1. CORE Help Center
  2. Getting Started
  3. CORE Settings
  4. Settings
  5. Company

Company Information

Updated

Overview

The Company Information screen is the first place you go to when getting started in BQE CORE. It contains all the company-level or business information. This company information is used in reports and invoices. You can change any information later—except for the company name. Click to watch this video on managing your company in CORE.

companies thumbnail.png

CORE uses the inheritance model where a setting from the Company Information screen is passed on to the list screens (such as Clients and Projects) and from there is passed to the final transactions. The country specified in your company profile determines the currency of your CORE company. Also, the currency will be inherited by the projects and invoices. If you change the currency at the project level, that will override the one specified here in the Company Information screen.

The Company Information screen can be customized by modifying the labels and masks of various fields in the Custom Labels screen. For example, the caption Company can be changed to Firm, Organization, or Practice.

You can check the Company FAQs here.

Field Descriptions

How To

Set Up Company Information

Add Logos

Change Company Name

Add Custom Fields

Add Documents

Mark Screen as Favorite

Field Descriptions

Company > Information >
Logo

Company image or logo can be displayed at the top of invoices and statements. Optionally, you can customize your reports and invoices with a larger logo.
Name Allows a name of up to 100 characters.
Address This is the company address or location.
Tax ID

The company's tax identification number. The mask of this field is set by CORE automatically depending on your country, but you can change it in Custom Labels. It uses a default mask of ‘XX-XXXXXXX’ for US companies.
Employer ID

This is a US company's unique employer identification number assigned by the Internal Revenue Service (IRS). It is also known as the Federal Employer Identification Number (Federal ID) or the Federal Tax Identification Number (Federal Tax ID). The mask for this field can be set in the Custom Labels screen.
Currency

The country specified in your company profile determines the default currency of your CORE company. However, you can set your default home or local currency here so that the correct amount, multiplier and symbols are used at relevant places (say, in Expense Entries). CORE also uses this currency for the purchase tax amount instead of the system currency. If you change the home currency here, the currency on the reports changes automatically. This selection can be overwritten at the employee level. Example: If your main office is in USA, but employee CJ is working in the U.K. office, you can specify the United States Dollar (USD) here, but the British Pound as his default currency in the Employees screen. Whenever CJ logs his expenses, they will be recorded in British Pound according to the multiplier specified (in Expense Entries). When other employees log their expenses, they will be recorded in USD.
Email It has a maximum limit of 150 characters.
Fax This field does not access alphabets and special characters like (!@#$).
State/State Tax ID Specifies the state and corresponding tax identification number for your company. This field allows you to enter state-specific tax IDs without any formatting or masking. You can add multiple state and tax ID combinations as needed by clicking + Add State Tax ID.
Closing Date

It is a lock-down date that prevents unauthorized or accidental editing of your accounting data and transactions (time, expenses, invoices, payments, etc.) in CORE for the period you have closed. This keeps your books secure for potential audits and is especially useful for DCAA compliance. 

Example: If you enter a closing date of 12/31/2025, you cannot edit any invoice or enter time for any date before that.

Note: CORE allows voiding transactions related to invoices, checks and payments in the closed periods and automatically creates general journal entries to handle its accounting.
Important: If Accounting Periods is enabled, this field is disabled, and fiscal closures are managed through defined periods and fiscal years under Settings > Accounting > Accounting Periods.
Use Accounting Periods

This toggle enables the Accounting Periods feature in CORE. When turned on, CORE tracks financial activity based on defined fiscal years and accounting periods (e.g., monthly or custom). It is required for using features like Revenue Recognition, fiscal year closing, and other period-based accounting workflows.
You can use the Accounting Periods Settings link to directly access and configure your fiscal years and periods.
Migration Details (for migration users only)

When migration certification is completed, CORE displays a Migration Details section at the bottom of the Company > Information page. This section provides a read-only record of the finalized migration dates and serves as confirmation that Go Live enforcement is active.

