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.
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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: 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 ...
Admin Panel: General Settings
Overview The General Settings in the CustomBooks™ Admin Panel allows you to configure fundamental system behaviors, ranging from how your currency is handled to the precision of your financial data. How to Access General Settings To modify these core ...