[ CustomB... Reviews ](https://www.g2.com/products/custombooks/reviews) [ CustomB... Reviews ](https://www.g2.com/products/custombooks/reviews) # CustomBooks™ Features ##### ## General Ledger (3) Journal Entries Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source. Tags / Dimensions 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. Audit Trail Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record Show More ##### ## Accounts Receivable (3) Invoice Customization The layout of the invoice template is fully customizable and you can add or remove fields. AR Automation 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. Collections Automation The system automates the dunning process to help drive collections Show More ##### ## Accounts Payable (3) AP Automation Steamlines data entry by auto populating recurring or predefined vendor values Payment Processing Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. Purchase Orders Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process Show More ##### ## Other Functionality (8) Inventory Tracking / Ordering Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. Inventory Pricing and Costing 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. Inventory Reporting Customizable reporting allows insight into usage of inventory and services. Multi-Entity / Consolidation Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations Recognition Rules Automates recognition of revenue and expenses by defining recognition rules. Reconciliations 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. Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll Time and Expense Automated time and expense capture, tracking, approval, reimbursement and reporting Show More ##### ## Reporting & Analytics (4) Financial Statements General reporting offered covers all of the standard financial statements and meets the basic needs of the business Custom Reporting 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 Budgeting / Forecasting Create and revise an unlimited number of budget, plan and forecast scenarios. 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 Show More ##### ## Platform (6) Customization Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. Workflow Capability 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. User, Role, and Access Management Grants access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Performance and Reliability 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. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Show More ##### ## Integration (3) Data Import and Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs 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. 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. Show More ##### ## Inventory Management Platform Features (8) Centralized Inventory Database Manage and track all inventory records across warehouses and retail locations through a single unified database. Stock History Reporting View the history of individual items and compare the sales performance of new to old stock in order to inform purchasing decisions. Low Stock Notifications Set low stock thresholds and receive automatic alerts when stock decreases to that level. Bundles, Kits, & Variants Automatically adjust inventory for product bundles, kit orders, and product variations within the system. Asset Tracking Use barcode or radio-frequency identification (RFID) technology with specialized readers or mobile applications to track inventory assets throughout warehouse facilities. eCommerce Integrations Integrate shopping carts, eCommerce platforms, POS, and payment gateways with the system to link inventory records between across platforms. Accounting Integrations Track inventory costs and costs of goods sold (COGS) with accounting software integrations. Data Exporting / Importing Transfer large volumes of inventory data records into and out of the system with built-in import / export tools. Show More ##### ## Cash Flow (3) Track Cash Flow Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds. Income and Expenses Add one-time or recurring cash flow items and add line items for each payment or deposit. File Exports Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis. Show More ##### ## Budgeting & Forecasting (4) Budgeting / Forecasting Create and revise an unlimited number of budget, plan and forecast scenarios. Data Import Import trial balance, monthly P&L, balance sheets, and other types of financial data Versioning Keeps track of all versions of a budget and allows users to compare versions Historical Data Forecasting is based on past transactions and historical financial or operational data Show More ##### ## Revenue (2) Revenue Types Supports multiple types of revenues, such as recurring and transaction based Revenue Allocation Allows users to allocate revenues to various business entities or departments Show More ##### ## Multichannel inventory management (3) Warehouse Inventory Transfer Allows users to create warehouse-to-warehouse transfers knowing the exact stock levels for both locations when sending and receiving Multichannel Inventory Syncing Allows users to sync inventory across multiple stores, marketplaces, and warehouses Multi-Warehouse Routing Allows users to connect sales channels to specific warehouses. Show More ##### ## 3PL inventory management (3) Client management Allows users to manage all thier clients on one system Marketplace connections Allows users to connect marketplaces for each client 3PL inventory tracking Allows inventory tracking for specific customer required attributes such as lot, serial, style/color/size Show More ##### ## Inventory Management (8) Inventory Tracking Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders. Inventory Costing Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit. Product Master Manage and track all inventory records across warehouses and retail locations through a single unified database. Inventory Forecasting Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. Integrations Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms. Stock Levels Maintain visual on stock levels Flow Of Goods Track available inventory and manage flow of goods to/from warehouses Reserving Goods Reserve goods that have been added to cart and update stock levels Show More ##### ## Payroll (2) Tax Calculation Calculates taxes due and may include resources or tools for federal and state tax compliance. Reporting and Dashboards Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes. Show More ##### ## Order Entry (3) Entry Enter and convert orders and quotes Register Register received orders in the system Notifications Provide real-time notifications and status updates Show More ##### ## Order Tracking (3) Shipping Verify shipping preferences Tracking Track orders and their statuses as they move along the supply chain Backorder Manage orders for products that are unavailable due to inventory shortage Show More ##### ## Customer Management (3) Order Status Track status of orders from shipment to delivery Information Access Provide customers access to their information in order to answer FAQs Email Notifications Automatically send emails using certain triggers to notify customer service of issues Show More ##### ## Subscription Management (4) Payment Data Store payment data and customer information Payment Gateway Support and/or integrate with a payment gateway(s) Billing Automate billing and contracts Automatic Payments Accomidate automatic payments from various payment methods Show More ##### ## AI (10) Data Extraction Uses AI to automatically input data from receipts, invoices, and other documents Invoice Processing Uses AI to generates, send, and track invoices Expense Management Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns Fraud Detection Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time Tax Compliance Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns Support Chatbots Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports Bank Reconciliations Uses AI to match transactions recorded in the accounting system with those in bank statements Report Generation Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business Customizable Alerts Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances Predictive Analytics Uses AI to analyze data to identify trends and make predictions Show More ##### ## Mobile Applications - Accounting (6) Cloud Integration Enables synchronization of accounting data across devices in real-time Notifications Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines UI Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables Offline Allows users to view and update certain data without an internet connection Expense Tracking Allows users to capture and upload expense receipts directly from mobile devices Invoice Management Enables creation, editing, and sending of invoices Show More ##### ## Agentic AI - Accounting (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - Order Management (2) Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Show More [ ![Cetec ERP](https://images.g2crowd.com/uploads/product/hd_favicon/9098ca10e523b1d22e49b6a0032e420a/cetec-erp.svg "Cetec ERP") Sponsored Cetec ERP 4.1/5 (40) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![QuickBooks Online](https://images.g2crowd.com/uploads/product/hd_favicon/b25008554ea0586db2f358c9fa996493/quickbooks-online.svg "QuickBooks Online") QuickBooks Online 4/5 (3,735) ](https://www.g2.com/products/quickbooks-online/reviews) [ ![Xero](https://images.g2crowd.com/uploads/product/hd_favicon/808722a7f32bdeac24cfe7c4f9cd544a/xero.svg "Xero") Xero 4.4/5 (1,609) ](https://www.g2.com/products/xero/reviews) [ ![Webgility](https://images.g2crowd.com/uploads/product/hd_favicon/e6867640bfc72eb6fd54bfb9dcf9378f/webgility.svg "Webgility") Webgility 4.6/5 (371) ](https://www.g2.com/products/webgility/reviews) [ View All Alternatives ](https://www.g2.com/products/custombooks/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Inventory Reporting](/glossary/inventory-reporting-definition) Inventory reporting plays a valuable role in the inventory control process. Learn more about inventory reporting, how it can benefit inventory management, and how to write reports to support a business structure. [Inventory Tracking](/glossary/inventory-tracking) Inventory tracking plays an essential role in the inventory management planning process. Learn more about inventory tracking, how it can benefit overall company organization, and how to implement it in a business structure using various techniques. 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