GEM-BOOKS FAQ
Initial configuration of GEM-BOOKS
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 the customer to pay online. To do this, configure the e-mail template. Click on Communications > Configurations > Email templates. Create a template and check…
102 viewsPosted 4 months agoby Richard Martin
How to do your bank reconciliation?
You enter transactions that affect the bank. A good way to monitor your bookkeeping is to verify that the transactions you have entered into GEM-BOOKS match your bank statement. This reconciliation, also called bank reconciliation, is not limited to your…
78 viewsPosted 4 months agoby Olivier Brunel
Viewing and paying commissions
Before viewing commissions, you must first have applied them to sales, see the following FAQ: Configure a sale to pay for commissions to a seller In order to view commissions in the system, go to the following menu: Sales >…
43 viewsPosted 4 months agoby Olivier Brunel
Configure a sale to pay for commissions to a seller
Before you can add commissions to your sellers, make sure you have completed the configuration demonstrated in the following FAQ: Configure the application to pay commissions to your sellers When you create sales, commissions which will be applied to these…
41 viewsPosted 4 months agoby Olivier Brunel
How to Import Your Data from Acomba
First of all, please send us the concordance between your accounts and our main accounts. All you have to do is replace the #### with the number of your account charter. Note: Do not send your account charter, as it…
16 viewsPosted 1 month agoby Bianca da Silveira De Amorim
Importing Payables and Receivables
Option 1: With the transfer tool Transfer with the tool. If the balances do not balance, you must delete the transaction(s) with the tool (coming November 23) and move on to option #2. Option 2: Using the Excel file Transfer…
14 viewsPosted 1 month agoby Bianca da Silveira De Amorim