The CustomBooks™ Portal

The CustomBooks™ Portal

Overview

The CustomBooks™ Portal is the initial screen you see after logging in, serving as the central hub for managing accounts, accessing financial details, and performing various administrative tasks. In the CustomBooks™ Portal, you will find the Company/Client List displaying all the companies' and clients' accounts. Here, you can add new companies or clients, invite a company or a client, manage plans, update payment methods, access email logs, access the Playground and the Company Dashboard.



The Portal has two main tabs: the Home Tab and the Playground Tab. (1) The Home Tab contains the Company/Client List and the Company Dashboard. The (3) Company/Client List displays all accounts, providing details such as Account No., Company/Client Name, Bank Status, Plan, Subscription Status, and more. The (4) Company Dashboard offers an overview of the company/client details, including bank details, net income (loss), expenses, sales, income, and expenses. (2) The Playground Tab provides access to playground accounts, which are available free for paid users and as a 30-day trial for trial users. At the top, there's a section for (5) Notifications, Inbox, and the dropdown menu access to the Account Portal, Profile, Help and Support Portal, Contact Us and the logout button.

Add or Invite New Company/Client

Within the Home Tab, users have the option to add or invite new companies or clients.
  1. Add New Company/Client: Users can add as many accounts as needed at once, ensuring scalability and flexibility in managing multiple entities.
  2. Invite New Company/Client: Invitations can be sent to new companies or clients to join the platform.
Additionally, a new feature allows users to choose between a monthly or annual billing cycle. Opting for an annual billing cycle can result in cost savings, making it a budget-friendly option.

      

Company/Client List

This section displays all accounts or client accounts with detailed information including:
  1. Account No.: Unique identifier for each account.
  2. Company/Client Name: The name displayed as it appears under Admin Panel > Company Info in the application. Clicking on this name will open the respective company in the CustomBooks™ application.
  3. Bank: Overview of connected banks including the bank name, status, balances, and unapproved transaction count.
  4. Plan: The active subscription plan for the account.
  5. Closing Date: The closing date set in Accounting Settings.
  6. Subscription Status: Indicates the status of the account with colored flags (green for paid, red for past due, blue for trial, and grey for cancelled).
  7. Actions: Options to manage the account, including buttons to pay or update credit card information, manage the plan, and access email logs.



Company/Client Dashboard

Provides a comprehensive overview of the financial details of the company, including:
  1. Financial Overview: Net income (loss), expenses, sales, and income and expenses.
  2. Bank Details: Information on connected bank accounts and their statuses.
  3. Graphs and Tables: Visual representations of financial data, allowing for easier analysis and understanding.



Playground

The Playground Tab provides access to playground accounts, which are available free for paid users and as a 30-day trial for trial users. This feature allows users to explore and familiarize themselves with CustomBooks™ functionalities without affecting live data. In the Playground, you can simultaneously test-drive our three most popular plans:
  1. Startup: Perfect for new businesses or solo entrepreneurs, the Startup plan offers essential accounting tools to get your financials off the ground.
  2. Business: Designed for growing companies, the Business plan includes advanced features that support increased transactions and reporting needs. Great for businesses with invoicing & billing needs.
  3. Professional with ECommerce: For online sellers that need to track Inventory. Tailored for businesses with an online presence, this plan integrates eCommerce capabilities, providing a seamless link between your sales and accounting.


Notifications, Inbox, and Dropdown Menu

In the top right corner of the CustomBooks™ Portal, users can access several important features:
  1. Notifications: Alerts and updates related to account activities and system messages.
  2. Inbox: Messages and communications from the CustomBooks™ team.
  3. Dropdown Menu: Provides quick access to the following options:
    1. Billing Portal: Direct link to the user's billing information, payment method, CC Info, and account management.
    2. Profile Settings: Options to update personal information and account preferences.
    3. Help and Support Portal: Access to knowledgebase articles, idea exchange, FAQs, and support resources.
    4. Contact Us: Contact information for customer support.
    5. Logout: Button to securely log out of the CustomBooks™ Portal.


To get a quick overview of the CustomBooks™ Portal, watch the short video below.




The CustomBooks™ Portal is designed to simplify the management of accounts and companies/clients, providing users with a comprehensive overview and easy access to essential financial and administrative tools.

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