User Docs
Cobuild essentials
Stages
Activities
Reporting
Search, filter, and group records
Cobuild rich-text editor
Contacts
Merge contacts
Export and import data
In-app purchases (IAP)
Keyboard shortcuts
Property fields
Product catalog
Finance
Accounting and Invoicing
Get started
Accounting cheat sheet
Chart of accounts
Consolidation
Journals
Multi-currency system
Average price on returned goods
Tax units
Inventory valuation
Taxes
Cash basis taxes
Tax computation
Withholding taxes
VAT numbers verification (VIES)
Fiscal positions (tax and account mapping)
AvaTax integration
AvaTax use
Avalara (Avatax) portal
EU intra-community distance selling
B2B (tax excluded) and B2C (tax included) pricing
Customer invoices
Invoicing processes
Delivery and invoice addresses
Payment terms and installment plans
Default terms and conditions (T&C)
Cash discounts and tax reduction
Credit notes and refunds
Cash rounding
Deferred revenues
Electronic invoicing (
EDI
)
Invoice sequence
Snailmail
EPC QR codes
Incoterms
Vendor bills
Document digitization
Non-current assets and fixed assets
Deferred expenses
Vendor bill sequence
Payments
Batch payments
SEPA payments
Follow-up on invoices
Pay by checks
Bank and cash accounts
Bank synchronization
Ponto
Basiq
Transactions
Bank reconciliation
Reconciliation models
Internal transfers
Manage a bank account in a foreign currency
Loans management
Reporting
Tax return (VAT report)
Tax carryover
Analytic accounting
Budgets
Annual/Audit report
Intrastat
Data inalterability check report
Silverfin integration
Custom reports
Year-end closing
Expenses
Expense categories
Expense cards
Log expenses
Submit expenses
Process expenses
Post expenses
Reimburse employees
Reinvoice expenses
Expenses analysis
Online payments
Adyen
Amazon Payment Services
AsiaPay
Authorize.Net
Buckaroo
Demo
DPO Pay
ECPay
Flutterwave
Iyzico
Mercado Pago
Mollie
Nuvei
Paymob
PayPal
PayU
Razorpay
Redsys
Stripe
Toss Payments
Worldline
Xendit
Bank payments
In-person payments
Fiscal localizations
United States
ESG
Sales
CRM
Organize the pipeline
Lost opportunities
Merge similar leads and opportunities
Manage sales teams
Acquire leads
Convert leads into opportunities
Create opportunities from web contact forms
Create leads (from email or manually)
Create and send quotations
Lead mining
Assign and track leads
Assign leads with predictive lead scoring
Unattended leads report
Quality leads report
Resellers
Marketing attribution reports
Lead distribution report
Analyze performance
Pipeline Analysis
Expected revenue report
Forecast report
Optimize your Day-to-Day work
Partner autocomplete
CRM Gamification
CRM activities and activity plans
Lead enrichment
Membership / Partnership module
Sales
Sales quotations
Create quotations
Quotation templates
Margins
Optional products
Online signatures for order confirmations
Online payment order confirmation
Quotation deadlines
Deliveries and invoices to different addresses
Product variants on quotations and sales orders
PDF quote builder
Configure dynamic form fields in PDFs
Add PDFs to a quote
Add a PDF or a URL to a product
Custom email signatures
Invoicing Method
Invoicing policies
Down payments
Pro-forma invoices
Invoicing based on time and materials
Invoice project milestones
Products & Prices
Manage your products
Import products
Product variants
Manage your pricing
Pricelists
Foreign currencies
Discounts
Returns and refunds
Use eWallets and gift cards
Discount and loyalty programs
Commissions
Amazon Connector
Amazon Connector features
Amazon Connector configuration
Amazon order management
Tracking lot or serial number products with FBA orders
Shopee Connector
Shopee Connector features
Shopee Connector configuration
Shopee order management
Lazada Connector
Lazada Connector features
Lazada Connector configuration
Lazada order management
TikTok Connector
TikTok Shop connector features
TikTok Shop connector configuration
TikTok Shop order management
Gelato
Human resources
Employees
New employees
Onboarding
Departments
Learning
Certifications
Badges
Equipment
Skills inventory
Offboarding
