GEM-BOOKS FAQ
Initial configuration of GEM-BOOKS
How to Import Your Data from Acomba
First of all, please send us the concordance between your accounts and our main accounts. All you have to do is replace the #### with the number of your account charter. Note: Do not send your account charter, as it…
349 views
Posted
8 months
ago
by
Bianca da Silveira De Amorim
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 the customer to pay online. To do this, configure the e-mail template. Click on Communications > Configurations > Email templates. Create a template and check…
296 views
Posted
1 year
ago
by
Richard Martin
How to do your Bank Conciliation
You enter transactions that affect the bank. A good way to monitor your bookkeeping is to verify that the transactions you have entered into GEM-BOOKS match your bank statement. This reconciliation, also called bank reconciliation, is not limited to your…
240 views
Posted
1 year
ago
by
Olivier Brunel
Viewing and Paying Commissions
Before viewing commissions, you must first have applied them to sales, see the following FAQ: Configure a sale to pay for commissions to a seller In order to view commissions in the system, go to the following menu: Sales >…
194 views
Posted
1 year
ago
by
Olivier Brunel
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 demonstrated in the following FAQ: Configure the application to pay commissions to your sellers When you create sales, commissions which will be applied to these…
185 views
Posted
1 year
ago
by
Olivier Brunel
Importing Payables and Receivables
Option 1: With the transfer tool Transfer with the tool. If the balances do not balance, you must delete the transaction(s) with the tool (coming November 23) and move on to option #2. Option 2: Using the Excel file Transfer…
136 views
Posted
8 months
ago
by
Bianca da Silveira De Amorim
Multi Company vs. Branch
Multi-branch 1. Centralized management: You can manage all your branches from a single interface, simplifying supervision and performance monitoring. 2. Shared Chart of Accounts: All branches share the same chart of accounts, facilitating accounting and the generation of global financial…
44 views
Posted
2 months
ago
by
Bianca da Silveira De Amorim
Internet Speed Required to Run Your GEM-BOOKS
To ensure smooth performance of your GEM-BOOKS, we recommend a minimum internet speed of 10 megabits per second (Mbps) for both download and upload. This should be sufficient for most standard features and avoid any major delays or disruptions. Please…
32 views
Posted
1 month
ago
by
Bianca da Silveira De Amorim
Google Chrome Connection Problem
To resolve certain issues, try Clearing Your Browser's Browsing Data. When doing so, be sure to select all available options except for the GEM-BOOKS Passwords and other sign-in data box, which should remain unchecked to preserve your login information. Other…
30 views
Posted
1 month
ago
by
Bianca da Silveira De Amorim
How to Disable the GEM-BOOKS Notifications
When using the online version, if you receive messages from customers or employees, a small red bullet indicating the number of messages appears in the top right corner of the screen. To view your messages, click on the bullet in…
29 views
Posted
1 month
ago
by
Bianca da Silveira De Amorim