Universal Report
Roles and Security
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 ...
Administration
Administration This section includes administrative functions of the application such as your account, updating billing information, and adding users. Manage your accounts Updating you billing information Adding users
How to add external accountants to your account in CustomBooks™
Adding an External Accountant or Bookkeeper Collaborating with an external accountant or bookkeeper is essential for maintaining accurate financial records and ensuring compliance. CustomBooks™ simplifies this process by allowing you to seamlessly ...
Do I have to set the settings every time I run the Universal Report?
When creating a Universal Report, you may save the settings so that you don't have to change them again the next time you need to run that report. After you have selected the groupings, filters, indicators and conditional appearance settings, click ...