Settings
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 allow 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: Inventory Settings
Overview The Inventory Settings in the CustomBooks™ Admin Panel allow you to configure how your stock is tracked, managed, and valued. This includes setting up multi-location warehousing, enabling manufacturing workflows (Assembly Builds), and ...
Admin Panel: Purchase Settings
Overview The Purchase Settings in the CustomBooks™ Admin Panel allow you to customize your purchasing workflows, enable advanced inventory tracking features like Landed Cost and Item Receipts, and map default General Ledger accounts to ensure ...
Admin Panel: Sales Settings
Overview The Sales Settings allow you to configure how sales transactions are processed throughout the system. These settings control sales document workflows, customer credit application behavior, email defaults, sales tax preferences, and the ...
Admin Panel: General Settings
Overview The General Settings page in the CustomBooks™ Admin Panel allows you to configure fundamental system preferences, including currency, email settings, custom fields, list appearance, units of measure, decimal precision, report views, and ...
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: Bank Settings
Overview The Bank Settings page in CustomBooks™ allows you to configure default accounts, automate categorization, and manage how the system interacts with your downloaded or imported bank transactions. Correctly setting these options ensures ...
Admin Panel: Company Info
Overview The Company Info screen is where you establish the core identity of your business within CustomBooks™. This information is used throughout the system for reporting, tax forms, and official correspondence (such as invoices and purchase ...
Security Settings: Profiles and Permissions
Overview User Profiles and Permissions in CustomBooks™ control what each user can see and do within the system. Administrators can assign specific roles and permissions to users so that access to different modules and features is customized based on ...
Security Settings: Activating/Deactivating the Support User
Support User CustomBooks™ is equipped to provide strong support, ensuring smooth operations and quick resolution of any issues. Occasionally, our Help and Support team may need to log in to your account, with your permission, to assist in resolving ...
Security Settings: Adding External Accountants as Users
Overview In CustomBooks™, you can grant access to an external accountant, CPA, bookkeeper, or accounting professional by creating a user account for them within your account. This allows your trusted advisor to log in and assist with bookkeeping, ...
Security Settings: Users
Overview In CustomBooks™, Users are individuals who have been granted access to your account. Each user can log in and work within the areas they are permitted to see and use. CustomBooks™ offers unlimited user access, meaning you can add as many ...
Precision (Decimal Settings)
Overview Precision in CustomBooks™ refers to the number of decimal places used in system fields such as: Quantity Price Cost This setting determines how many digits appear after the decimal point and directly affects how values are entered, ...
Security Settings: How to Change or Update a User’s Email Address
Overview For audit and security reasons, CustomBooks™ does not allow the direct modification of a user’s email address once it has been saved. This policy ensures the integrity and traceability of all transactions and activities within the system. By ...