GEM-BOOKS FAQ
- Initial configuration of GEM-BOOKS
- Basic concepts
- Client management
- Sales, Quotations and Invoices
- Inventory, products and services
- Supplier management add-on
- Bookkeeping and accounting
- HR Management
- Purchasing Management add-on
- Mobile app
- Accounting concepts
- Marketing activities
- Sharing secure documents and electronic signatures
- Project management
- Bank Matching
- Communications Management
- Automation of exchanges with DT Max and TaxPrep
- Automation of exchanges with OpenText
- Customized tools
- CCQ pay - add-on
- Importing data (third-party application)
- GEM-CHECK Digital Inspection
- GEM-PAY: Payroll add-on
- Payroll Set-up
- Employee Management
- Set up initial cumulative for employee payroll
- Payroll Management
- Direct deposit for payroll
- Edit or cancel a payroll
- Government Deduction payment - Payroll
- Print or email payroll document
- Re-Employment
- Employment Termination procedure
- End of the year form and slip
- Options to Manage Advance to employee
- GEM-FLEET - Carriers and 3pls
- GEM-FLEET - Couriers and messaging
- Law 25
Popular Topics
Popular Questions
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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…
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How does bank access work? - Part II
Import your banking transactions directly into Active Once you have completed pairing your banking access,…
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Why open a balance sheet?
When you start using GEM-BOOKS for your bookkeeping, you will need to request a trial…
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How does bank access work? - Part I
What is bank matching? Let's imagine that a natural products SME carries out several dozen…
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How to do your bank reconciliation?
You enter transactions that affect the bank. A good way to monitor your bookkeeping is…
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Digital inspection management for Advisor
Advisors section for Digital inspection managementIn the left-hand menu, click on "Vehicles", then select "Inspections".…
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How to link your Shopify online store?
This article explains how to connect GEM-BOOKS to your store Shopify to synchronize your products…
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How to generate, send or print a payment confirmation
Once you've made a purchase, you can print or e-mail a specific supplier the payment…
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Print or email an inspection
From the inspection grid, select the inspection to be opened, In the inspection form, click…
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Working from home : free remote access software
Here is a list of the multiple options you can use to have a station…