Jiwa 7 User Guide
- Administrator
- Julie Hanlon
- Mike Sheen
Welcome to the Jiwa 7 User Guide!
This is the home page for the user documentation for the Jiwa 7 product.
- 1 About Jiwa 7
- 2 Getting Started
- 3 Core Modules
- 3.1 General Ledger
- 3.2 Cash Book
- 3.3 Sales
- 3.4 Purchasing
- 3.4.1 Supplier Return Credits
- 3.5 Debtors
- 3.6 Creditors
- 3.7 Inventory
- 3.8 Contacts
- 3.9 System Configuration
- 3.10 Access and Security
- 4 Optional Modules
- 4.1 Manufacturing
- 4.2 Job Costing
- 4.3 Service Manager
- 4.4 Plugins
- 4.5 Payroll
- 5 Reporting
- 5.1 Crystal Reports
- 6 Maintaining the System
- 7 Contact Us
About Jiwa 7
Jiwa 7 is an [ERP] system based on Microsoft technology. Jiwa 7 utilises the following technologies:
Microsoft Windows
Microsoft SQL Server
Microsoft .NET Framework
SAP Crystal Reports
Out of the box, Jiwa 7 will meet most businesses needs. However, to address business specific requirements and workflows, a Plugin Framework is included which allows you to:
Implement custom business rules and workflows
Modify the behaviour or appearance of forms
Modify reports
Add new forms
Add new reports
Integrate with other systems
Click here to view the Jiwa 7 End-user License Agreement.
Getting Started
Installing Jiwa 7
You can download Jiwa 7 here.
Setting Up a New Jiwa 7 System
Basics
This section covers what you need to know to help you get around the Jiwa system:
Logging In - Logging in to a Jiwa database.
Managing Connections - Creating new connections, modifying and deleting existing connections.
Managing Databases - Creating demonstration databases, creating new databases, upgrading and exporting existing databases.
Licencing - Importing your Jiwa licences.
Entering Data - Using toolbars, form menu's, editing keys etc.
Search Windows - search options available within Jiwa.
Using Filters - Using and customising filters.
Customising Forms - Options for customising forms.
Locating records - Ways of searching for records within Jiwa.
Core Modules
General Ledger
General Ledger of Jiwa 7 encapsulates:
Automatic (Recurring) Journals
There are also a number of configuration options, utilities, and a suite of reports:
Cash Book
The Cash Book module has 3 main modules:
Cash Book Receipts - records payments received from debtors and creditors and directly for General Ledger accounts – i.e. interest and dividends received etc. Allocations can be done against debtor invoices and debit adjustments and creditor credit adjustments. Discounts for early payment received can be entered for debtors
Cash Book Payments - records payments made to creditors and debtors and directly to General Ledger accounts – i.e. petty cash, cleaning and bank fees etc. Allocations can be done against creditor invoices and debtor credit adjustments. Discounts for early payment made can be entered for creditors
Bank Reconciliation – used to reconcile the General Ledger bank account(s) to the bank statements for those accounts. Direct receipts and payments from and to debtors and creditors, including Discounts for early payment can be entered as well direct transactions to General Ledger accounts
There are also a number of configuration options, and a suite of reports:
Sales
The Sales module includes Sales Orders, Quoting, Batch processing and printing, configuration and reporting
Purchasing
The Purchasing module includes purchase ordering, goods received, purchase invoicing and supplier returns
Supplier Return Credits
The Supplier Return Credit form is used to create a credit on the supplier account for goods that are being returned, were damaged or price or quantity adjustments are to be posted. It can be based on a Supplier Return Shipping form but is not a requirement. The credit can also be based on a purchase order(s) that automatically populates the grid with lines ordered on that purchase order
Creating a Supplier Return Credit
Purchasing > Supplier Returns > Supplier Return Credit
New and select the relevant creditor account
Add lines to the grid by selecting from the search window in the Part No field OR click Add from PO and select the relevant part numbers that are displayed
Select the Return Code to be used
Type in the quantity being credited and select the stock lines to be credited from the Serial Selection box that automatically displays. If adding from a purchase order, the Serial Selection box is displayed for each item added to the grid
Type in the FX Rate where applicable
Edit the Total Credit Value or FX Total Credit Value if needed. These figures should be the total being credited to the supplier
Complete the Creditor Ref. field in the header
Save and activate
Debtors
Creditors
Inventory
Contacts
System Configuration
There are many system configuration settings that can be adjusted to tailor the behavior of the Jiwa system.
Access and Security
Access and security to Jiwa by users can be restricted at a macro (forms) level or micro (field) level.
The Staff Maintenance form controls the settings by user.
Menus can also be used to restrict access to forms and reports. See Menu Maintenance on how to restrict access by menus.
Optional Modules
Manufacturing
Job Costing
Service Manager
Service Manager allows for efficient management of resources in a service oriented environment.
Plugins
A number of Plugins are shipped as standard with Jiwa. These plugins add or enhance functionality to Jiwa 7.
Payroll
Jiwa Financials is integrated with the Sage WageEasy payroll system. Follow these steps for importing your payroll journals into Jiwa: Payroll
Learn more about Sage WageEasy here: WageEasy.
Reporting
Crystal Reports
Crystal Reports is the reporting engine used by Jiwa 7. The way that Jiwa talks to or "integrates" with Crystal Reports is outlined here.
Maintaining the System
Backing Up the Jiwa Database
Contact Us
This section provides the information an end user may need to contact the suitable authority within the company for any assistance related to the Jiwa 7 Software.
Corporate Headquarters
Address: | Jiwa Financials |
Telephone: | +61 2 94090700 |
World Wide Web: | |
Office Hours: | Monday to Friday |
Sales
Telephone: | +61 2 9409 0700 |
Fax: | +61 2 9475 0820 |
World Wide Web: | |
Email: |
Technical Support
Telephone: | +61 2 9409 0700 |
World Wide Web: | |
Email: |
