Overview
BQE CORE has a smart mobile app for Android phones that you can use to manage your business on the go. Using this app, you can enter time and expenses into your company database remotely, submit and approve entries, create invoices and bills, and even run reports. BQE CORE Mobile is built on highly optimized APIs.
Your mobile settings are applied globally on the remote server, thus reflecting in the web application also. In addition, the web app settings such as Manage Access, Project Assignments, Custom Labels, Security Permissions and Global Settings are applied on the mobile app. Click to watch this video overview of the CORE Mobile app.
The CORE Android app provides offline support for few actions such as viewing records that have already been downloaded. It does not provide offline support for the add, edit and delete actions in any of its screens. A working Internet connection is required to do so. The search applies against both the records that have been downloaded by the app and records that are on the server not yet downloaded.
The CORE Android app is available for free and can be downloaded on your smart phones with the below Android operating systems.
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CORE Android app (Android 7.0 or later)
Common Gestures
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Search data and items |
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Alerts and notifications |
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Add or create an item |
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Quick tap list item |
Display detail view |
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Long tap list item |
Batch selection of rows |
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Slide row right to left |
Single delete action |
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Call contact |
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Email contact |
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Contact BQE |
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Display side menu |
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Run a timer |
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Pause or stop a timer |
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Convert timer into a time entry |
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Quickly reply a message |
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Download items |
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Display share options for a report |
How To
Use Visit Tracking for Time Entries
Track Trips for Expense Entries
Convert Trips to Expense Entries
Access BQE CORE Resource Center
CORE Android Features
The CORE Android app includes the following features:
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Sign Up/Sign In
- New company file
- Two-Factor Authentication (2FA)
- Forgot Password option
- Login via different sample companies
- Switch company
- User settings and visits retained on logout
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Dashboard
- Dashboards and dashboard widgets
- Multiple dashboards: private or public
- To-Dos
- Time Entries Workflow (submit/approve/reject)
- Workflow items
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Clients
The Clients screen provides these options:
- List view (with info bars) and detail view
- Clients (create clients from phone's contacts or address book)
- Delete (slide right to left) and batch delete clients (long press the list items)
- Multiple contacts, addresses, and communications
- Performance widgets
- Client transactions
- Documents
- Notes
- To-Dos
- Custom fields
- Search and Filters
- Offline support
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Employees
The Employees screen provides these options:
- List view (with info bars) and detail view
- Employees (create employees from phone's contacts or address book)
- Multiple contacts
- Delete and batch delete employees (long press the list items)
- Performance widgets
- Multiple documents
- Notes and To-Dos
- Convert to vendor option
- Custom fields
- Search and Filters
- Offline support
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Vendors
The Vendors screen provides these options:
- List view (with info bars) and detail view
- Vendors (create vendors from phone's contacts or address book)
- Multiple contacts
- Vendor transactions
- Currency and Payment Terms
- Delete and batch delete vendors (long press the list items)
- Performance widgets
- Multiple documents
- Notes and To-Dos
- Convert to employee option
- Custom fields
- Search and Filters
- Offline support
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Projects
The Projects screen provides these options:
- List view (with info bars) and detail view
- Projects and phases
- Offline support
- Search and Filters
- Custom fields
- To-Dos
- Notes
- Documents
- Project assignments including rules and contacts
- Project transactions
- Performance widgets
- Delete and batch delete projects (long press the list items)
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Activity Items
The Activity Items screen provides these options:
- List view and detail view
- Activity items
- Delete and batch delete activity items (long press the list items)
- Documents
- Custom fields
- Search and Filters
- Offline support
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Expense Items
The Expense Items screen provides these options:
- List view and detail view
- Expense items
- Delete and batch delete expense items (long press the list items)
- Documents
- Custom fields
- Search and Filters
- Offline support
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Time Entries
- Sheet view with info bars and detail view
- Time Card view for daily/weekly/biweekly time entry
- Time entries
- Copy-paste time entries
- Delete and batch delete time entries (long press the list items)
- Documents
- Submit (with disclaimer alert) and Approve workflow
- Timers with auto-fill option for recently-used projects and activities. You can use timers in the offline mode
- Time entries from to-dos of employees, projects, and vendors
- Time entry rates by classification
- Visit tracking with map views, auto project match, start/stop time, and local notifications. The mobile app tries to find a match between your GPS location and project location in CORE, and suggests a possible time entry.
