▪Added account manager permissions to security.

▪Added ability to reassign account managers.

▪Add ability to search user by initials in cardfile list.

▪Added ability to untick Customer on customer cardfiles if there have been no transactions against the cardfile.

▪Added ability to highlight and pin comments and emails to the top in Comment grid of objects.

▪Added 2 new filters to email list: Email ID and Unread By.

▪Added HappenPay By Link

▪Move Jes Config to Jim2 Options.

▪Add EKM fields to Asset import.

▪Ability to update Happen EKM statuses and request thresholds override.

Note: The required Remote EWS DCA must be installed on a client’s Windows server to use this functionality. Remote EWS is not supported by mpsGO devices.

▪Now includes workstation name in message for login event in History.

▪Added new Fuji XPPS Connector.

▪Be able to restore SQL backup files via Jim2 Server Console  if it is running on the same machine as Jim2 Server

▪Added a checkbox in upgrade that user must click to acknowledge licence agreement.

▪Enhancements to object lists.

▪Enhancements to date picker.

▪Added a new report to Project List reports: Meter Averages system report.

▪Project variations support for asset swaps for master contracts.

▪Option to perform meter billing early.

▪EKM fields added to asset import.

▪New Meter Calc Types setup.

▪Allow multi-currency revaluation to be backdated.

▪Allow a Jim2 desktop user to share a licence across multiple databases.

▪Added account manager permissions to security.

▪Offer to default values when setting master on child contract.

▪Added discount % column in purchase orders and returns to vendor.

▪Added a global variable to show or hide discount on purchase order reports.

▪Add rejected reason type to quote.

▪Excel icon in Report area of ribbon allows report data to be sent to Excel in data only format. Each report pipeline is represented in separate tabs in the spreadsheet.

▪Added new report Labour Manufacturing Stock Activity.

▪New report in Debtors List – Normal Payment Duration.

▪Added new view option on tasks.

▪Added security on cardfiles to prevent changing account manager on cardfiles and projects.

▪Now supports barcodes with attribute templates.

▪Link between purchase order and stock adjustment

▪New Transport fields in stock

▪Added Integration Configuration  to Tools in ribbon.

▪Quote Options now allow WYSIWYG support in the header and footer text.

▪New GET API - Stock Qty By Locations

▪New GET API - Stock Price Level

▪New GET API - Stock

▪Advanced Warehouse Management now supports bin picking and packing of packages.

▪Added new CBA Netbank.

▪Added new Kiwibank.

▪Default stock location to be based on Ship branch now works for purchase orders as well.

▪Prospect CardFile Type, and ability to rename via Options.

▪Ability to merge Prospect cardfiles.

▪Added Quotes tab to Prospect cardfile Transactions tab.

▪Show Web Login ID in Contacts grid.

▪Ability to filter CardFile List by Web Login.

▪Ability to import/export Prospect cardfiles.

▪New Published List, Published List Count and Watchout widgets.

▪Stock list added to published list widget options.

▪OneDrive and Sharepoint integration for saving and opening files.

▪New electronic payment bank file format for Kiwi Bank. This option is added in Bank Info in the general ledger account.

▪Login history to show historical user login times.

▪Invoicing – use rounding account for invoice journals.

▪Auto allocate unlinked payments at the time of Invoicing.

▪New option to auto allocate unlinked payments at time of invoicing.

▪Product Stock Group Management

▪HappenPay – Ability for customers to securely store credit cards for future purchases.

▪Ability to search stock by non-report stock groups.

▪New option in Jim2 Server configuration to allow Jim2 Mobile app to use Jim2 licences that are available.

▪Ability to import Jobs.

▪Added a new checkbox, Includes Applies Stock on creating a quote from a job.

▪New option to make CustRef# optional when setting jobs to Ready.

▪Return from Customer – ability to link non-strict RFC to project.

▪Sales Register – ability to click on Docket numbers to access jobs.

▪New Job option Cust Ref# Required on Ready.

▪Added a new Promotions filter to Stock List.

▪Ability to filter PO/RFC lists by Project and Master Project.

▪Bid Ref# field available in PO list and ability to rename Bid Ref field via Purchase Options. Increased Bid Ref field character limit to 24.

▪New Master meter option on Master meter setup tab.

▪Separate Next Bill Date, Actions and Request By for different meter setup lines.

▪Brought v4.3 billing engine into v4.5.

▪Meter Billing – add support for master meter that doesn't copy itself to all children.

▪Lock Open Balance tab on MPS Contracts after billing has commenced.

▪Contract editing – attempt lock and edit Asset. Conditional Asset editing.

▪Advanced Creditors – add security for Advanced Creditors.

▪Fuji XPPS Connector added.

▪Ability to link a debtors PO via the UI to a project.

▪Optimisation for determining purchase order lines related to a project.

▪Ability to import Serial numbers on purchase stock.

▪Added Status column to quotes Applies stock.

