GEM-BOOKS

Initial Configuration

• Generate a Customized Report in Excel
• Configure Nuvei Till Payments - Payments with a Credit Card
• Understand the Info Tab in Managing Your Account
• Import Data from Sage50
• Multi Company vs. Branch
• Import Data from Acomba

Law 25

• Obligations and Responsibilities Regarding the Protection of Personal Information (Law 25)

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

Mobile App

• Install GEM-BOOKS on Your Android Device

Communications

• Send an Invoice to Two Contacts of the Same Client
• Configure the SMTP

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 Lot Payments
• Understand Why Some Transactions are Blocked, Locked or Cannot Be Modified
• Cancel All or Part of a Transaction
• Duplicate a Transaction
• Make Transactions with Manual Taxes
• Verify the Transaction Modification History
• See all 15 articles

Purchase Management

• Edit the Text at the Bottom of an Invoice, Quote, or 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

• Merge Products
• Change Decimals in Prices and Quantities

Client Management

• Configure an Internal Customer
• Create Payment Pledges
• Send Batch Invoices to a Single Client
• Merge Two Client Records
• Access the History of E-mail Exchanges for a Client

Point of Sale (POS)

• Rename Jobs in the Point of Sale
• Add a Verbal Authorization
• Subdivide a Sale at the Point of Sale
• Find an Estimate with the Estimate Number in the Point of Sale
• Make the Client Approve the Estimate in the Point of Sale
• Reverse a Payment Made with a Receivables Account in the Point of Sale
• See all 20 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
• See all 12 articles

Sales, Quotes, and Invoices

• Reverse an Invoice
• Configure an Internal Customer
• Show or Hide the Appointment Date on a Sales Estimate or Invoice
• Duplicate a Sale
• Edit the Text at the Bottom of an Invoice, Quote, or Purchase Order
• Send a Payment Link to a Client with the Invoice