Settings
Find document, currency, import, and workspace settings.
Review AI Knowledge skills and files
AI Knowledge separates Skills from Files used in your company’s knowledge area.
Review the Cloud Storage connection screen
Cloud Storage shows the Google Drive connection state for your workspace.
Review your workspace currencies
Currencies lists the currency names and symbols configured for your workspace, including the currency marked Base Currency.
Review Custom Fields
Custom Fields holds the additional fields attached to business records.
Review Document Templates
Document Templates is the catalog of presentation templates used for documents sent to customers and suppliers.
Find imports, exports and saved column matches
Import and export settings separates bringing records into Cybooks from taking a copy out.
Review invoice reminders and discount accounts
Invoice Settings brings invoice reminders and default discount accounts onto one page.
Find project labels, tags and tag groups
Project labels, Tags and Tag Groups are separate ways to organise information.
Review text templates for documents and emails
Text template lists reusable text for documents and email messages.
Review project workflows
Project workflows lists the status workflows available for project work and identifies the default workflow.