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The CustomBooks™ Portal
Overview The CustomBooks™ Portal is the initial screen you see after logging in, serving as the central hub for managing accounts, accessing financial details, and performing various administrative tasks. In the CustomBooks™ Portal, you will find the ...
AccountingSuite™ Product Perks: July 2024 - Portal
Your AccountingSuite™ Portal is more than just a place to access your accounts. Did you know that you can browse email logs, create new accounts, view information on Cloud Banking transactions, and view charts and graphs? We’ve packed a whole lot of ...
Logging in and out of CustomBooks™
Logging in and out of CustomBooks™ is a straightforward process designed to keep your data secure while providing easy access to your account. Logging in to CustomBooks™ There are two methods of logging in. Method 1: Standard Login involves entering ...
Viewing Email Logs
We keep a history of all emails sent through CustomBooks™ and you have access of these historical records if you need them. On your dashboard, click Email Logs (see figure 1, on the far right) and then click the Data button in the middle (see figure ...
How to Check if a PO Has Been Emailed
You can easily verify whether a Purchase Order (PO) has been emailed in CustomBooks™ using the Purchase Order List View or by checking the Email Logs. This process is also applicable to other documents such as Sales Orders (SO), Invoices, Cash ...