Purchases Workflow The diagram below (Figure 1) illustrates several possible workflows in the Purchases cycle. It’s important to note that the order shown in the diagram needs to be adhered to. For more information about which workflow to choose for ...
CustomBooks™ Workflow Overview This article is an introduction to CustomBooks™ Workflow. The main purpose of this document is to provide a basis for understanding “what comes next” in the Sale/Purchase lifecycle in CustomBooks™. There is no one best ...
Overview Cloud Payables in CustomBooks™—also referred to as the Bill.com integration—connects your Bill.com account with CustomBooks™, allowing Accounts Payable (A/P) data to be brought into the system through a structured staging and approval ...
Sales Workflow The following diagram depicts several CustomBooks™ Workflows. Please note that some documents are optional in workflows. Sales Documents that are optional : Sales Quote, Sales Order, Shipment, Credit Memo. Sales Documents that have an ...
Purchases The Purchases module consists of Purchase Orders, Item Receipts, Bills, Bill Payments and Purchase Returns. Purchase Order Highlights CustomBooks™ can be set up to reflect how your business runs. For example, a vendor can also be a ...