CustomBooks™ Homepage: Workspace, Business Pulse & Bank

CustomBooks™ Homepage

Overview

The CustomBooks™ Homepage provides a central workspace for accessing the features, modules, and tools available in your account. Its organized layout and navigation options make it easier to move between different areas of CustomBooks™ and manage your daily business operations.

Note: The features and menu options available to you may vary depending on your CustomBooks™ edition, enabled features, and user permissions.

At the top of the Homepage, you can access three primary sections:

  • Workspace – Provides shortcuts to commonly used CustomBooks™ features and workflows.
  • Business Pulse – Provides a visual overview of your company's financial health and key financial metrics.
  • Bank – Provides an overview of your bank GL accounts (connected or not), balances, and banking activity.


Accessing the Homepage

After logging in to CustomBooks™, the Homepage serves as your primary workspace.

At the top of the Homepage, select one of the following tabs to access the corresponding section:

Homepage → Workspace | Business Pulse | Bank

You can also use the Use as default checkbox in the upper-right corner to set the current Homepage view as your default landing page.

Workspace

The Workspace provides an intuitive, visual way to access commonly used CustomBooks™ features. It organizes related functions into sections and uses icons and workflow arrows to help you locate the appropriate tools.

The available sections include:

  • Sales
  • Accounting & Banking
  • Inventory
  • Purchases
  • Lists
  • Admin Panel

  1. Sales

The Sales section provides shortcuts for managing customer sales activities and transactions.

Common options include:

    • Sales Quotes
    • Sales Orders
    • Shipments
    • Sales Invoices
    • Cash Receipts
    • Sales Credits & Refunds
    • Cash Sales
    • Sales Tax
    • Cloud Commerce

The arrows between certain icons illustrate the typical workflow between related sales transactions.

  1. Accounting & Banking

The Accounting & Banking section provides access to core accounting and banking functions.

Common options include:

    • Payments
    • General Ledger
    • Deposits
    • Reconciliations
    • Register
    • Audit Log
    • Journal Entry
    • Chart of Accounts
    • Cloud Banking

  1. Inventory

The Inventory section provides access to inventory management functions, including:

    • Items
    • Assembly Builds
    • Inventory Adjustments
    • Item Categories
    • Warehouse Transfers
    • Locations

  1. Purchases

The Purchases section provides shortcuts for purchasing and vendor-related activities, including:

    • Purchase Orders
    • Bills
    • Bill Payments
    • Item Receipts
    • Purchase Credits & Refunds
    • Cloud Payables

  1. Lists

The Lists section provides quick access to commonly used records, including:

    • Companies
    • Project/Jobs
    • Classes

  1. Admin Panel

The Admin Panel provides access to administrative tools and settings. Depending on your permissions and account configuration, options may include:

    • Extensions
    • Security
    • Test Company

The Workspace is designed to organize these functions into logical areas so you can quickly locate the tools you need.

Business Pulse

Business Pulse is a financial dashboard that provides a visual snapshot of your company's financial health. It allows you to review important financial information without having to run individual reports.

To access Business Pulse:

  1. Log in to your CustomBooks™ account.
  2. Go to the Homepage.
  3. Select Business Pulse from the navigation at the top of the page.



You can also access Business Pulse by navigating to Accounting → Tools → Business Pulse.

For more information about Business Pulse, see The CustomBooks™ Business Pulse.

Bank

The Bank tab on the CustomBooks™ Homepage provides an overview of your Bank GL accounts and their banking information. From this screen, you can review account balances, compare bank balances with the balances recorded in CustomBooks™, view transaction counts, and access bank accounts.

To access the Bank section:

  1. Go to the Homepage.
  2. Select Bank from the navigation tabs at the top of the page.


Bank Homepage Layout

The Bank page is divided into two main areas:

  • Cash Flow Graph – Displays banking activity for the selected bank account.
  • Bank GL Account List – Displays your Bank GL accounts and related account information.

  1. Cash Flow Graph

The left side of the Bank page displays a graph for the currently selected bank account.

The graph provides a visual representation of the account's:

    • Deposits
    • Payments

A legend at the bottom of the graph identifies the two types of activity. The graph can help you review the flow of money into and out of the selected bank account.

The selected bank account is displayed above the graph.


  1. Bank Account List

The right side of the Bank page displays the Bank GL accounts in CustomBooks™.

For each account, you can view information such as:

    • Bank Account – Displays the name or description of the Bank GL account. Double-clicking on the Bank Account field will open up Cloud Banking screen for the selected bank.
    • Bank Balance – Displays the balance reported by the connected financial institution.
    • In CustomBooks – Displays the corresponding balance recorded in CustomBooks™.
    • Updated on / Trxs count – Displays when the account was last updated (connected) and the number of transactions associated with the account.

This allows you to compare the balance reported by your bank with the balance currently recorded in CustomBooks™.

Note: The bank balance and the balance recorded In CustomBooks may differ. The Bank page displays both values so you can compare the information from your financial institution with the corresponding balance in CustomBooks™.


Account Update Information

The account list displays the date the bank account was last updated/connected. Depending on the account's connection status, the account may also indicate that it has Not updated/not connected.

The transaction count is displayed alongside the update information, allowing you to see the number of transactions associated with each connected account.

Search Bank Accounts

The Search field in the upper-right corner allows you to search for a specific bank account.

This can be useful when multiple bank accounts are connected and you need to quickly locate a particular account.

Bank Account Tools

The Bank page includes several tools above the account list. These may include options to:

      • Refresh the displayed banking information.
      • Sort the bank account list.
      • Output List to display bank account information in Spreadsheet or Text Document format, which can then be saved or printed.

Use these tools to update, organize, or print the information shown on the Bank page.

Connect Another Account

The Connect another account button at the bottom of the Bank page allows you to connect an additional bank account to CustomBooks™.

Select Connect another account when you need to add another financial institution or bank account to your Cloud Banking setup.

Summary

The CustomBooks™ Homepage provides multiple ways to access your business information and frequently used features.

  • Use Workspace to access your day-to-day CustomBooks™ functions and workflows.
  • Use Business Pulse to quickly review key financial metrics and access important financial reports.
  • Use Bank to monitor bank accounts, balances, connection status, and transactions requiring attention.

Together, these three sections provide a convenient starting point for managing your accounting, financial information, and banking activity in CustomBooks™.