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How to View Product Perks and Release Notes in CustomBooks™
Stay up-to-date with the latest enhancements, new features, and important updates in CustomBooks™! We've made it easy to access both our detailed Release Notes and our quick-highlight Product Perks directly from within the application. You can view ...
Linking Documents Together
Overview Managing and linking documents is crucial for maintaining accurate records and efficient workflows. This process ensures that all related documents are easily accessible and traceable, enhancing both accuracy and efficiency. Why Link ...
Setting Up Early Payment Discount
How do I set up the early payment discount and days to discount in payables (Bill Payments) and receivables (Cash Receipts)? To use the early payment discount feature, it must first be enabled in the Admin Panel under General Settings. Once enabled, ...
Money Movement in CustomBooks™️
Service Receive Payments (Cash Receipts) Make Payments (Bill Payments, Payments) Cost Website Setup Paypal X X Paypal tx fees only www.paypal.com Quick Menu → Settings → Beta Preview ACH X .80%, capped at $5 www.stripe.com Quick Menu → Settings → ...
Document Views
List View The list view shows the list of the documents that have been created of that document type. A list of bill payments in the system. The list may be filtered by any field by using the Configure List option in Settings. Filtering may be also ...
Disclaimer
CustomBooks™ User Guide / Knowledebase © 2015, Yellow Labs Software, Inc. The CustomBooks™ User Guide / Knowledgebase is proprietary to Yellow Labs Software, Inc. (“YLSI”) and no ownership rights are hereby transferred. No part of the User Guide ...
Data Security
Data Security Protecting Your Data: Our Top Priority At CustomBooks™, we recognize the critical importance of data security in today's digital environment. We are deeply committed to safeguarding the information entrusted to us by our clients, ...
When I go to my test company, it says that I don't have permission. What does that mean and how do I fix this?
Most likely you are not a user in the test company. If you were given access to the main account after the sandbox was created, you are most likely not on the user list in the test company. Have someone from your company that does have access to ...
File Storage and File Attachments
File Attachments The file attachment feature in CustomBooks™ lets you upload and store any file type and associate it with a specific document or item. This is useful for things like storing an item's specification sheet, a receipt for a purchase, or ...
Terms and Definitions
Terms and Definitions Documents – we use the term documents to refer to the set of items that are completed as a part of a transaction. Documents include Sales Quotes, Sales Orders, Shipments, Sales Invoices, Cash Receipts, Cash Sales, Credit Memos, ...
The More Menu
The More Menu The More Menu appears on most of the pages in the application and provides useful functionality. Although the items change slightly depending on what part of the application being viewed, here are the descriptions of the major features ...
What is the difference between the Save buttons?
SAVE AND CLOSE, SAVE AND NEW, SAVE and SAVE AS DRAFT When you are creating any document in CustomBooks™ like Sales Orders, Item Receipts, Invoices, etc you have the option to Save and close, Save and new, Save or Save draft/Back to draft. Here are ...
We need to make a non-inventory misc item, how would we do that?
1. Navigate to the Items Lists. 2. Create a new item. 3. When creating an item use "Service" type. 4. In the Setup tab be sure and choose the correct category/account you want this item to default to for each transaction. Service Type items will not ...
About Costs
Costs AccountingSuite uses the following terms when reporting costs for an item: Standard (or expected) cost - this is in the expected cost field on the item card. It is entered manually and is stored as entered. This number is not used in any ...
My date format has changed! How do I change it back?
1) Check your default system language or localization settings. The date format will sometimes be affected by this setting. Make sure the region is appropriate for your situation. 2) If you have made changes in the Change Form Settings in the More ...
I accidentally charged the wrong card in Stripe! What do I do?
When you click Charge with Stripe, the card that is stored in the customer record is the card that is charged. In the case where there are multiple credit cards that may need to be charged per customer, it is necessary to delete the stored stripe ...
Can I "flag" or "mark" a transaction for review later?
Yes! You can use the Favorites feature. Click the star next to the document or transaction number at the top of the screen. To visit your starred items, click the star in the widget in the upper right side of the navigation bar.
What training resources do you make available and is there an active online user community?
We have several resources available to help you on your way to being successful with our software! Our user guide is a good place to start. Also, our support team can answer questions via chat, support requests or on the phone. And last but not ...