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General information: General information tab

Currency conversion rate

Some invoice models like the modern in FC model feature currency conversion. This model uses American dollars (USD) and the total is converted to Congolese francs (CF). Therefore, you have to configure the conversion rate to be applied to the invoice. After having selected the modern in FC invoice model, follow the steps below to configure the conversion rate.

  1. Access the General information configuration window under the General information tab.
  2. In the Conversion section, enter the conversion rate in the Rate field.
  3. Click on the diskette button to save.
  4. Restart GEM-CAR.

Hourly rate on invoices

To display hourly rate on invoices, follow the steps below.

  1. Access the General information configuration window under the General information tab.
  2. Type a numerical value corresponding to the hourly rate in the Disp. hourly rate field. The value will appear on invoices except if you set it to zero (0). In this case, the hourly rate will not show at all on invoices.
  3. Click on the diskette button to save.

Limit invoicing to anterior dates

You can limit how far in the past an invoice can be made. To do so, follow the steps below.

  1. Access the General information configuration window under the General information tab.
  2. Entre the maximum number of days in the Do not allow invoicing beyond this number of days in the past field.
  3. Click on the diskette button to save.

Work steps

In the Steps section, you can configure which work steps will be considered by GEM-CAR as the Proposed and rescheduled and Back order steps. To do so, follow the steps below.

  1. Access the General information configuration window under the General information tab.
  2. In the Steps section, enter the numerical value corresponding to the step you want to assign in the Proposed and rescheduled and Back order fields or click on the magnifying glass buttons adjacent to these fields to retrieve the steps in the Document progression management window.
  3. Click on the diskette button to save.

Walk-in customer

To configure the walk-in customer, follow the steps below.

  1. Access the General information configuration window under the General information tab.
  2. In the Customer section, enter -1 in the Walk-in customer code field.
  3. Enter WALK-IN in the Walk-in customer name field.
  4. Click on the diskette button to save.

Default area code, city and province or state

To configure the default area code, city and province or state, follow the steps below.

  1. Access the General information configuration window under the General information tab.
  2. Click on the button on the right of the Area code field. This will populate the Area code and the City fields based on the information configured for your company.
  3. Click on the diskette button to save.