CustomBooks™ Features
What are the features of CustomBooks™?
General Ledger
- Journal Entries
- Tags / Dimensions
- Audit Trail
Accounts Receivable
- Invoice Customization
Accounts Payable
- Payment Processing
- Purchase Orders
Other Functionality
- Reconciliations
Reporting & Analytics
- Financial Statements
- Custom Reporting
- Dashboards
Platform
- Customization
- User, Role, and Access Management
- Performance and Reliability
- Output Document Generation
Integration
- Data Import and Export Tools
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Technology Glossary Features
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CustomBooks™ Categories on G2
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General Ledger
Journal Entries | Based on 42 CustomBooks™ reviews and verified by the G2 Product R&D team. Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source. | 93% (Based on 42 reviews) | |
Tags / Dimensions | Based on 36 CustomBooks™ reviews and verified by the G2 Product R&D team. Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon. | 91% (Based on 36 reviews) | |
Audit Trail | Based on 38 CustomBooks™ reviews and verified by the G2 Product R&D team. Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record | 90% (Based on 38 reviews) |
Accounts Receivable
Invoice Customization | Based on 38 CustomBooks™ reviews and verified by the G2 Product R&D team. The layout of the invoice template is fully customizable and you can add or remove fields. | 90% (Based on 38 reviews) | |
AR Automation | Based on 34 CustomBooks™ reviews. Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions. | 88% (Based on 34 reviews) | |
Collections Automation | As reported in 17 CustomBooks™ reviews. The system automates the dunning process to help drive collections | 84% (Based on 17 reviews) |
Accounts Payable
AP Automation | Based on 34 CustomBooks™ reviews and verified by the G2 Product R&D team. Steamlines data entry by auto populating recurring or predefined vendor values | 90% (Based on 34 reviews) | |
Payment Processing | As reported in 37 CustomBooks™ reviews. Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. | 91% (Based on 37 reviews) | |
Purchase Orders | Based on 36 CustomBooks™ reviews and verified by the G2 Product R&D team. Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process | 93% (Based on 36 reviews) |
Other Functionality
Inventory Tracking / Ordering | Based on 32 CustomBooks™ reviews and verified by the G2 Product R&D team. Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. | 91% (Based on 32 reviews) | |
Inventory Pricing and Costing | Based on 32 CustomBooks™ reviews and verified by the G2 Product R&D team. Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit. | 88% (Based on 32 reviews) | |
Inventory Reporting | See feature definition | Based on 33 CustomBooks™ reviews and verified by the G2 Product R&D team. Customizable reporting allows insight into usage of inventory and services. | 89% (Based on 33 reviews) |
Multi-Entity / Consolidation | Based on 31 CustomBooks™ reviews and verified by the G2 Product R&D team. Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations | 88% (Based on 31 reviews) | |
Recognition Rules | Automates recognition of revenue and expenses by defining recognition rules. This feature was mentioned in 19 CustomBooks™ reviews. | 86% (Based on 19 reviews) | |
Reconciliations | Based on 39 CustomBooks™ reviews and verified by the G2 Product R&D team. Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations. | 92% (Based on 39 reviews) | |
Payroll | As reported in 28 CustomBooks™ reviews. Payroll module or integration to an external payroll provider which automates the recording of payroll | 90% (Based on 28 reviews) | |
Time and Expense | Based on 30 CustomBooks™ reviews and verified by the G2 Product R&D team. Automated time and expense capture, tracking, approval, reimbursement and reporting | 91% (Based on 30 reviews) |
Reporting & Analytics
Financial Statements | Based on 44 CustomBooks™ reviews and verified by the G2 Product R&D team. General reporting offered covers all of the standard financial statements and meets the basic needs of the business | 94% (Based on 44 reviews) | |
Custom Reporting | Based on 42 CustomBooks™ reviews and verified by the G2 Product R&D team. Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer | 91% (Based on 42 reviews) | |
Budgeting / Forecasting | Based on 35 CustomBooks™ reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios. | 93% (Based on 35 reviews) | |
Dashboards | An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance 43 reviewers of CustomBooks™ have provided feedback on this feature. | 91% (Based on 43 reviews) |
Platform
Customization | Based on 35 CustomBooks™ reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. | 91% (Based on 35 reviews) | |
Workflow Capability | Based on 35 CustomBooks™ reviews. Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 90% (Based on 35 reviews) | |
User, Role, and Access Management | Based on 36 CustomBooks™ reviews and verified by the G2 Product R&D team. Grants access to select data, features, objects, etc. based on the users, user role, groups, etc. | 90% (Based on 36 reviews) | |
Internationalization | Based on 30 CustomBooks™ reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies. | 89% (Based on 30 reviews) | |
Performance and Reliability | Based on 40 CustomBooks™ reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 93% (Based on 40 reviews) | |
Output Document Generation | Based on 39 CustomBooks™ reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
| 89% (Based on 39 reviews) |
Integration
Data Import and Export Tools | Based on 36 CustomBooks™ reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 91% (Based on 36 reviews) | |
Integration APIs | Based on 29 CustomBooks™ reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 87% (Based on 29 reviews) | |
Breadth of Partner Applications | To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. This feature was mentioned in 28 CustomBooks™ reviews. | 88% (Based on 28 reviews) |
Inventory Management Platform Features
Centralized Inventory Database | Based on 25 CustomBooks™ reviews. Manage and track all inventory records across warehouses and retail locations through a single unified database. | 93% (Based on 25 reviews) | |
Stock History Reporting | Based on 24 CustomBooks™ reviews. View the history of individual items and compare the sales performance of new to old stock in order to inform purchasing decisions. | 91% (Based on 24 reviews) | |
Low Stock Notifications | As reported in 24 CustomBooks™ reviews. Set low stock thresholds and receive automatic alerts when stock decreases to that level. | 90% (Based on 24 reviews) | |
Bundles, Kits, & Variants | As reported in 23 CustomBooks™ reviews. Automatically adjust inventory for product bundles, kit orders, and product variations within the system. | 91% (Based on 23 reviews) | |