▪Added a new checkbox, Includes Applies Stock on creating a job from a quote.

▪Allow to quote Prospect cardfiles.

▪New cardfile report to show cardfiles with duplicates.

▪DB Check report breaks down stock sold in advance by stock type.

▪Multi-Factor authenticator support in Jim2 and Jim2 Mobile.

▪New option to allow/disallow editing Prospect cardfile details.

▪Added security for Payment Types.

▪Added HappenPay to Settlements.

▪Added Stripe merchant to Settlements.

▪New Use Desc checkbox on Kitting tab of Kit stock.

▪Hide Cost panel for Kitting type stock.

▪Web API – Allow Jim2Commerce to identify itself as a unique object source.

▪Web API – Be able to add debtor payments, and allocate the payment to invoice(s).

▪WebAPI – 'Simple support for creating Purchase Orders.

▪Web API – Be able to queue requests via the B2B queue.

▪Debtors – Ability to apply a prepayment to a particular job from the Debtors screen.

▪New Preview panes for Debtors and Creditors.

▪Debtors – Advanced Creditors.

▪Debtors List calculation changes.

▪Lodgement References – can now be included in ABA files when sending to debtors and creditors.

▪Ability to issue bulk cheque remittance advices.

▪Bulk Payments enhancements:

–show selected only

–now supports creditors

–can now import bulk payments

–bulk payments can now finish active PO's when importing payments

–ability to select purchase (including Active)/invoice

–auto match purchase orders to current amount in purchase order selection screen (from oldest to newest only)

–save bulk payments and import later

–view imported payments via Session#

–show PO status for creditors.

▪Bank feeds can now be brought in to Jim2 to speed up the bank reconciliation process.

▪Settlements manage the process of bulk payments received from institutions such as Integrapay, Tyro and eWay and Instant Pay.

▪Ability to scan serial numbers.

▪Ability to print Number Plates report from stock picking screen.

▪Ability to choose preselected serial numbers.

▪Picking screen is now sorted by bin rank, depending on picking order selection in warehouse management options.

▪Allow picking from job list when some jobs are locked.

▪New option to set job status automatically when picking stock

▪Bidirectional job ticket synchronisation between Autotask PSA and Jim2.

▪Centralised invoicing from Jim2 that includes all labour and hardware billing items from Autotask PSA.

▪Bidirectional B2B customer and contact syncing with smart filtering.

▪Automatic creation of products in Autotask PSA from Jim2 stock.

▪Stock availability syncing from Jim2 to Autotask PSA.

▪Autotask PSA ticketed actual labour data synchronised to Jim2.

▪Jim2 ticket and invoice numbers synchronised to Autotask PSA for better visibility and easy reference.

▪Autotask PSA subscription billing sync into Jim2.

▪Subscription billing.

▪New Logon types

▪Time Sheet – you can now add group totals in grouping.

▪Create job, quote, project when clicking on Card Code in a cardfile header.

▪Open Parent card from Ship card.

▪Status widget now displays probability percent and total amount.

▪Job widget now displays Item Group filter and Job Due Date filter, and includes a checkbox to exclude $0 jobs, as well as Display Total Ex and Inc in Details grid.

▪Job Type updated to be multi-select.

▪Documents – show the document creation date when viewing a document list from an object.

▪Alloys vendor stock feed available.

▪Vendor Discount field in Vendor feeds.

▪eBusiness Stockfeeds – create email action to process stock feeds.

▪Vendor Stockfeeds must have the B2B Module added and enabled to ensure the emailing in of Vendor Feeds adheres to the rules which restrict the time of day they can run.

▪Office 365 Graph API now supported for Multi-Factor authentication.

▪Email macro added for Job.InvDetails.ShipAttn.First Name.

▪Show in editor finds related emails first.

▪See who has marked an email as Read.

▪Support for Google Workspace for Gmail email access.

▪Email rule to autolink email to a purchase order.

▪Use rounding account for invoice journal.

▪Jes must be running to be able to invoice.

▪Method to not print when bulk invoicing on $0 jobs.

▪Ship address management

▪Linked parent-child portal setup

▪Product attributes

▪Customer-specific catalogues

▪Customer-specific freight options

▪Now available for Android devices.

▪New version of Jim2.Mobile with a completely new look and feel.

▪Link an auto created manufacturing job to the sales job.

▪Delivery Notes can now be added to the Invoice Details tabs.

▪Ability to auto-create manufacturing jobs.

▪Prefill Cust and Ship Attn with selected Cust# and Ship# cardfile contact on Invoice Details tab.

▪Dispatch – Added StarTrack Express as a dispatch option.

▪Job List – Ability to filter $0 jobs.

▪Split Company Name from Address field on Invoice Details with Address Type flag.

▪Added Qty count and weight to Jobs.

▪Attributes in List – running an advanced quote list allows selection of stock attributes to narrow down your search.

▪Bulk Cheque Remittance Advices – easily issue multiple advices from a chequebook list.

