Settings
Admin Panel: Print Form Settings
Overview The Print Form Templates and Settings in the Admin Panel allows you to manage and customize the layouts used for printing your business documents (e.g., sales invoices, purchase orders, customer statements, etc.). With print form ...
Admin Panel: Inventory Settings
Overview The Inventory Settings in the CustomBooks™ Admin Panel allow you to configure how your stock is tracked, managed, and valued. This includes setting up multi-location warehousing, enabling manufacturing workflows (Assembly Builds), and ...
Admin Panel: Purchase Settings
Overview The Purchase Settings in the CustomBooks™ Admin Panel allow you to customize your purchasing workflows, enable advanced inventory tracking features like Landed Cost and Item Receipts, and map default General Ledger accounts to ensure ...
Admin Panel: Sales Settings
Overview The Sales Settings in the CustomBooks™ Admin Panel allow you to configure the workflow for your sales cycle, enable advanced features like dropshipping and consignment, and map default General Ledger accounts for sales transactions. How to ...
Admin Panel: General Settings
Overview The General Settings in the CustomBooks™ Admin Panel allows you to configure fundamental system behaviors, ranging from how your currency is handled to the precision of your financial data. How to Access General Settings To modify these core ...
Admin Panel: Security Settings
Overview Maintaining a secure and organized workspace is essential for any business. The Security Settings in the CustomBooks™ Admin Panel provide a centralized hub for managing who has access to your data and what level of permission they hold. The ...
Admin Panel: Bank Settings
Overview The Bank Settings page in CustomBooks™ allows you to configure default accounts, automate categorization, and manage how the system interacts with your downloaded or imported bank transactions. Correctly setting these options ensures ...
Admin Panel: Company Info
Overview The Company Info screen is where you establish the core identity of your business within CustomBooks™. This information is used throughout the system for reporting, tax forms, and official correspondence (such as invoices and purchase ...
Security Settings: Profiles and Permissions
Overview Access to modules in CustomBooks™ is controlled via User Profiles. Any number of User Profiles may be created containing the needed permission settings for a group of users. Once a profile is created, it may be applied to one or more users ...
Security Settings: Users
Users CustomBooks™ is a cloud-based accounting software application, this means that we offer a seamless way to manage your financial data. One of its key advantages is the ability to add new users without the need for additional software ...