Admin Tools: Extensions (Settings)

Admin Tools: Extensions (Settings)

Overview


The Extensions Settings feature in the Admin Tool allows users to view, manage, and configure the values set for extensions installed from the Extensions Store. This page allows users to quickly review how each installed extension is configured without needing to open each extension individually. It displays the parameters and their corresponding values currently applied in the system.

How to Access


Navigate to:

Admin Panel → Extensions

The page will display extensions currently installed from the Extensions Store along with their associated configurable values.

What the Page Displays


The Extensions Settings page shows:
  1. Installed Extension Name
  2. Parameter Name
  3. Current Value Set
Each extension can be expanded to display its configured settings.

Below is an example view of the Extensions Settings page:


In the screenshot, you can see:

1️⃣ Asset Tracker
Displays configured accounts such as:
  1. Accumulated depreciation account
  2. Depreciation expense account
  3. Fixed asset account
  4. Fixed asset Gain and Loss G/L account
2️⃣ Auto Purchase Order – Generate Purchase Order
Shows automation settings, including:
  1. Frequency (e.g., 1)
  2. Frequency type (e.g., month)
  3. Last launch date
  4. Method to calculate Purchase Order quantity
  5. Auto-generation enabled (Yes/No)
  6. Assigned user for notifications
3️⃣ Inventory KPI Dashboard
  1. Launch on start (Yes/No)
4️⃣ User Notifications
  1. Launch on start (Yes/No)

Purpose of the Extensions Settings Page


This page helps users:
✔ Verify extension configuration values
✔ Review automation schedules and triggers
✔ Confirm account mappings (e.g., G/L accounts)
✔ Audit system setup for troubleshooting
✔ Check which features are enabled (e.g., Launch on start = Yes)

It provides a centralized view of the installed extension parameters in one location.

Updating Extension Settings


  1. Locate the extension you want to configure.
  2. Double-click on the Parameters' value field you wish to change.
  3. Input or select the new value, then click OK.
  4. Changes will be auto-saved once you click on OK.


    • Related Articles

    • Admin Tools: Auto-numbering

      Overview The Auto-Numbering feature in the CustomBooks™ Admin Panel is designed to ensure consistency and traceability across your company data. It allows you to define unique identifier schemes for your documents (e.g. Invoices and Bills) and list ...
    • Admin Panel: Bank Settings

      Overview The Bank Settings page in CustomBooks™ allows you to configure default accounts, automate categorization, and manage how the system interacts with your downloaded or imported bank transactions. Correctly setting these options ensures ...
    • Admin Panel: General Settings

      Overview The General Settings in the CustomBooks™ Admin Panel allows you to configure fundamental system behaviors, ranging from how your currency is handled to the precision of your financial data. How to Access General Settings To modify these core ...
    • Admin Tools: Data Import Wizard

      Overview If you are trying to import transactions into Cloud Banking, please see this article. The Data Import Wizard is a powerful tool and feature that enables users to efficiently bring external data into their system. With this tool, users can ...
    • Admin Panel: Security Settings

      Overview Maintaining a secure and organized workspace is essential for any business. The Security Settings in the CustomBooks™ Admin Panel provide a centralized hub for managing who has access to your data and what level of permission they hold. The ...