Note: Help content (except videos) has been updated to reflect the UI/UX changes in CORE.
CORE allows you to specify company-wide settings from the side menu > Settings. To optimize CORE to your business practices and preferences based on size, goals, operations, and policies, you can apply these global defaults on all projects. You can also apply rules at a project level that are applicable to those specific projects only. Some rules are available at both the global and project levels, wherein the project level rules take precedence.
| Settings and Rules | Settings | Projects |
| Project contract amount includes taxes | 🗸 | |
| Exclude Vacation, Sick, Holiday, and Comp time when calculating overtime | 🗸 | |
| Skip time evaluation | 🗸 | |
| Evaluate time and expense billable status based on billable value | 🗸 | |
| Add time and expense memos to notes | 🗸 | |
| Allow negative time entries | 🗸 | |
| Allow zero-hour time entries | 🗸 | |
| Adjust stop time when client hours are charged | 🗸 | |
| Reverse Write-Up/Down when invoice is reversed | 🗸 | |
| Mark projects completed when billed 100% | 🗸 | |
| Skip extra Time Entry for automatic write-up/write-down | 🗸 | |
| Auto apply retainer to invoices | 🗸 | |
| Apply discount to pre-tax amount | 🗸 | |
| Allow zero (0) rates in service fee schedules | 🗸 | |
| Show billing through on invoices | 🗸 | |
| Show account summary at the bottom of invoices | 🗸 | 🗸 |
| Show retainer summary on invoices | 🗸 | 🗸 |
| Email payment receipts to client | 🗸 | |
| Email retainer payment receipts to client | 🗸 | |
| Show time and expense memos on detailed invoices | 🗸 | |
| Show project memo on invoices at the bottom | 🗸 | |
| Hide non-billable time entries on invoices | 🗸 | 🗸 |
| Hide non-billable expense entries on invoices | 🗸 | 🗸 |
| Show country in client address | 🗸 | |
| Show company Tax ID on invoices | 🗸 | |
| Allow User Settings to override these email settings | 🗸 | |
| Automatically zip multiple attachments | 🗸 | |
| Make this application DCAA compliant | 🗸 | |
| Password required when closing date is changed | 🗸 | |
| Users must agree to the following disclaimer when submitting time and expense | 🗸 | |
| Always show in Create Batch Invoice screen | 🗸 | |
| Do not apply project assignment settings | 🗸 | |
| Email invoice | 🗸 | |
| Exempt item tax 1/2/3 | 🗸 | |
| Prevent expense entry after reaching allocated units | 🗸 | |
| Prevent expense entry for the project | 🗸 | |
| Prevent time and expense entry after reaching contract amount | 🗸 | |
| Prevent time entry after reaching allocated hours | 🗸 | |
| Prevent time entry for the project | 🗸 | |
| Restrict expense entries to budgeted expenses | 🗸 | |
| Restrict time and expenses to budgeted employees | 🗸 | |
| Restrict time entries to budgeted activities | 🗸 | |
| Send as joint invoice | 🗸 | |
| Use memo on invoices | 🗸 | |
| Auto approve expense entries | 🗸 | 🗸 |
| Auto approve time entries | 🗸 | 🗸 |
| Automatically link expense entry attachments to invoices | 🗸 | 🗸 |
| Automatically link time entry attachments to invoices | 🗸 | 🗸 |
| Include billable expenses in the contract amount | 🗸 | 🗸 |
| Main Expense Tax excludes Tax 1/2/3 | 🗸 | 🗸 |
| Main Service Tax excludes Tax 1/2/3 | 🗸 | 🗸 |
| Memo is required for expense entry | 🗸 | 🗸 |
| Memo is required for time entry | 🗸 | 🗸 |
| Show combined GST on invoices | 🗸 | 🗸 |
| Skip automatic time entry evaluation | 🗸 | 🗸 |
| Use rates from Activity items screen | 🗸 | 🗸 |