AccountingSuite™ Product Perks: July 2024 - Portal

AccountingSuite™ Product Perks: July 2024 - Portal

Your AccountingSuite™ Portal is more than just a place to access your accounts. Did you know that you can browse email logs, create new accounts, view information on Cloud Banking transactions, and view charts and graphs?


We’ve packed a whole lot of features in there!
  • Add Clients

  • Invite Clients

  • Notifications, Inbox, Account, Profile, Help, Contact us

  • Account list

  • Subscription Status

  • Dashboard - graphs

  • Bank Statuses

  • Pay Now, Manage Plan (upgrade/downgrade) and Email logs

  • Playgrounds - users can try different editions with preloaded test data


Watch the video to learn more ways the Portal can make your life easier!



    Need help applying this to your business?

    See how CustomBooks™ can support your accounting and inventory workflow

    If you are evaluating CustomBooks™ or want help setting up workflows for your business, explore the product or schedule a conversation with our team.

    Already using CustomBooks™? Explore the Knowledge Base or contact support for product help.



      • Related Articles

      • The CustomBooks™ Portal

        Overview The CustomBooks™ Portal is the initial screen you see after logging in, serving as the central hub for managing accounts, accessing financial details, and performing various administrative tasks. In the CustomBooks™ Portal, you will find the ...
      • AccountingSuite™ Product Perks: July 2023 - Interactive Guidance Tool

        We're excited to present you with another incredible resource from our suite of innovative solutions – the Interactive Guidance Tool! Designed to revolutionize user experiences, this dynamic tool provides comprehensive support and streamlines ...
      • AccountingSuite™ Product Perks: August 2023 - User Roles & Security

        Welcome to the latest edition of "Product Perks," where we highlight innovative solutions from our ever-evolving software! This month we are introducing you to features and tools designed to boost security and provide you with more control than ever ...
      • AccountingSuite™ Product Perks: September 2023 - Quick Menu

        AccountingSuite™ Product Perks: September 2023 - Quick Menu This month our Product Perks focuses on our Quick Menu! This handy little menu is located in the upper left hand corner of the screen in the yellow side menu area. This module gives you one ...
      • AccountingSuite™ Product Perks: October 2023 - Workspace

        AccountingSuite™ Product Perks: October 2023 - Workspace This month’s Product Perk highlights the Workspace - a launchpad for all things AccountingSuite™ . This versatile tool provides a comprehensive view of documents, lists, and settings, while ...