GEM-BOOKS FAQ

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GEM-CHECK Digital Inspection

Why open a balance sheet?

When you start using GEM-BOOKS for your bookkeeping, you will need to request a trial balance report on your old software and enter that data into GEM-BOOKS in order to start with the same numbers. The import of your starting…
105 views Posted  5 months  ago by  Olivier Brunel
GEM-CHECK Digital Inspection

How to link your Shopify online store?

This article explains how to connect GEM-BOOKS to your store Shopify to synchronize your products and sales. Note: You must be the administrator of the GEM-BOOKS account to follow the following instructions. To manage your online store with GEM-BOOKS, you…
104 views Posted  5 months  ago by  Olivier Brunel
GEM-CHECK Digital Inspection

Digital inspection management for Advisor

Advisors section for Digital inspection managementIn the left-hand menu, click on "Vehicles", then select "Inspections". Adding inspection Click on "+ NEW", Step 1 Choose a client in 3 simple options Option 1:Type a portion of the client's name Ex: Joh,Select…
97 views Posted  5 months  ago by  Olivier Brunel
GEM-CHECK Digital Inspection

Print or email an inspection

From the inspection grid, select the inspection to be opened, In the inspection form, click on the "DOCUMENTS" tab, Click on the icon associated with the action you wish to take according to the legend below: 1. Download the document,2.…
93 views Posted  5 months  ago by  Olivier Brunel
GEM-CHECK Digital Inspection

How do I add a product to a subscription sale?

GEM-BOOKS allows subscriptions and recurring operations . A subscription, like your membership to your tennis club, is a product or service that will be repeated for a period defined in the options for this product or service. An invoice with…
92 views Posted  5 months  ago by  Olivier Brunel
GEM-CHECK Digital Inspection

Configurations for Paying Commissions to Sellers

In order to configure your commissions, you will first need to choose which method you wish to use.There are two possible configuration methods: Configuration by clients or configuration by human resources.Here's how both methods work: 1. Configuration by human resources…
45 views Posted  5 months  ago by  Olivier Brunel
GEM-CHECK Digital Inspection

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