Tools
Admin Tools: Attachments
Overview The Attachments tool in CustomBooks™ allows users to manage and view all files that have been uploaded or attached to various documents within the system. This tool offers a centralized location for monitoring attachments across modules such ...
Admin Tools: Extensions (Settings)
Overview The Extensions Settings feature in the Admin Tool allows users to view, manage, and configure the values set for extensions installed from the Extensions Store. This page allows users to quickly review how each installed extension is ...
Admin Tools: Setup Wizard (Preview)
Overview The Setup Wizard in the Admin Panel displays a read-only summary of the information you entered when completing the initial Setup Wizard for your CustomBooks™ account. It is not an editable form — it only shows what was saved during setup. ...
Admin Tools: Auto-numbering
Overview The Auto-Numbering feature in the CustomBooks™ Admin Panel is designed to ensure consistency and traceability across your company data. It allows you to define unique identifier schemes for your documents (e.g. Invoices and Bills) and list ...
Admin Tools: Active User List
Overview The Active User List feature in CustomBooks™ allows administrators and authorized users to view which users are currently logged into the system. This tool helps monitor account activity, improve security oversight, and assist with ...
Admin Tools: Beta Preview
Overview The Beta Preview section in CustomBooks™ provides access to features that are currently under active development. These features are available for early testing and evaluation before being fully released. Beta features allow users to explore ...
Admin Tools: Integrations
Overview Integrations in CustomBooks™ allow you to connect your accounting system with third-party applications to extend functionality, reduce manual data entry, and keep data synchronized across platforms. These integrations help automate key ...
Admin Tools: Security Log
Overview The Security Log in CustomBooks™ provides a detailed audit trail of all changes to the users and user profiles within an account. It allows administrators and authorized users to see who made the changes, what was changed, and when the ...
Admin Tools: Utilities
Overview The Utilities section in CustomBooks™ provides a set of tools to help users maintain clean, organized, and accessible data within their account. These tools allow you to manage duplicates, combine records, and export your account data for ...
CustomBooks™ Messaging and Conversationsᴮᴱᵀᴬ
Messaging and Conversations (Collaboration System) Messaging and Conversations allow users to communicate with other users in CustomBooks™ through chat message and video conference calls. Video calls have been enhanced and are available if a ...
Utilities: Merge Tool
Overview The Merge Tool in CustomBooks™ helps you combine duplicate records into a single, consolidated record. This is useful for maintaining clean data—especially when multiple versions of the same vendor, customer, item, or account have been ...
Admin Tools: Data Import Wizard
Overview If you are trying to import transactions into Cloud Banking, please see this article. The Data Import Wizard is a powerful tool and feature that enables users to efficiently bring external data into their system. With this tool, users can ...
Admin Tools: CustomBooks™ Test Company/Sandbox
Test Company/Sandbox Overview CustomBooks™ offers each paid account a complimentary second account, referred to as the "Test Company" or "Sandbox." The Test Company/Sandbox account is designed for testing, training, or exploring new features without ...