GEM-BOOKS

Point of Sale

• Manage Packages for Products & Services
• Create a Package from the Point of Sale (Estimate)

Communications Management

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

CCQ Pay

• Generate a Payroll for One or All of My Employees
• Produce a CCQ Payroll
• Produce the T4 and Statement 1

Inventory, products and services

• Manage Packages for Products & Services

Basic concepts

• Discover the GEM-BOOKS Promotional Items Module
• When is a system deleted?
• Modify the Dashboard Widgets

Sales, Quotations and Invoices

• View and Pay Commissions
• Send Invoices and Payments Directly to Accounting

HR Management

• Understand How a User Can Log In From Another City
• Modify User Roles and Permissions

Mobile App

• Install GEM-BOOKS on Your Android Device

Client Management

• Apply the Administration Fee For Overdue Clients
• Send an Invoice to Two Contacts of the Same Client
• Consult the Client's History
• Delete an Estimate at the Point of Sale
• Send Batch Invoices to a Single Client
• Give Access to a Client

Customized Tools

• Connect my Calendar GEM-BOOKS with Google Calendar

Accounting Concepts

• Apply the Administration Fee For Overdue Clients

Bookkeeping and Accounting

• Apply the Administration Fees
• Adjust the Cheque Number
• Configure Stripe - Payments with a Credit Card
• Duplicate a Transaction
• Make Transactions with Manual Taxes
• Enter a Restaurant Bill with Tips
• See all 9 articles

Initial configuration of GEM-BOOKS

• Give Access to a User - Managing Your Account
• Access the Platform Using Your Email Address
• Disable the GEM-BOOKS Notifications
• Use the Button to Read Text in Notes Fields
• Set the Timeout Period
• Add Text by Voice in the Notes Tab
• See all 10 articles