Searching using History Panel

Searching using History Panel

Locating Data in CustomBooks™ using the History Panel


CustomBooks™ tracks every move that you make so you don’t have to. Remember making a change to an invoice yesterday but can’t remember who it was? History is your answer. Simply click the history icon  in the upper right hand corner to reveal your tracks. All history entries and on a per-account basis and can only be seen by the logged-in user.




    • Related Articles

    • Searching

      Searching Data is no good if you can’t find it. CustomBooks™ has implemented several tools to use when you need to get at it. Click on the menus below to learn how to locate data in CustomBooks™ in many ways. Universal Search History Panel Favorites ...
    • Searching using Universal Search

      Locating Data in CustomBooks™ using Universal Search With Universal Search, find search terms across the entire application. Entering 1234 will search for dollar amounts, document numbers, quantities, phone numbers, everything. If you’re trying to ...
    • Admin Panel: Security Settings

      Overview Maintaining a secure and organized workspace is essential for any business. The Security Settings in the CustomBooks™ Admin Panel provide a centralized hub for managing who has access to your data and what level of permission they hold. The ...
    • Admin Panel: Accounting Settings

      Overview The Accounting Settings page in the CustomBooks™ Admin Panel is the central hub for defining how your system handles financial data. Here, you can establish your core accounting method, define reporting parameters, map default system actions ...
    • Admin Panel: Print Form Settings

      Overview The Print Form Templates and Settings in the Admin Panel allows you to manage and customize the layouts used for printing your business documents (e.g., sales invoices, purchase orders, customer statements, etc.). With print form ...