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Getting Started - Settings
CustomBooks™ Settings After completing the Setup Wizard, users need to review these advanced settings, as the Setup Wizard primarily covers basic and initial account configurations. In this step, you'll learn how to add users and set user profiles, ...
Expense Reports (extension)
Overview The Expense Reports extension allows users of your organization to submit expense reports and managers to approve the expense reports. Installation Please view this article for installation instructions. Setup A few setup tasks are needed In ...
Auto Purchase Orders (extension)
Introduction Use predictive AI to automate purchase order workflow to ensure you are never out of stock. Automation leads to more efficient warehouse management, fulfillment operations, and in the end to better customer experience. The Automated ...
Customized Selection Tool (extension)
Introduction This extension allows users to add items to Purchase Orders or Items Receipts documents using a multiple selection window or by continuously adding items one by one. The selection window will remain open until the work has been ...
Asset Tracker (Extension)
Overview The Asset Tracker allows you to keep track of assets in your company and to record depreciation based on a custom depreciation schedule. Video Installation Please view this article for installation instructions. Access To open the Asset ...