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 reports.

3. Inventory tracking: You can keep track of each branch's inventory separately, and still have an overview of the entire operations package. And transfer inventory! 

4. Consolidated tax reports: Tax reports are generated centrally, simplifying tax declarations.

5. Common clients: Clients can be common to all branches, enabling smoother management of vehicle history for warranty management.

6. Statistics and analysis: You can view statistics and profit and loss statements for each branch, as well as an overall balance sheet, helping you to make informed decisions.

7. Human Resources & Calendars: View calendars and share resources. 

8. Common account statements: You can send a global account statement, with a unique invoice sequence.

This makes it possible to separate invoices and inventory between branches, while keeping the same tax report and overall account age. Ideal for a global account statement.

The client is common to both branches. They have the same file, with the same vehicles and the same account statement.

It is possible to view the statistics of a branch, but the balance sheet is global.

To change branch, go to the avatar in the top right corner of the screen and select Switch Branch.

Multi-Company

Some companies have a management company. The latter's bookkeeping will be independent of the operating company, and it won't necessarily need the same modules as the former.

As far as billing is concerned, if you want your clients'/subsidiaries'/franchises' access to the company to be billed to a parent company, contact us to activate third-party billing.

Finally, there are many advantages to letting your client connect to the platform. They can manage their own prospects and clients, make their own bids and invoices, and even take photos of the receipts you'll be accounting for later. In short, it lets you concentrate on what you do best: bookkeeping and accounting!

To change your company, go to the avatar in the top right corner of the screen and select Change Company.

Creating a Second Company and Link

If you do bookkeeping or management for one or more companies, here's how to open up access for the other companies, while remaining in control of your bookkeeping.

In other words, if you do bookkeeping for more than one company, do you need to set up separate companies? The short answer is yes. Basically, each company is independent in GEM-BOOKS. You can, however, decide that the first company will be billed to you and the second will be billed directly to your network or by head office billing.

Renting access to an online service represents a paradigm shift compared with the old software installed on computers. It's like renting DVDs in a video store versus an online streaming service.

Fortunately, GEM-BOOKS lets you quickly switch between the companies you manage or account for. Many of our clients have a menu with 2, 5 or even several hundred active companies!

Starting to Use GEM-BOOKS

First of all, we assume that you already have access to GEM-BOOKS. You don't need to have started using it, but you do have your code, an e-mail address and a password.

Go here and fill in the form with your client information, except for the e-mail address. Use your access email.

You'll receive the password creation e-mail a few minutes later. Choose a password for your customer that is different from your own. This password will become your client's password.

Log in to your client's account using the ID generated in the e-mail; for example, cie_acme_inc. and your client's password.

Create your new human resources file, taking care to use the same code* and e-mail address as your access. *Both upper and lower case.

Finally, invite him/her to join you on the platform with the small key, as described in the access rights section. Note: you can keep the administrator role.

When you receive the invitation e-mail, use the same password as your access.

Before logging off to create your password, replace your e-mail address with the customer's e-mail address in the human resources file.

Connect to GEM-BOOKS with your e-mail address and you'll be able to choose and switch between your different companies. When GEM-BOOKS detects the same e-mail address, code and password, it shows you the companies in which you are involved.

Finally, if you wish to be billed for your client's access, you can specify this in the Manage Your Account Tab.