Can I "flag" or "mark" a transaction for review later?

Can I "flag" or "mark" a transaction for review later?

Yes! You can use the Favorites feature. Click the star next to the document or transaction number at the top of the screen. To visit your starred items, click the star in the widget in the upper right side of the navigation bar.


    • Related Articles

    • What is the difference between the Save buttons?

      SAVE AND CLOSE, SAVE AND NEW, SAVE and SAVE AS DRAFT When you are creating any document in CustomBooks™ like Sales Orders, Item Receipts, Invoices, etc you have the option to Save and close, Save and new, Save or Save draft/Back to draft. Here are ...
    • Cloud Banking: Working with Downloaded or Imported Transactions

      Working with Downloaded or Imported Transactions For those accounts that have been connected to their banks via Cloud Banking, transactions will automatically flow in on a daily basis. Working with the downloaded transactions can be a real time ...
    • Integrating Paya for ACH and Credit Card Transaction Processing

      Paya Overview Paya is a leading payment processing provider that enables businesses to securely and efficiently manage ACH (Automated Clearing House) and credit card transactions. By integrating Paya with CustomBooks™, users can optimize their ...
    • Integrating Stripe for ACH and Credit Card Transaction Processing

      Stripe Overview Stripe is a leading online payment processing platform that allows businesses to seamlessly accept payments through credit cards, debit cards, ACH transfers, and other digital payment methods. Known for its robust security, ease of ...
    • The CustomBooks™ Command Bar

      The CustomBooks™ command bar appears at the top of almost every screen in the application and contains actions that may be taken on the data showing on the screen. For example, on the Sales Orders list view, you can use these actions to create a new ...