- Smart push notifications for Time Card monitoring
- Custom fields
- Offline support
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Expense Entries
- List view with info bars and detail view
- Expense entries
- Copy-paste expense entries
- Delete and batch delete expense entries (long press the list items)
- Documents
- Submit (with disclaimer alert) and Approve workflow
- Custom fields
- Expense entry rates by classification
- OCR scanning of receipts: allows you to pre-fill your expense sheet with the details directly from the receipt. You can then select the relevant project and expense item along with markup, etc. CORE Mobile remembers your selection next time.
- Trips: Records all your drives and allows you to classify them as personal or business expenses
- Expense Summary (with start/end dates of entries, number of entries submitted and total cost amount)
- Offline support
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Reviewer
- List view and detail view
- Time and expense entries
- Documents
- Submit (with disclaimer alert) and Approve workflow
- Filters (including Workflow Status)
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Invoices
- List view and detail view
- Invoices
- Documents and Notes
- Custom fields
- Invoice preview
- Submit and Approve workflow
- Search and Filters
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Payments
- List view and detail view
- Invoice and retainer payments
- Trust Fund Accounting
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Vendor Bills
- List view and detail view
- Vendor bills
- Memos
- Documents
- Submit and Approve workflow
- Preview and email
- Search and Filters
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Checks
- List view and detail view
- Documents
- Custom Labels
- Custom fields
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Bill Payment
- Vendor bill payments
- List view and detail view
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Personal Time Off
- List view and detail view
- PTO requests
- Submit and approve PTO workflow
- Documents
- Time entry from approved PTO
- Memos
- Search and Filters
- Offline support
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HR
- Benefits List
- Benefit Assignment and Usage
- Salary History
- Employee Reviews
- Employee Journals
- Employee Incidents
- Review Templates
- Dashboard widgets
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CRM
- Leads and Prospects
- Opportunities
- Follow-Ups, Notes, To-Dos, Documents
- Proposals and Quotes
- Campaigns
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CRM dashboard widgets
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Resource Library
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Messages
- List view and detail view
- Messages
- Multiple attachments
- Search
- Offline support
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Reports
- List view and preview
- Standard, memorized, custom and favorite reports
- Search
- Share and Email
- Offline support
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Settings
- Time Entries
- Expense Entries
- Projects
- Accounts
- Visit tracking: It allows CORE Mobile to track your visits and let you convert them into time entries. Using the visit coordinates, when an address match is found, the mobile app suggests that as a probable project location to you.
- Default CORE view: You can set or change the default CORE view from the Settings area of your CORE mobile app. This allows you to open a specific view when logging in. CORE gives you 3 different views to choose from: Dashboard, Last Screen Visited and Specific Screen.
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Other
- To-Dos
- Workflows: submittal and approval
- Notifications and Reminders
- Localization
- Custom Labels (for contacts and addresses)
- Communication types
- Integrated cloud storage like Box, Microsoft OneDrive, etc.
- Attachments save as PDFs
- Push notifications for workflow items, etc.
- Custom field filters in list views
- Task allocations
- Live Call Support
- Dark theme for app UI
- Calendar events: You can view CORE Calendar as well as integrating calendar events in a list view and be able add and edit existing entries. Calendar icon displays a reminder notification for events set up in CORE. You also get the option to automatically sync the CORE Calendar events to your phone's native Calendar app so that those events are accessible directly from within the app.
- Auto Log Out for inactive users: The inactive timer resets after you log in back to CORE. These settings are applied to all users.
- Notes and Documents (attachments for notes)
- Search: CORE Mobile displays a global search box at the top throughout the program. The purpose of this feature is to present you with a list of search results that match the terms or keywords you enter in the search bar. This search allows you to enter or type any word and brings up every record that has the matching words in it.
Enter Time in Time Card
Time Card is the simplest and easiest way to enter your time in CORE Mobile on a weekly basis. It requires a minimal amount of data entry and allows you to reuse the commonly performed activities on various projects. You can add, edit, and submit time entries from here.
Alternatively, you can use the Timers for entering your time. These timers work in the offline mode also, wherein you can start/stop them without any Internet connection. Timer data is synced with the server whenever the network becomes available. You can edit various fields, such as hours, descriptions, memos, etc., while the timer is running in the offline mode. However, you cannot create time entries in the offline mode. Please note that if you start the timer in the offline mode, the CORE Mobile app allows you to delete the timer, however, if you start the timer in the online mode and then go into offline mode, the timer cannot be deleted.
