Overview
The Settings screen allows you to specify company-wide settings and global defaults. To optimize BQE CORE to your company based on its size, business goals, operations, management styles, preferences and policies, you can apply these rules and options. These settings get inherited by the client, project, employee and other profiles, but can be overridden at those levels.
Here, you can set up the global defaults for your company, master information, time and expense entry, billing, accounting, integrations, email, security, CRM, HR, and so on. All the settings and lists are grouped as below for better organization and ease of access.
How To
Specify Settings
To specify settings at the global level:
- Open the Settings screen from the side menu.
- Select the category of settings on the left panel that you want to specify, say Company or Add-ons > Accounting.
- Enter the required information or select the options on the right panel, as needed.
- Click Save.
Many Settings can be overwritten at the client, project, employee or other screen level.
Mark Screen as Favorite
You can mark or flag the most-often used and important screens in CORE as your favorites up to a maximum of ten. These favorite screens then display separately on the side menu under the Favorites list. You can manage all your favorite screens in CORE from User Settings.
To mark this screen as your favorite, watch this video or follow these steps:
- Open the Settings screen from the side menu.
- Click
on the top-right of any screen or panel.
- You can access that screen from the side menu under Favorites.
You can also check the detailed video on marking screens as favorite in CORE.