Extensions
Asset Tracker (Extension)
Overview The Asset Tracker allows you to keep track of assets in your company and to record depreciation based on a custom depreciation schedule. Video Installation Please view this article for installation instructions. Access To open the Asset ...
Expense Reports (extension)
Overview The Expense Reports extension allows users of your organization to submit expense reports and managers to approve the expense reports. Installation Please view this article for installation instructions. Setup A few setup tasks are needed In ...
Invoice Reminders (Extension)
Overview The Invoice Reminders extension allows you to configure automatic reminders to customers for whom you have have invoiced. The extension includes a number of pre-written email templates that are customizable and allows for the creation of new ...
Gross Margin Report (Extensions)
Overview The Gross Margin Report looks at the percentage and profit margin based solely on sales and the cost of producing those sales. For financial reporting, it gives you a picture of how much revenue is left after deducting all the direct costs ...
Item Clipboard (extension)
Overview The Items Clipboard allows users to add items from the items list or any document to the clipboard and paste them into another document. By using the Items Clipboard, you can arrange the items in the way that you want them in the document. ...
Inventory KPI Dashboard (Extensions)
Overview The Inventory KPI Dashboard is a visual display of the critical information decision-makers need to achieve their objectives. With four distinct reports, this tool allows you to track all inventory on a single page, providing a quick ...
Multi-currency Balance Sheet Report (extension)
Introduction Now available with multiple currencies, CustomBooks™’s Balance Sheet report gives business owners the ability to manage the company's assets, liabilities and shareholders equity in the default or target currencies. Installation Please ...
Multi-currency Financial reports (extension)
Multi-currency reporting offerings include the Income Statement, Balance Sheet, A/P Aging, A/R Aging, and General Ledger reports Introduction Now available with multiple currencies, CustomBooks™’s Financial Reports are available in multi-currency ...
Customized Selection Tool (extension)
Introduction This extension allows users to add items to Purchase Orders or Items Receipts documents using a multiple selection window or by continuously adding items one by one. The selection window will remain open until the work has been ...
Blank Check Stock Printing (Extension)
The Blank Check Stock Printing extension allows bookkeepers and accountants to print checks directly from CustomBooks™ using blank check stock. This extension enhances security, reduces costs compared to pre-printed checks, and simplifies operations ...
Multi-currency A/R Aging Report (extension)
Introduction Now available with multiple currencies, CustomBooks™’s standard A/P Aging Report helps business owners manage the payables process by allowing them to switch between their default and target currencies. Installation Please see this ...
Auto Purchase Orders (extension)
Introduction Use predictive AI to automate purchase order workflow to ensure you are never out of stock. Automation leads to more efficient warehouse management, fulfillment operations, and in the end to better customer experience. The Automated ...
Print lot labels from Item Receipt
Introduction This extension allows users to print labels with lots and barcodes for received items directly from the Item Receipt screen. Installation Please see the article on Managing Extensions for installation instrucitons. Usage On the item ...
Inventory Journal (with and without lots)
Introduction This dynamic report totals up and shows details of all transactions, including opening and closing balances (5), receipts and expenses (3,4), and/or item(s) (1) for a defined period split by location (2). The report has many great ...
Choose Item Purchase Cost (extension)
Introduction This extension allows users to choose between item expected cost (from the Item Detail Card) and item last cost 9cost the last time the item was purchased) when creating purchase orders. The Purchase Order draft is automatically updated ...
Advanced Barcoder (Extension)
CustomBooks™ Advanced Barcoder: Overview CustomBooks™ Advanced Barcoder is a powerful feature designed to simplify the process of scanning multiple items at once using virtually any compatible barcode scanner. This extension enhances the standard ...
Managing Extensions
Installing Extensions To install an extension, Click the Extensions menu item in the main menu Click Extensions Catalog. Double click the extension you wish to install. In the pop-up window, click install. Usage instructions are included in the ...