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🔔Important Update – Tax-Included Deposits on Estimates & Payroll Deduction Adjustments

We would like to inform you of an important improvement made to your system to simplify transactions and ensure consistent accounting : Tax-Included Deposits on Estimates & Payroll Deduction Adjustments

READ ABOUT THE IMPORTANT UPDATE

Latest updates applied

  1. Point of Sale (POS) and User Experience

    • Contextual automatic messages (ongoing estimates, customer not selected, empty returns).
    • Display of currency, department, UPC code, and configurable alerts.
    • Full management of tips, fees, and carriers.
    • Weight calculator, dedicated GEM-RECYC fields, and improved sales display (Kanban, automated stages).
  2. Inventory and Purchasing

    • New filters (categories, lines, customer labels) and additional columns in Excel exports.
    • Extended decimal options (4 instead of 2).
    • Improved report sorting and direct export of “To order” lists.
    • Stronger alignment between purchases and sales (products, deposits, locations).
  3. Agenda, Tasks, and Project Management

    • Introduction of Sprint mode: Kanban tracking, automatic delay status, and default description template.
    • Enhanced agenda: highlighted appointments, display of scheduled/unscheduled jobs, and better calendar view.
  4. Rentals and Specialized Modules

    • GEM-RECYC: B-13 generation, weight calculation, new dedicated fields, delivery slip.
    • GEM-ROAD: detailed route display (time, mileage).
    • GEM-FNI: Excel export of vehicle inventory.
    • Car rental management (dates, price/km, distance, driver, license, tire wear).
  5. API and Integrations

    • New API fields: estimated_time, img_paths, category_type, category_name.
    • Improved synchronization of inspections and categories.
    • Added customizable web link in the menu and clickable links to invoices.
  6. Security and Performance

    • Automatic logout from multiple old sessions.
    • Better SMTP error handling.
    • Lighter and optimized interface in tablet mode.
    • New V16 version: enhanced performance, optimized calendar, and refreshed design.
  7. Accounting, Reports, and HR

    • Decimal hours enabled in attendance reports.
    • Automatic translations for supplier statements.
    • Multiple fixes on balance sheets, government rebates, payments, checks, and timesheet reports.
  8. Search and Traceability

    • Improved vehicle search by make, model, year, and number.
    • Vehicle name displayed in accounting transactions.
    • Customer search ranked by popularity and better handling of filters and barcodes.
  9. Imports, Exports, and Excel Files

    • Enriched data: type, newsletter, license, expiration date, fax, overall note.
    • Standardized file names and increased stability during imports/exports.
    • New columns in inventory reports (Before/After).
  10. General Fixes

    • Adjustments on taxes, discounts, price calculations, signatures, allowances, and SMS.
    • Improved display of locations, filters, customer notes, and dealer widgets.
    • Better consistency between sales, purchases, vehicles, and accounting.

Additions, Improvements, and Fixes from the Last 3 Months (July 2025 to October 2025)

  • Added in POS: when selecting a customer who already has an estimate in progress, a message appears asking if you want to view the ongoing estimates for non-GEM-CAR systems.
  • Added a filter by product categories during inventory counting.
  • Added an option to allow 4 decimals instead of 2 for quantity fields in the inventory configuration settings.
  • Added display of action buttons on a purchase in the purchase list.
  • Added display of the customer’s default currency in POS.
  • Added a button to generate the B-13 document when creating a delivery note for GEM-RECYC.
  • Added a filter by customer label for the daily sales report.
  • Added tip management during a sale.
  • Added an option to send a communication to customers with active storage, in the marketing campaigns screen.
  • Added an error message displayed after about 10 seconds when SMTP settings are not properly configured in the Communications menu.
  • Added a late Sprint status if tasks are not all completed after the Sprint’s end date.
  • Added a text field to define a default task description template in project settings.
  • Added the ability to select start and end dates for an automatic product in a category.
  • Added a configurable alert in the Alerts Center of the Communications menu, displayed in POS.
  • Added a button to export the “To order” purchase list to an Excel file.
  • Added a “Department” column in the Excel file for import/export of the product and service list.
  • Added a Kanban button at the bottom of the Sales screen, showing sales and their stage for better tracking.
  • Added the creation of a delivery note for GEM-RECYC.
  • Added a “Wear” field for tire-type products in the product record.
  • Added an option “Prevent invoicing if a job has no associated department” in the sales settings.
  • Added an API call for inspections.
  • Added detailed trip information (mileage and time) when clicking on the map in the agenda for GEM-ROAD.
  • Added the estimated_time field in the API call for sales.
  • Added the img_paths field in the API call for categories.
  • Added the ability to group project tasks into a configurable Sprint for better tracking.
  • Added display of Sprint tasks in a Kanban board.
  • Added fields related to Boat/Watercraft storage.
  • Added a toggle button to automatically assign a stage when all tasks are completed, in the POS stage options.
  • Added “Start Date,” “End Date,” “Price per Kilometer,” and “Total Distance Traveled” information for a car rental in an estimate and invoice during a sale.
  • Added a customizable web link in the left menu, configurable in global options/personalization.
  • Added a warning when no customer is selected and the GEM-LINK supplier link is clicked in POS.
  • Added display of the number of jobs/appointments in the “Unscheduled” and “Scheduled” tables of the agenda.
  • Added category_type and category_name information in the API call for categories.
  • Added the fields “Type,” “Newsletter,” “Fax,” “Driver’s License Number,” and “Expiration Date” in the Excel file during customer contact export/import.
  • Added highlighting of appointments in the calendar and grid when hovering over them in the agenda.
  • Added a security measure: when multiple sessions are open, older sessions are logged out.
  • Added a button to export the vehicle inventory report to an Excel file for GEM-FNI.
  • Added a toggle button to display hours in decimal format in the HR attendance report.
  • Added a “Line Code” filter in the Products and Services screen.
  • Added a “UPC CODE” column in inventory counting to search for a scanned product.
  • Added a warning message when no return is selected to generate returns.
  • Added the “Contact Type” of a supplier when exporting or importing the supplier contact list.
  • Added the “Note” of a set when exporting or importing the product set list.
  • Added the product code in the product list when subdividing a sale.
  • Added a weight calculator for an item in POS for GEM-RECYC.
  • Added transport fee amounts in POS.
  • Added a dropdown menu to choose a carrier in the POS delivery note.
  • Added column sorting (except price) in the aged inventory report.
  • Added specific fields for GEM-RECYC in POS.
  • Added “Before” and “After” columns in the inventory variance report.
  • Added a clickable link to invoices in the customer and supplier history screen.

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