Navigation
Customizing the Layout of the CustomBooks™ Homepage and User Interface
Overview CustomBooks™ allows you to personalize your homepage and user interface to better match your workflow. You can choose which homepage view appears when you sign in, customize the menu items and panels displayed on the homepage, and adjust the ...
The New CustomBooks™ Document Footer
We've redesigned the document footer so that it's consistent across documents where totals are shown. It includes: Information that you'd expect to see in an easy to read format. Line total - Discounts = Subtotal + Shipping + Sales tax = Total. See ...
The CustomBooks™ Command Bar
The CustomBooks™ command bar appears at the top of almost every screen in the application and contains actions that may be taken on the data showing on the screen. For example, on the Sales Orders list view, you can use these actions to create a new ...