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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 ...
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: 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: Company Info
Overview The Company Info screen is where you establish the core identity of your business within CustomBooks™. This information is used throughout the system for reporting, tax forms, and official correspondence (such as invoices and purchase ...