Training attendances
Time off
Time off types
Accrual plans
Public holidays
Mandatory days
Allocations
Request time off
My time
Management
Reporting
Marketing
Email Marketing
Mailing lists
Manage unsubscriptions (blacklist)
Lost leads reactivation email
Analyze metrics
SMS Marketing
Basic SMS setup
Create SMS messages
SMS analysis
SMS campaign settings
Mailing lists and blacklists
SMS Pricing and FAQ
SMS via Twilio
Marketing Card
Services
Project
Project management
Project dashboard
Project profitability
Project milestones
Project templates
Task management
Task stages and statuses
Task creation
Recurring tasks
Sub-tasks
Task dependencies
Timesheets
Timesheet billing rates and leaderboard
Time off entries
Productivity
Spreadsheet
Get started
Insert and link to Cobuild data
Insert a list
Insert a pivot table
Insert a chart
Insert clickable links
Insert financial data
Work with data
Pivot tables
Functions
Global filters
Present and visualize data
Charts
Conditional formatting
Share and collaborate
Dashboards
Build and customize dashboards
My Dashboard
Calendar
Outlook Calendar synchronization
Google Calendar synchronization
Discuss
Use channels for team communication
Configure ICE servers with Twilio
Chatter
Canned responses
To-do
General settings
Apps and modules
Users
Change languages
Two-factor authentication
Access rights
User portals
Granting portal access
Updating portal info
Facebook sign-in authentication
Google Sign-In Authentication
Microsoft Azure sign-in authentication
LDAP authentication
Companies
Multi-company
Digest emails
Email templates
Communication in Cobuild by email
Manage inbound messages
Manage outbound messages
Configure DNS records to send emails in Cobuild
Connect Microsoft Outlook 365 to Cobuild using Azure OAuth
Connect Gmail to Cobuild using Google OAuth
Mailjet API
Common emailing issues and solutions
Integrations
Mail Plugins
Outlook Plugin
Gmail Plugin
Unsplash
Address autocomplete
Geolocation
Google Translate
Cloud Storage
Developer mode (debug mode)
Offline mode
User Docs
Cobuild essentials
Stages
Activities
Reporting
Search, filter, and group records
Cobuild rich-text editor
Contacts
Merge contacts
Export and import data
In-app purchases (IAP)
Keyboard shortcuts
Property fields
Product catalog
Finance
Accounting and Invoicing
Get started
Accounting cheat sheet
Chart of accounts
Consolidation
Journals
Multi-currency system
Average price on returned goods
Tax units
Inventory valuation
Taxes
Cash basis taxes
Tax computation
Withholding taxes
VAT numbers verification (VIES)
Fiscal positions (tax and account mapping)
AvaTax integration
AvaTax use
Avalara (Avatax) portal
EU intra-community distance selling
B2B (tax excluded) and B2C (tax included) pricing
Customer invoices
Invoicing processes
Delivery and invoice addresses
Payment terms and installment plans
Default terms and conditions (T&C)
Cash discounts and tax reduction
Credit notes and refunds
Cash rounding
Deferred revenues
Electronic invoicing (
EDI
)
Invoice sequence
Snailmail
EPC QR codes
Incoterms
Vendor bills
Document digitization
Non-current assets and fixed assets
Deferred expenses
Vendor bill sequence
Payments
Batch payments
SEPA payments
Follow-up on invoices
Pay by checks
Bank and cash accounts
Bank synchronization
Ponto
Basiq
Transactions
Bank reconciliation
Reconciliation models
Internal transfers
Manage a bank account in a foreign currency
Loans management
Reporting
Tax return (VAT report)
Tax carryover
Analytic accounting
Budgets
Annual/Audit report
Intrastat
Data inalterability check report
Silverfin integration
Custom reports
Year-end closing
Expenses
Expense categories
Expense cards
Log expenses
Submit expenses
Process expenses
Post expenses
Reimburse employees
Reinvoice expenses
Expenses analysis
Online payments
Adyen
Amazon Payment Services
AsiaPay
Authorize.Net
Buckaroo
Demo
DPO Pay
ECPay
Flutterwave
Iyzico
Mercado Pago
Mollie
Nuvei
Paymob
PayPal
PayU
Razorpay
Redsys
Stripe
Toss Payments
Worldline
Xendit
Bank payments
In-person payments
Fiscal localizations
United States
ESG
Sales
CRM
Organize the pipeline
