Jobs

Labour

Manufacturing

Pay Commission to a Contractor

Projects

Purchases and Expenses

Quotes

Record a Customer Rebate

Record a Vendor Rebate

Record Commission Payment from Vendor

Record Commission from Vendor

Retentions

Scheduling

Sell and Redeem Gift Cards

Standard Form Buttons

Standard Object Footers

Stock

Watchouts