▪Filter by User Groups available in cardfile, job and quote lists.

▪Job Lists – show Item Make, along with the Ship Address field.

▪Set stock to a non-report group within a stock list, ie. remove from current and add to new group.

▪Stock List now has Cost column.

▪Assets – to simplify management of the physical item, ie. a photocopier, printer, etc. The Asset keeps all history of a machine in one place, rather than on individual contracts.

▪Assets – Documents, Notes and Watchouts are now available.

▪Billing Engine – completely revamped to speed up the billing process.

▪Contract Variations –  make changes to contracts (ie. new meter pricing, etc.) and track variations with ease from within a contract.

▪Jes – automatically populate Ship for meter billing purchase orders that are for specific machines or masters.

▪Meter Setup – added calculation field to show $ amount of CPC Rate x Min Volume = Base.

▪New Billing filters in project list.

▪Email and Comment grid now appears within a project.

▪Add Contract Ref to project import.

▪Ability to import Item meters.

▪Added support for MPS Monitor.

▪Contracts – New Finance Information tab.

▪EKM – New EKM device preview.

▪eBusiness Page Count – Xerox device connector

▪Meter Billing – Added global option for machine billing to use next bill date rather than From date.

▪Multi-Company is a new (licensed) feature added to Jim2 to allow running one database for multiple companies.

▪Intercompany buy and sell feature.

▪Sales Register – Added new home currency Total Ex and Balance Due columns when MC on sell is enabled.

▪Import Budgets now possible via an import script.

▪Import Opening Balances – now an option to clear existing.

▪Import Stock Procurement – now possible to add attributes to the import.

▪Import Stock – added GTI Num and Mnf. Part Code to stock import.

▪Preview Panes now available in Cardfile/Quote/Job/Purchase and Stock screens, providing greater insights into customer transactions, such as show last 10 stock items supplied, etc.

▪Price TF/TP now driven by the Jim2 object, rather than global variables.

▪Two new Price Calc Methods (Last PO COGS + Markup/Margin).

▪When entering Comments in most areas, you can now opt to use the Tab key to space when adding comments.

▪Email and Comment grid now appear within a project.

▪New Billing filters in Project List.

▪Projects – Create report that exports project list in Jim2 import format.

▪All Projects checkbox added to promotional pricing to quickly apply stock promo pricing to all projects.

▪Load Recipients – option to load from CardFile or Project list.

▪Export promotions, export data and export grid added to right click options.

▪New Bid Ref# field in PO header.

▪Create Asset from received PO.

▪Vendor Quantity/Price breaks.

▪Added Priority and estimated date of departure on purchase order header.

▪Ability to exclude stock from stock on hand that is sitting on ready/reserved jobs when autocreating PO.

▪Delivery notes can now be added to the Invoice Details tab.

▪Attribute filter on quote list.

▪Phone and Email fields can be added to quote shipping details on Invoice Details tab.

▪Ability to show quantity available in stock grid via Tools > Options > Quotes, or right click within grid to show Stock Availability column.

▪Added Qty count and weight to Quotes.

▪New Stock Profit by Customer report that includes labour.

▪New Expense Orders Pending report.

▪Include Meter Reading Spreadsheet Report with Standard Meter Invoices.

▪Management Reports – a new Stock Profit By Customer report that includes labour.

▪Select multiple resources for Holiday task.

▪Hook added to intercept email sending from script.

▪Scripting – Allow for custom processing following processing of vendor feed.

▪Effective Security Groups, allowing users to belong to more than one security group.

▪New option to stop people editing stock description on Applies stock in jobs.

▪Ability to import vendor stock prices.

▪Ability to see stock availability per bin in Attribute selection screen.

▪Attributes – Ignore attributes when checking stock availability.

▪Stock Picking – new user security to not allow manual serial selection in picking.

▪Ability to locate stock by GTI Number.

▪New Alternate Stock field added to stock.

▪Support for WYSIWYG stock description.

▪Added Parent Stock Code on Details tab of stock code.

▪Allow importing of vendor pricing via Jim2 UI

▪Company

–You can enter new company names, and change existing names.

▪Reports

–new system default reports in a new style..

–select a colour to instantly change the colour of reports – globally.

▪Stock Options

–auto show stock select window on invalid stock code.

–auto show stock location and attributes within the stock select window.

–Quotes – New option to always show 'Qty Avail' column in stock grid.

▪CardFile Options

▪Setups – ability to select multiple security groups on cardfile Payment Types.

▪Scroll Bars – make the scroll bars stay on screen by switching off the auto-hide functionality via Jim2 button.

▪Multi-Screen Jim2 – run multiple copies of Jim2 for the same database without using an extra licence.

▪New Customer Feedback button.

▪WebAPI – 'Simple support for creating Project.

▪WebAPI – 'Simple support for creating CardFiles.

▪WebAPI – 'Simple support for creating Quotes.