To enter time in Time Card:
- Log into your CORE Android app and go to the side menu > Settings > Time Card.
- The week view shows entries for the currently selected week. You can tap the < left and > right arrows to navigate to the relevant week.
- Each row in the Time Card displays the project, activity, and description in the header and includes a cell for each day of the week. CORE uses the project and activity that is currently in the Time Entries screen. Tap on a cell to open a pop-up.
- Click on a grid cell to open the Memo dialog, which also displays the workflow status. Enter Hours here and then tap Done to save the entry. You can see this dialog only if the Show Memo option is checked in the Overflow menu.
- Close the modal or tap > (Next) to save the entry automatically and move to another cell on the right.
- You can press More Options > to view and edit more fields of a time entry.
- If you want to add another row for a new project/activity/description, tap + Add New at the top. Please note that the Description field can save up to 200 characters. CORE supports both numeric and alphanumeric IDs.
- On the Add New pop-up, enter Project, Activity Item, and Hours.
- Press Done.
- The Total Hours at the bottom displays the total hours entered in the current week.
- The overflow menu at the top provides various options to filter the displayed entries, show/hide weekends, show/hide submit status and select a resource.
- You can long press on the screen and select the relevant time entries.
- When rows are selected, all the included entries can either be submitted or deleted in batch by pressing the Submit or Delete button, respectively. Alternatively, you can submit the entire time card by clicking Submit Time Card in the Options menu on the top-right of the screen. This automatically submits all time entries within the current period. You can also select time entries on the grid and click Submit Time Card. You can view a summary for the selected period before submitting your time card from Actions > Workflow > Submit.
Note: You can view a summary of unsubmitted expenses in the Time Card screen. CORE allows you to submit these expenses along with your time for that week.
- As a manager, you can choose to select a resource to change your time card to reflect that of another employee or vendor (as per your security permissions).
Use Visit Tracking for Time Entries
The CORE Android app uses the GPS-backed technology called Google Location Services and motion sensors to track your stops such as visit to a job site or your office. If you stop for more than 5 minutes, it then collects the coordinates and allows you to record time entries from the visits. The benefit is that you can track your locations on the job sites and also the time spent on the job. The result is better accountability, productivity, and efficiency. Visits are not editable, but when you create time entries out of them, you can edit that information. You can also merge multiple trips to a single entry.
To use visit tracking for time entry, follow these steps:
- Log into your CORE Android app and go to the side menu > Settings.
- Under Time Entry, open the Visit Tracking: Options and turn on Start Tracking Visits.
- Next, set the Default Project (or Engagement) and Activity Item (Task) for the time entry. These are used only when you create time entries out of visits. You can change it later, if needed.
- After turning it on, all your visits are tracked by it within the tracking start/stop time set by you.
- You can set a break period during which your visit tracking is halted within the established work hours. You can do so by turning on that option and setting the Start/End break, say 1 pm to 2 pm.
Note: The auto-logout settings do not apply if the visit tracking is on. - Weekend tracking can be kept on if you want to record your visits during the weekends also. This setting is kept off by default. Go to the side menu > Visits to see a list of all the tracked visits.
- Tap the visit that you want to record. It displays the Visit Detail such as address, date, duration, etc.
- Tap Convert to Time Entry. It takes you to the New Time Entry screen where you can add more information or edit it.
- Project: It uses the default project from the settings.
- Activity: It uses the default activity item from the settings.
- Description: filled based on the selected activity item
- Hours
- Billable/Overtime status
- Memo: optional
- Tap Save on the top-right. You can just save, or save and submit the time entry for approval.
Record Expenses from Receipts
The OCR-based scanning of receipts allows you to pre-fill your expense sheet with the details directly from the receipt of, say, a restaurant, an air ticket, a gas station, etc. You can then select the relevant project and expense item along with the markup, etc. CORE Mobile remembers your selection next time. You can choose to disregard purchase taxes, tips, etc. when creating expenses from receipts. The idea is to make the entire process of entering expenses easier and faster for CORE Mobile users.
To make an expense entry from a receipt:
- Log into your CORE Mobile app and go to the Expense Entry screen.
- Tap the + icon on the bottom-right to add a new expense entry.
- Next, tap 'Create from Receipt' to add the expense from a receipt.
- Tap the camera icon to capture a photo of the receipt or 'Choose File' to choose an existing receipt image from your photo library.
