CustomBooks™ Product Perks: May 2025 - Mobile Dashboard

CustomBooks™ Product Perks: May 2025 - Mobile Dashboard

CustomBooks™ Product Perks: May 2025 - Mobile Dashboard


The new CustomBooks™ Mobile Dashboard was designed with one thing in mind: making financial management effortless, wherever your business takes you.

Whether you're a business owner reviewing monthly sales, or a CPA sharing end-of-year reports - our Mobile Dashboard helps you stay in control on the go.

 

Getting Started is Easy:

  • Download the Mobile Dashboard from App Store/Google Play Store.

  • Log in with your CustomBooks™ credentials.

  • New to CustomBooks™? Click "Sign Up" and start a free trial today!

 

Key Features that you’ll love:

  • Multi Company Access - manage multiple businesses or clients in one place.

  • Intuitive Dashboard - Real time insights give you a snapshot of your most important metrics—sales, net income, and expenses—all in real time. Customize your date range to match the reports you need.

  • Bank and Credit Card Monitoring - See if banks are online, or need attention; you can also see both bank and Custombooks™ balances, and recent transactions.

  • Document Vault - Upload and securely share reports from your phone, or receive reports from your financial team.

  • 5-Star Human Support - Have Questions? Fast, reliable and friendly help is just a tap away.

 

Your data is protected with advanced security protocols, ensuring peace of mind every step of the way.

 

📱 iPhone & iPad: Download on the App Store

🤖 Android: Get it on Google Play

 

Watch it in action now:



    • Related Articles

    • AccountingSuite™ Product Perks: May 2024 - Financial Comparative Reports

      Financial Comparative Reports Open cbdee363-686a-425d-9459-f15fc928e703.gif This month’s Product Perks video highlights our Comparative Financial Reports. Checking to see how you’re doing in relation to past periods is always a good thing and these ...

    • Inventory KPI Dashboard (extension)

      Overview The Inventory KPI Dashboard gives you a graphical representation of the health of your company's inventory. This dashboard can help to effectively control inventory and improve the efficiency and profitability of your company. Include in the ...

    • CustomBooks™ Product Perks: March 2025 - Report Packages

      CustomBooks™ Product Perks: March 2025 - Report Packages The CustomBooks™ Report Packages feature helps users bundle any module report into a package to send to clients, shareholders, leadership, employees...anyone! Discover how easily multiple ...

    • CustomBooks™ Product Perks: June 2025 - Inventory: Serial Numbers

      Serial Numbers Take control of your inventory with Serial Numbers in CustomBooks™ - the powerful feature that helps you identify, track, and manage products from receipt to sale. Key Benefits: Easy Setup: Enable Serial Numbers in each Item Card. ...

    • CustomBooks™ Reports

      Reporting CustomBooks™ has a complete set of financial, operational and project based reports. Our advanced reporting customization features allow you to create the report you want. To run a report, Navigate to Reports → Report Category (Ex. Sales) → ...