Admin Tools: Setup Wizard (Preview)

Admin Tools: Setup Wizard (Preview)

Overview

The Setup Wizard in the Admin Panel displays a read-only summary of the information you entered when completing the initial Setup Wizard for your CustomBooks™ account. It is not an editable form — it only shows what was saved during setup.

This preview gives administrators/users a quick snapshot of how the account was configured, including key settings that were entered when the account was first set up.



Where to Find It

The Setup Wizard is available in the Admin Panel after the initial Setup Wizard has been completed. It provides a consolidated list of setup fields that were captured during onboarding.

What Information Is Shown

The preview includes details from your initial Setup Wizard configuration, such as:
  1. General Information — type of company, accounting method, etc
  2. Company Information — company name, address, tax settings, etc.
  3. Company Logo (if uploaded).
  4. Currency Settings — multi-currency settings and reporting currency.
  5. Sales and Purchases Defaults.
  6. Measurement Units and precision settings.
  7. Accounting & Chart of Accounts (CoA) Details.
  8. Setup Summary — a consolidated review of all entered information.
This preview reflects the setup completed during onboarding; it does not allow edits or changes once the wizard has been processed.

Important Notes

🔎 Read-Only: The preview is strictly informational and cannot be edited from this view.
✏️ To make changes: If you need to update any settings shown in the preview, these must be adjusted manually in the corresponding module settings section of the Admin Panel after setup, or you can click the Next button on Page 9 to be redirected to the Setup Wizard Review and Important Next Steps page, which provides the direct link to the module settings.

🧭 Purpose: The preview serves as a reference that helps administrators/users verify how the account was configured without needing to revisit multiple settings screens.

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