How do I customize the layout of the screen?

How do I customize the layout of the screen?

Modifying the Layout of the User Interface


CustomBooks has an extremely flexible user interface that can be modified to suit each individual user. The workspace is divided up into two header areas (1 in the image below), two sidebar areas (2 below), the main workspace area, and a footer area (3 below).

The configurable workspace elements include the main menu, the sub-menu, the toolbar, the history panel, the favorites panel and the open items tabs. These items may be moved into any of the areas listed above with the exception of the main workspace area, which is reserved.

To change the layout of the workspace,

  1. Click the yellow circle with a down arrow in the upper left-hand corner of the screen. This will reveal a menu.
  2. Choose View → Panel Setup. The Panel Editor will open.
  3. Drag each element into the section where you would like it to appear on the screen. Elements put at the bottom will not appear in the interface (see 4 below).
  4. Click Apply to see the changes or Ok to Save the changes.

You may rest the panels to the default setting by clicking the Default button.



Watch this video to learn how to get the application layout just the way you want it!


Customizing the Application Layout


    • Related Articles

    • AccountingSuite™ Product Perks: June 2023 - Power of the Tabs & Customizing the Home Screen

      We are delighted to announce the launch of a new monthly series called "Product Perks," aimed at exposing our users to the wide range of features available within our software. At AccountingSuite™, we are constantly striving to enhance your ...
    • CustomBooks™ Product Perks: January 2026 - Custom Print Forms

      CustomBooks™ offers a powerful advanced feature that lets you fully customize all of your Print Forms - so you stay in control of how your business communicates. Which fields are visible Column and row layout adjustments Colors, fonts, and formatting ...
    • CustomBooks™ Product Perks: November 2025 - Paid Customizations

      CustomBooks™ Product Perks: November 2025 - Paid Customizations Struggling to make your software fit your business? CustomBooks™ is one of the most easily customizable light ERP software applications—designed to meet your unique business needs, your ...
    • Custom Fields

      Custom Fields Overview Custom Fields allow users to add additional, user-defined data points to various modules in CustomBooks™, such as Companies, Sales Invoices, Items, Purchase Orders, etc. These fields can store information that isn’t part of the ...
    • CustomBooks™ Product Perks: October 2025 - Self-customizing CustomBooks™!

      CustomBooks™ Product Perks: October 2025 - Self-Customizing CustomBooks™! Easily self-customize CustomBooks™ and unlock powerful tools With CustomBooks™, every user can effortlessly tailor the platform to match their unique business needs and working ...