Asset Tracking | Use barcode or radio-frequency identification (RFID) technology with specialized readers or mobile applications to track inventory assets throughout warehouse facilities. This feature was mentioned in 13 CustomBooks™ reviews. | 92% (Based on 13 reviews) | |
eCommerce Integrations | As reported in 19 CustomBooks™ reviews. Integrate shopping carts, eCommerce platforms, POS, and payment gateways with the system to link inventory records between across platforms. | 90% (Based on 19 reviews) | |
Accounting Integrations | Track inventory costs and costs of goods sold (COGS) with accounting software integrations. 24 reviewers of CustomBooks™ have provided feedback on this feature. | 94% (Based on 24 reviews) | |
Data Exporting / Importing | As reported in 26 CustomBooks™ reviews. Transfer large volumes of inventory data records into and out of the system with built-in import / export tools. | 89% (Based on 26 reviews) |
Cash Flow
Track Cash Flow | Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds. | Not enough data | |
Income and Expenses | Add one-time or recurring cash flow items and add line items for each payment or deposit. | Not enough data | |
File Exports | Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis. | Not enough data |
Budgeting & Forecasting
Budgeting / Forecasting | Based on 35 CustomBooks™ reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios. | 93% (Based on 35 reviews) | |
Data Import | Import trial balance, monthly P&L, balance sheets, and other types of financial data | Not enough data | |
Versioning | Keeps track of all versions of a budget and allows users to compare versions | Not enough data | |
Historical Data | Forecasting is based on past transactions and historical financial or operational data | Not enough data |
Revenue
Revenue Types | Supports multiple types of revenues, such as recurring and transaction based | Not enough data | |
Revenue Allocation | Allows users to allocate revenues to various business entities or departments | Not enough data |
Multichannel inventory management
Warehouse Inventory Transfer | Allows users to create warehouse-to-warehouse transfers knowing the exact stock levels for both locations when sending and receiving | Not enough data | |
Multichannel Inventory Syncing | Allows users to sync inventory across multiple stores, marketplaces, and warehouses | Not enough data | |
Multi-Warehouse Routing | Allows users to connect sales channels to specific warehouses. | Not enough data |
3PL inventory management
Client management | Allows users to manage all thier clients on one system | Not enough data | |
Marketplace connections | Allows users to connect marketplaces for each client | Not enough data | |
3PL inventory tracking | Allows inventory tracking for specific customer required attributes such as lot, serial, style/color/size | Not enough data |
Inventory Management
Inventory Tracking | See feature definition | Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders. | Not enough data |
Inventory Costing | Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit. | Not enough data | |
Product Master | Manage and track all inventory records across warehouses and retail locations through a single unified database. | Not enough data | |
Inventory Forecasting | Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. | Not enough data | |
Integrations | Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms. | Not enough data | |
Stock Levels | Maintain visual on stock levels | Not enough data | |
Flow Of Goods | Track available inventory and manage flow of goods to/from warehouses | Not enough data | |
Reserving Goods | Reserve goods that have been added to cart and update stock levels | Not enough data |
Payroll
Tax Calculation | Calculates taxes due and may include resources or tools for federal and state tax compliance. | Not enough data | |
Reporting and Dashboards | Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes. | Not enough data |
Order Entry
Entry | Enter and convert orders and quotes | Not enough data | |
Register | Register received orders in the system | Not enough data | |
Notifications | Provide real-time notifications and status updates | Not enough data |
Order Tracking
Shipping | Verify shipping preferences | Not enough data | |
Tracking | Track orders and their statuses as they move along the supply chain | Not enough data | |
Backorder | Manage orders for products that are unavailable due to inventory shortage | Not enough data |
Customer Management
Order Status | Track status of orders from shipment to delivery | Not enough data | |
Information Access | Provide customers access to their information in order to answer FAQs | Not enough data | |
Email Notifications | Automatically send emails using certain triggers to notify customer service of issues | Not enough data |
Subscription Management
Payment Data | Store payment data and customer information | Not enough data | |
Payment Gateway | Support and/or integrate with a payment gateway(s) | Not enough data | |
Billing | Automate billing and contracts | Not enough data | |
Automatic Payments | Accomidate automatic payments from various payment methods | Not enough data |
AI
Data Extraction | Uses AI to automatically input data from receipts, invoices, and other documents | Not enough data | |
Invoice Processing | Uses AI to generates, send, and track invoices | Not enough data | |
Expense Management | Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns | Not enough data | |
Fraud Detection | Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time | Not enough data | |
Tax Compliance | Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns | Not enough data | |
Support Chatbots | Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports | Not enough data | |
Bank Reconciliations | Uses AI to match transactions recorded in the accounting system with those in bank statements | Not enough data | |
Report Generation | Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business | Not enough data | |
Customizable Alerts | Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances | Not enough data | |
Predictive Analytics | Uses AI to analyze data to identify trends and make predictions | Not enough data |
Mobile Applications - Accounting
Cloud Integration | Enables synchronization of accounting data across devices in real-time | Not enough data | |
Notifications | Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines | Not enough data | |
UI | Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables | Not enough data | |
Offline | Allows users to view and update certain data without an internet connection | Not enough data | |
Expense Tracking | Allows users to capture and upload expense receipts directly from mobile devices | Not enough data | |
Invoice Management | Enables creation, editing, and sending of invoices | Not enough data |
