Admin Panel Menu in CustomBooks™
Overview
The Admin Panel menu in CustomBooks™ is the centralized area where administrators or authorized users manage system settings, security controls, company preferences, integrations, and user access.
This menu provides tools for configuring company-wide settings and maintaining the overall administration of the system.
The Admin Panel is organized into three main sections:
- Reports – Access to the Universal Report
- Tools – Manage setup, utilities, integrations, and administrative functions.
- Settings – Configure operational and accounting preferences across the system.
Purpose of the Admin Panel
The Admin Panel is designed to help administrators or authorized users:
- Manage system configuration
- Control user permissions and security
- Configure company settings
- Manage integrations and connected services
- Maintain operational preferences
- Monitor administrative activities
The features available within the Admin Panel may vary depending on user role permissions and enabled modules.
Features in the Admin Panel
Reports
- Universal Report
Provides access to customizable reporting tools that allow users to generate, save, and run reports across different business areas.
Common Uses:
- Generate operational and financial reports
- Save report templates for recurring use
- Filter data by date ranges and criteria
-
Export reports for analysis or sharing
Tools
- Setup Wizard
Displays a read-only summary of the information you entered when completing the initial Setup Wizard for your CustomBooks™ account. This page allows users to review setup details, but does not permit editing from this screen.
Common Uses:
- Review the company setup information entered during initial account configuration
- Verify system setup selections and preferences
- Confirm initial configuration details for reference purposes
- Audit account setup information without making changes
- Utilities
Provides access to administrative utility functions used to maintain, update, and manage system-level processes within CustomBooks™.
Common Uses:
- Allows users to merge duplicate records
- Export all account data into CSV file format
- Active User List
Displays users currently logged into the system.
Common Uses:
- Monitor active sessions
- Identify users accessing the environment
- Auto-numbering
Controls automatic numbering formats used across transactions and records.
Common Uses:
- Configure document numbering for invoices, sales orders, purchase orders, etc.
- Maintain consistent document reference
- Integrations
Provides access to available third-party connections and synchronization tools.
Common Uses:
- Connect external applications
- Enable data synchronization
- Extend system functionality
- Data Import Wizard
Allows bulk importing of records into CustomBooks™.
Common Uses:
- Import customers and vendors
- Upload products and inventory records
- Migrate historical data into the system
- Conversions
Provides utilities for converting or migrating data from QuickBooks Online.
Common Uses:
- Convert records
- Support data transition processes
- Align information with updated configurations
- Beta Preview
Provides access to upcoming features before official release.
Common Uses:
- Test new functionality
- Review enhancements early
- Provide feedback on beta features
- Extensions
Provides access to extension settings
Common Uses:
- Allows users to view, manage, and configure the values set for extensions installed from the Extensions Store
- Allows users to quickly review how each installed extension is configured
- Security Log
Displays system activity and security-related events.
Common Uses:
- Monitor account access
- Review administrative actions
- Audit system activity
- Test Company
Provides a separate environment for testing and training purposes.
Common Uses:
- Practice workflows without affecting live data
- Test configurations
- Validate processes before production use
- Upgrade Tool
Supports system upgrades and related administrative processes.
Common Uses:
- Apply platform upgrades
- Prepare data for updates
- Manage transition activities
- Attachments
Stores and manages files linked to records and transactions.
Common Uses:
- Access the attached files related to specific records
- Review all files attached throughout the system
- Edit attached files related to specific records
- Maintain document history and supporting documentation
Settings
- Company Info
Contains company-level information and organizational details.
Common Uses:
- Update company profile information
- Maintain business contact details
- Configure company identification settings
- Security Settings
Provide a centralized hub for managing who has access to your data and what level of permission they hold.
Common Uses:
- Adding users
- Manage permissions and restrictions
- General Settings
Contains system-wide preferences that affect overall application behavior.
Common Uses:
- Configure default system behavior
- Manage display and operational preferences
- Control global settings
- Print Form Settings
Allows customization of printed forms and document layouts.
Common Uses:
- Configure document templates
- Adjust print formatting
- Customize document presentation
- Bank Settings
Manages banking-related configuration and preferences.
Common Uses:
- Configure default accounts
- Automate categorization
- Manage how the system interacts with your downloaded or imported bank transactionS
- Accounting Settings
Contains accounting preferences, fiscal controls, tax settings, and default accounting configurations.
Common Uses:
- Set default accountS
- Configure fiscal periods
- Manage accounting controls
- Sales Settings
Controls sales-related behaviors and defaults.
Common Uses:
- Configure sales transaction defaults and preferences
- Manage invoice and sales order behavior
- Set up payment terms, taxes, and customer sales options
- Purchase Settings
Contains purchasing and vendor transaction configuration options.
Common Uses:
- Configure purchase transaction defaults and preferences
- Manage purchase orders, bills, and vendor transaction settings
- Inventory Settings
Controls inventory management preferences and operational behavior.
Common Uses:
- Configure inventory tracking and stock management preferences
- Control inventory transaction behavior and workflows
- Set up warehouse, quantity, and stock-related options
Summary
The Admin Panel in CustomBooks™ centralizes administrative functions, allowing organizations to manage reporting, configure system settings, maintain security, and support operational workflows from one location. Proper configuration of these areas helps ensure efficient system administration and consistent business operations.