GEM-BOOKS

Initial Configuration

• Check the Minimum Technical Specifications
• Give Access to a User - Managing Your Account
• When is a system deleted?
• Access the Platform Using Your Email Address
• Disable the GEM-BOOKS Notifications
• Use the Button to Read Text in Notes Fields
• See all 19 articles

Law 25

• Consumer Protection Act
• Conform an Enterprise to the Law on Private Matters
• Protect Personal Information (Law 25)
• Apply Law 25 in Quebec in Mechanic Shops

Human Resources

• Understand How a User Can Log In From Another City
• Synchronize All E-mails Already Exchanged with a Client
• Configure the Direct Payment Recipients: Employees
• Deactivate a User
• Modify User Roles and Permissions

Mobile App

• Install GEM-BOOKS on Your Android Device

Communications

• Configure the SMTP
• Program an Alert in the Notification Center
• Customize the Text Sent by Email

Bank Matching Module

• Understand How Bank Synchronization Works
• Verify the Advantages of Combining Bank Accounts

Employee Payroll Module

• Produce Electronic Statements (in XML Format)
• Enter Cumulative to Start a Mid-Year Payroll (Payroll Zero)
• View Items to Check Before Generating CCQ Payrolls
• Calculate the Compensation for a Public Holiday
• Calculate Vacation Payment

Bookkeeping and Accounting

• Apply the Administration Fees
• Adjust the Cheque Number
• Apply the Administration Fee For Overdue Clients
• Configure Stripe - Payments with a Credit Card
• Pay My Subscription with a Credit Card
• Apply Lot Payments
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Purchase Management

• Edit the Text at the Bottom of an Invoice, Quote, or Purchase Order
• Generate a Purchase Order
• Purchases To Be Entered Manually Into the Accounting

Supplier Management

• Duplicate a Purchase Made From a Supplier
• Create a Supplier
• View an Example of a Tax-Exempt International Supplier Invoice
• Pay the Suppliers Via Apply Payments
• Generate, Send or Print a Payment Confirmation

Inventory, Products and Services

• Manage Packages for Products & Services
• Merge Products
• Change Decimals in Prices and Quantities

Client Management

• Send an Invoice to Two Contacts of the Same Client
• Consult the Client's History
• Configure an Internal Customer
• Send Batch Invoices to a Single Client
• Give Access to a Client
• Create Payment Pledges
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Point of Sale (POS)

• Delete an Estimate at the Point of Sale
• Create a Package from the Point of Sale (Estimate)
• Complete the End of Day Procedure in the Point of Sale
• Rename Jobs in the Point of Sale
• Add a Verbal Authorization
• Subdivide a Sale at the Point of Sale
• See all 21 articles

Basic Concepts

• Discover the GEM-BOOKS Promotional Items Module
• Configure Clover - Payments with a Credit Card
• Handle Situations Without Internet Access
• Configure Authorize.net - Payments with a Credit Card
• Configure Moneris - Payments with a Credit Card
• Reactivate a User
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Sales, Quotes, and Invoices

• View and Pay Commissions
• Reverse an Invoice
• Send Invoices and Payments Directly to Accounting
• Configure an Internal Customer
• Show or Hide the Appointment Date on a Sales Estimate or Invoice
• Duplicate a Sale
• See all 8 articles