- In both cases, CORE Mobile uploads the image to the AWS server and scans the receipt using the OCR technology. It pre-fills the expense entry with the data read from the receipt:
- Employee: logged-in user
- Quantity: 1
- Total Cost
- Charge Amount
- Date
- You must enter or select the rest of the data for the first time:
- Project
- Expense
- Description: filled based on the selected expense item
- Markup: filled based on the selected expense item, you can enter a dollar amount or a percentage value with the help of a toggle button
- Credit Card
- Billable/Reimbursable/Extra status
- Memo: optional
- You can enter additional details:
- Purchase Tax: enter a dollar amount or a percentage value with the help of a toggle button.
- Tax 1/2/3: up to three tax percentages can be assigned to an expense. They are summed and used to calculate the bill amount for the expense entry. You can enter a dollar amount or a percentage value with the help of a toggle button.
- Tap Save (or Save and Submit). The receipt gets attached as PDF to the expense entry if the Save Attachment as PDF setting is turned on in the Settings screen.
In future, the app gets smarter and guesses the project, expense item and description with matching attributes based on the merchant address.
Track Trips for Expense Entries
Trips is a highly powerful and useful feature in CORE Mobile. It is used for automatic mileage tracking for reimbursement of expenses and tax purposes. Trips works similarly in the background, without user intervention and records your drives using the Drive Detection Technology. The CORE Location technology determines your device's geographic location and uses your Wi-Fi, GPS, Bluetooth and cellular hardware to gather data. The CORE Motion technology reports motion and environment-related data. After providing the required permissions and setting up options, you are ready to go!
Note: You can merge multiple trip records into a single entry.
To use Trips for expense entry, watch this video or follow these steps:
- Log into your CORE Android app and go to the side menu > Settings.
- Under Expense Entry, click Trips: Options and turn on Start Tracking Trips.
- After you turn on the Start Tracking Trips option, CORE prompts you to grant location permission. This gives access to your location even when the app is closed.
- Next, under Other Options, select a Default Project and Default Expense. These defaults are then used for all mileage-based expenses.
- Next set the Location Accuracy (High or Balanced Mode) and Unit System (Metric or Imperial) for the tracking. This step is optional.
- Set the Rate per mile value, say $0.58. This step is optional.
You are ready to track your mileage and trips!
Convert Trips to Expense Entries
The primary and most important goal of tracking your drives is to allow you to convert them to trip expenses. In CORE Mobile, you can easily create trip expense entries from previous drives. It memorizes the project association with a particular drive so that it is automatically applied on the next drive. You can also categorize drives as business or personal.
To convert trips to an expense entry:
- Log into your CORE Android app and go to the side menu >Trips.
- In the list view, you can see all the trips made along with the approximate trips and potential value. Press All Trips In... to select your filters such as Trip Dates (This Week, Last Week, This Month, etc.) and Trip Types (Business, Personal, etc.).
- Press the relevant trip to see its details.
- You can edit some details, if needed.
- Press Create Expense to convert the trip to an expense entry.
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On the Add Expense Entry screen, enter or change the expense details.
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Employee
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Project: The default project is set in the Settings > Other Options area and is pre-filled in that case. For future drives to the same destination or the same to-from addresses, CORE automatically uses the memorized project.
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Expense: The default expense item is set in the Settings > Other Options area and remains the same for all drives.
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Unit
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Cost Rate: comes from the expense item used in the entry, but can be changed
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Markup
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Charge Amount
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Status: Billable and Reimbursable
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Memo
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Press Save at the top-right. You are prompted to Save the expense entry or Save and Submit the entry.
Access BQE CORE Resource Center
The CORE Resource Center for CORE Mobile serves as an in-app hub for all our self-service and support resources. You can get on-demand access to help resources, community forum, and app updates, all within the app. You can also contact support with the tap of a button.
To use the CORE Resource Center, follow these steps:
- Log into your CORE Mobile Android app and go to the side menu > Help.
- Choose the relevant help option.
- CORE Help Center: Access the help articles and other resources from our knowledge base including videos, FAQs, best practices, and troubleshooting articles.
- CORE Community: Engage in discussions, post questions, request features, or report issues through our user forum.
- App Updates: Stay up-to-date on what’s new in the CORE Android app.
- Contact Support: Contact our Support Team by calling them with one tap, 24 x 7 or submitting a support ticket.
- Tap x on the homepage to close the CORE Resource Center.