  • Go Live Date
    Displays the confirmed Go Live Date. This date is read-only and cannot be changed after certification.
  • Migrated Date Range
    Displays the historical date range of data migrated into CORE. This field is read-only and can be blank if no range was defined.


Set Up Company Information

To create your company profile, watch this video or follow these steps:

  1. Open the Company screen from the side menu > Settings.


     
  2. On the Company > Information panel, enter the required information. Check Field Descriptions above for details.
  •  
    • Address
    • Tax ID: The company's tax identification number
    • Employer ID
    • Phone/Email/Website
    • Fiscal Year Begin/End
    • Closing Date: It is a lock-down date that prevents unauthorized or accidental editing of your accounting data and transactions. Check Field Descriptions above for details.
  1. Click Save.

Add Logos

You can add a company logo to display on your invoices and statements. CORE supports a 125 x 125-pixel logo with up to 2 MB file size. If you select a larger image, CORE automatically downsizes it to the default size. The image must be flattened (no transparency) in the .bmp, .png or .jpg format with 400 dpi (dots per inch).

To add a logo, watch this video or follow these steps:

  1. Open the Company screen from the side menu > Settings.


     
  2. On the Company > Information screen, click Logo edit icon.png.
  3. Browse to the folder containing your image. Select the file and click Open.
  4. The image displays on the screen. Click Save.

You can remove the logo by hovering over the image and clicking cancel-icon.png on the top-right.

Change Company Name

To change your company name:

  1. Determine exactly how your company name should display - spelling, spacing and punctuation – on your invoices, reports and statements.
  2. Open the Company screen from the side menu > Settings.


     
  3. On the Information panel, enter the new company name and click Save.

Alternatively,

  1. Open the Manage Companies screen from the side menu > Settings > Company.

    manage companies detail.png
     
  2. Select your company file on the grid and click Detail on that row.
  3. In the detail view, enter the new name.

    company detail.png
     
  4. Click Save.

Add Custom Fields

Using custom fields, you can track extra characteristics and attributes of your company. You can even customize these fields in the Custom Labels screen.

To add a custom field, watch this video or follow these steps:

  1. Open the Company screen from the side menu > Settings.


     
  2. On the Information panel, click Add Custom Field at the bottom and select the type of field you want depending on the purpose, say Text Box.
  3. On the Add Text Box dialog, enter the required information:

    • Name

    • Type

    • # of Characters

  4. Check Show in List View if you want this field to appear under the Show/Hide Columns list and show up on the grid.
  5. Click Save.

Note: You can display a maximum of three custom fields in the list view per screen.

You can also check the detailed video on managing custom fields in CORE.

Add Documents

You can view all the documents of the company, if any, on this screen.

To add a document to a company record, watch this video or follow these steps:

  1. Open the Company screen from the side menu > Settings.

    company documents.png
     
  2. Go to the Documents panel on the left and click Add on the screen.
  3. On the Add Documents dialog, select the relevant tab, depending on the type of attachment.
  •  
    • Computer: To attach files stored on your computer, enter its Description and drag your file or click to browse to that location.
    • Hyperlink: To attach an external link, enter its Description and then insert the hyperlink.
    • Dropbox: To link files stored in your Dropbox account, enter its Description and then browse for it.
    • Google Drive: To link files stored in your Google Drive account, enter its Description and then browse for it.
    • OneDrive: To link files stored in your Microsoft OneDrive account, enter its Description and then browse for it.
    • Box: To link files stored in your Box account, enter its Description and then browse for it.
    • Resource Library: To link company resources, select the resource from the library. This option is available only with CORE CRM.
  1. Click Add.

CORE pre-fills some of the information about the attached documents in the grid. You can also check the detailed video on managing documents in CORE.

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:

  1. Open the Company screen from the side menu > Settings.

    Company Mark as Fav.png
     
  2. Click favorites.png on the top-right of any panel of the Company screen.
  3. You can access this screen from the side menu under Favorites.

You can also check the detailed video on marking screens as favorite in CORE.

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