Lost opportunities
Merge similar leads and opportunities
Manage sales teams
Acquire leads
Convert leads into opportunities
Create opportunities from web contact forms
Create leads (from email or manually)
Create and send quotations
Lead mining
Assign and track leads
Assign leads with predictive lead scoring
Unattended leads report
Quality leads report
Resellers
Marketing attribution reports
Lead distribution report
Analyze performance
Pipeline Analysis
Expected revenue report
Forecast report
Optimize your Day-to-Day work
Partner autocomplete
CRM Gamification
CRM activities and activity plans
Lead enrichment
Membership / Partnership module
Sales
Sales quotations
Create quotations
Quotation templates
Margins
Optional products
Online signatures for order confirmations
Online payment order confirmation
Quotation deadlines
Deliveries and invoices to different addresses
Product variants on quotations and sales orders
PDF quote builder
Configure dynamic form fields in PDFs
Add PDFs to a quote
Add a PDF or a URL to a product
Custom email signatures
Invoicing Method
Invoicing policies
Down payments
Pro-forma invoices
Invoicing based on time and materials
Invoice project milestones
Products & Prices
Manage your products
Import products
Product variants
Manage your pricing
Pricelists
Foreign currencies
Discounts
Returns and refunds
Use eWallets and gift cards
Discount and loyalty programs
Commissions
Amazon Connector
Amazon Connector features
Amazon Connector configuration
Amazon order management
Tracking lot or serial number products with FBA orders
Shopee Connector
Shopee Connector features
Shopee Connector configuration
Shopee order management
Lazada Connector
Lazada Connector features
Lazada Connector configuration
Lazada order management
TikTok Connector
TikTok Shop connector features
TikTok Shop connector configuration
TikTok Shop order management
Gelato
Human resources
Employees
New employees
Onboarding
Departments
Learning
Certifications
Badges
Equipment
Skills inventory
Offboarding
Training attendances
Time off
Time off types
Accrual plans
Public holidays
Mandatory days
Allocations
Request time off
My time
Management
Reporting
Marketing
Email Marketing
Mailing lists
Manage unsubscriptions (blacklist)
Lost leads reactivation email
Analyze metrics
SMS Marketing
Basic SMS setup
Create SMS messages
SMS analysis
SMS campaign settings
Mailing lists and blacklists
SMS Pricing and FAQ
SMS via Twilio
Marketing Card
Services
Project
Project management
Project dashboard
Project profitability
Project milestones
Project templates
Task management
Task stages and statuses
Task creation
Recurring tasks
Sub-tasks
Task dependencies
Timesheets
Timesheet billing rates and leaderboard
Time off entries
Productivity
Spreadsheet
Get started
Insert and link to Cobuild data
Insert a list
Insert a pivot table
Insert a chart
Insert clickable links
Insert financial data
Work with data
Pivot tables
Functions
Global filters
Present and visualize data
Charts
Conditional formatting
Share and collaborate
Dashboards
Build and customize dashboards
My Dashboard
Calendar
Outlook Calendar synchronization
Google Calendar synchronization
Discuss
Use channels for team communication
Configure ICE servers with Twilio
Chatter
Canned responses
To-do
General settings
Apps and modules
Users
Change languages
Two-factor authentication
Access rights
User portals
Granting portal access
Updating portal info
Facebook sign-in authentication
Google Sign-In Authentication
Microsoft Azure sign-in authentication
LDAP authentication
Companies
Multi-company
Digest emails
Email templates
Communication in Cobuild by email
Manage inbound messages
Manage outbound messages
Configure DNS records to send emails in Cobuild
Connect Microsoft Outlook 365 to Cobuild using Azure OAuth
Connect Gmail to Cobuild using Google OAuth
Mailjet API
Common emailing issues and solutions
Integrations
Mail Plugins
Outlook Plugin
Gmail Plugin
Unsplash
Address autocomplete
Geolocation
Google Translate
Cloud Storage
Developer mode (debug mode)
Offline mode
Reporting
ΒΆ
Website analytics
Link tracker
