Not to mention, Actif isn’t just any accounting software; it also happens to be hosted in the cloud. It offers, among other things, a solution for all your business’ needs. These include billing, advanced accounting, human resources, project management, secure file sharing, freight transportation or POS. Cashiers and Accounting departments use the GEMS Accounts Receivable/Cash Collection module to collect and record those payments.

  • The program has a built-in contact manager feature that lets you keep track of your clients’ contact information and history.
  • This allows sales staff to pull up products and show product variations while walking around the floor.
  • As long as you have an Internet connection, you can access all of your data in just a few clicks.
  • Some important details you can add include a description of the jewelry piece, price, certification number, barcode ID, vendor, and more.

The GEMS program opens with a screen from which you can select the federal estate tax returns, fiduciary accountings or federal gift tax returns module. A screen then appears and you may select an existing data file or to create a new data file. Menus for utilities, preferences and help are on a bar at the top of the screen.

Accounts

Many host and attend regional user group meetings throughout the year, and between users make a point to attend the Harris Customer Training Conference annually as well. Easy to use and understand – The program was designed to be simple but powerful. You can start using it right away without reading any manuals or tutorials. GemTrust Accounting Software has everything you need to keep your books in order. You can record sales, track expenses, and even print invoices — all without having to purchase expensive software or hire an accountant.

Whether you want to automate a single task or handle the entire process, we have the solutions to help you create, execute, and maintain rock-solid trusts. All the program modules include spell checking, advanced word processing and formatting capabilities. Gems Trust Accounting Software is a comprehensive accounting software that will help you with your small business and personal finances. It does not matter whether you have a single store or multiple stores, GemTrust Accounting Software will help you manage them easily.

  • Actif is an accounting software you can always expand with additional modules.
  • Easy-to-use interface – The user interface has been designed to be simple and intuitive, so even novice users can easily navigate through the application without any problems.
  • If you subsequently change the inventory value of an already posted sale of an inventoried asset, GEMAcct displays the sale transaction and adjusts the previously recognized value.
  • Now that the data has been exported from EstateVal, you can import it into either GEM706 or GEMAcct.
  • GEMAcct will automatically adjust the fractional distribution of the remaining assets based on the values as of the date of distribution.
  • It offers, among other things, a solution for all your business’ needs.

To do so, open the appropriate GEMS program, and then open the relevant client file. Click Import existing EVP portfolio, select Date of Death or Alternate Date, depending on what type of report you exported, enter the file you exported from EstateVal, and then click Transfer. You can select your File Import Options, and select or deselect individual items on the results page.

Gift Tax Return Preparation

Jewelry software solutions offer integration with e-commerce websites, as well as other systems. Most commonly, jewelry software integrates with personal websites that allow you to sell inventory from your own custom site. GEM706 addresses deceased accounts receivable vs accounts payable spousal unused exclusion (DSUE) portability reporting beginning with decedent information and includes extensive error messages regarding the DSUE. Handling of DSUE amounts and the election is extensively discussed in the GEM706 manual.

Payroll, compensation, pension & benefits

A comprehensive manual in PDF format is furnished for each of the program modules. The program does not, however, provide context sensitive help topics. The program also provides an Updates option directly on the introductory screen that appears when you launch the program and uses your internet connection to automatically check for future updates.

Estate planning

You can also create graphs of your sales data using our simple charting tool. GEM709 prepares all schedules and other pages of the Form 709, including net gift calculations, and features a special format for reporting and printing Crummey transfers. GEM706 now includes the ability to add Statements and Preparer Notes to items on all schedules. Statements are similar to footnotes and include information that users desire to submit with Form 706. Preparer Notes include information that you want to preserve for internal use only and are printed as a Miscellaneous report in option 14 from the Main Menu.

What you get with our fiduciary accounting software

GemTrust Accounting Software is designed to help you manage your business finances. It’s easy to use and very affordable, so you can start saving money right away. In addition, you can easily integrate your e-commerce activities by using our WordPress plugin. Since Actif is a software as a service (Saas), absolutely all of its data is in the cloud. As a result, you no longer need to install and launch applications on your own computers.

Gems Trust Accounting Software

Gems Accounting Software is ideal for small businesses, start-ups and freelancers. It can also be used by large companies to manage multiple locations across the world. The Cash Collection portion can be stand-alone or used in conjunction with other business modules. You can even set up “auxiliary” processing areas to handle high volume workloads in temporary or satellite areas using telecommunications. A comprehensive, regularly updated and searchable manual in PDF format is furnished for each of the program modules. The program doesn’t, however, provide context sensitive help topics.