GEM-BOOKS FAQ
- Initial configuration of GEM-BOOKS
- Basic concepts
- Client management
- Sales, Quotations and Invoices
- Inventory, products and services
- Supplier management add-on
- Bookkeeping and accounting
- HR Management
- Purchasing Management add-on
- Mobile app
- Accounting concepts
- Marketing activities
- Sharing secure documents and electronic signatures
- Project management
- Bank Matching
- Communications Management
- Automation of exchanges with DT Max and TaxPrep
- Automation of exchanges with OpenText
- Customized tools
- CCQ pay - add-on
- Importing data (third-party application)
- GEM-CHECK Digital Inspection
- GEM-PAY: Payroll add-on
- Payroll Set-up
- Employee Management
- Set up initial cumulative for employee payroll
- Payroll Management
- Direct deposit for payroll
- Edit or cancel a payroll
- Government Deduction payment - Payroll
- Print or email payroll document
- Re-Employment
- Employment Termination procedure
- End of the year form and slip
- Options to Manage Advance to employee
- GEM-FLEET - Carriers and 3pls
- GEM-FLEET - Couriers and messaging
- Law 25
- Point of Sale
- GEM-PLEX
Popular Topics
Popular Questions
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How to Import Your Data from Acomba
First of all, please send us the concordance between your accounts and our main accounts.…
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How to Generate, Send or Print a Payment Confirmation
Once you've made a purchase, you can print or e-mail a specific supplier the payment…
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How to link your Shopify online store?
This article explains how to connect GEM-BOOKS to your store Shopify to synchronize your products…
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How to Send a Payment Link to a Customer with the Invoice
GEM-BOOKS offers the option of sending the link to the invoice by e-mail to enable…
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How do I add a product to a subscription sale?
GEM-BOOKS allows subscriptions and recurring operations . A subscription, like your membership to your tennis…
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Working From Home: Free Remote Access Software
Here is a list of the multiple options you can use to have a station…
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Digital Inspection Management for Advisor
Advisors section for Digital Inspection management. In the left-hand menu, click on Vehicles > Inspections.…
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How does bank access work?
What is bank matching? Let's imagine that a natural products SME carries out several dozen…
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Why open a balance sheet?
When you start using GEM-BOOKS for your bookkeeping, you will need to request a trial…
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How to do your Bank Conciliation
You enter transactions that affect the bank. A good way to monitor your bookkeeping is…
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Taxes Report
Given the importance of the information and to avoid errors, we require you to close…
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Purchases To Be Entered Manually in Accounting
When purchases are made for the company, when it comes to registering them in the…
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Tax Report - Automatic Method of Generating Tax Reports (Recommended Method)
In the menu, click on Accounting > Government remittances > +New. Select the type of…
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Viewing and Paying Commissions
Before viewing commissions, you must first have applied them to sales, see the following FAQ:…
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Configure a Sale to Pay for Commissions to a Seller
Before you can add commissions to your sellers, make sure you have completed the configuration…
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Reverse an Invoice - Sales Tab
Occasionally, you may need to reverse a sale, that is, issue a credit equivalent to…
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Modify GEM-BOOKS User Roles and Permissions
Changing a user's role A role is assigned to each group of users with access…
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Access the History of E-mail Exchanges for a Specific Client
To access the history of e-mail exchanges with your clients, you need to configure your…
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Menu Access by User
When we designed GEM-BOOKS, we started from the premise that access to too much information…
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Administration Fee For Overdue Clients
Administration fees are additional charges levied on your customers in the event of late payment.…
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Configurations for Paying Commissions to Sellers
In order to configure your commissions, you will first need to choose which method you…
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How to Give Access to a User - Managing Your Account
To modify or create access for your contacts to your company on GEM-BOOKS, whether they…
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Reactivate a GEM-BOOKS User
Reactivation of data access rights on the GEM- BOOKS platform You have decided to grant…
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Tax Report: Quick Method
To use the quick tax calculation method, simply go the menu Configurations > Configurations. Click…
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Reverse an Invoice - Point of Sale Tab
Occasionally, you may need to reverse a sale, that is, issue a credit equivalent to…
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Obligations and Responsibilities Regarding the Protection of Personal Information (Law 25)
In Quebec, the Act to modernize legislative provisions regarding the protection of personal information introduced…
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Obligations Applicable to Garages Law 25 Quebec
Important Points of Law 25 and Its Consequences for Garage Owners in Quebec Governance of…
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How to Attach a Purchase Order to a Work Order in the Point of Sale
When making an appointment on the Point of Sale, it is possible to add purchases…
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Examples of Common Transactions in GEM-BOOKS
Bank charges To view a transaction, click on Accounting > Transactions. To create a new…
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Deactivate a GEM-BOOKS User
Deactivating and reactivating access to company data may sometimes be necessary. This may be the…
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Default GL configuration
It's important to set the default GLs. In order to do this: Go to Accounting…
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Send Batch Invoices to a Single Client in GEM-BOOKS
If you have already invoiced your sales and wish to send a batch of invoices…
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How to Create a Purchase in the Point of Sale in GEM-BOOKS
In this FAQ, you will learn how to create an efficient purchase using Point of…
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Subdividing a Sale at the Point of Sale
Sometimes, you may need to create an invoice for only part of a sale, rather…
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The Invoicing Tab in Managing Your Account
In our example, Adel Mihoub is the Account Administrator and has the necessary access rights…
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Retrieve Client's Estimate in the Point of Sale in GEM-BOOKS
From the Point of Sale, add the Client for which you would like to retrieve…
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Add or View Client Notes at the Point of Sale
It could be useful to keep note on a client's file in order to offer…
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Creating a Product or a Service from the Point of Sale in GEM-BOOKS
To create a product or service directly from the Point of Sale. 1. Select a …
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How to Apply a Margin to a Product Added Manually at the Point of Sale in GEM-BOOKS
In the Point of Sale, enter the new product in the space above the F5…
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Processing Invoice Photos in GEM-BOOKS
The Invoice Photo System has been designed to simplify the entry of invoice data from…
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How to Find Products in the Point of Sale in GEM-BOOKS
At the GEM-BOOKS Point of Sale, you can search for parts while creating an estimate.…
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Importing Payables and Receivables
Option 1: With the transfer tool Transfer with the tool. If the balances do not…
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Transaction Modification History in GEM-BOOKS
You have access to the transaction history. You can find out whether a user has…
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The Advantages of Combining Bank Accounts
What is bank matching? The majority of businesses, self-employed workers, accountants and entrepreneurs enter their…
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Duplicate a Purchase Made From a Supplier in GEM-BOOKS
Duplicating a purchase from a supplier is a practical function that enables you to quickly…
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The Info Tab in Managing Your Account
In our example, Adel Mihoub is the Account Administrator and has the necessary access rights…
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Add a Verbal Authorization in the Point of Sale
While verbal agreements can be binding, they are often more challenging to enforce or prove…
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The New Point of Sale in GEM-BOOKS (Beta)
GEM-BOOKS now has a new window in its Beta version: the Point of Sale. If…
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Add a Product Note to the Point of Sale and/or Work Order
To enter a note for a specific product, open the Point of Sale, select the…
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Creating a Package from the Point of Sale (Estimate) in GEM-BOOKS
From the Point of Sale, add all the items you wish to add to your…