Overview
BQE CORE has a smart mobile app for Apple iPhone that you can use to manage your business on the go. Using this iPhone app, you can enter time and expenses into your company database remotely, submit and approve entries, create invoices and bills, and even run reports. CORE Mobile is built on highly optimized APIs that can track visits undertaken by you without undermining the battery life or Internet usage of your phone. It even allows you to easily convert your visits into time entries and track your mileage. Click to watch this video of the CORE Mobile app navigation.
Your iOS 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 Settings are applied on the mobile app.
The CORE iPhone 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.
You can check the CORE Mobile FAQs here.
The CORE Mobile app is available for free and can be downloaded on your iPhone with the below iOS operating systems.
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CORE iPhone app (iOS 13 or later)
Common Gestures
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ICONS/GESTURES |
DESCRIPTIONS |
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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 Mileage for Expense Entries
Convert Mileage to Expense Entries
Quickly Create Records or Items
Access BQE CORE Resource Center
BQE CORE iPhone Features
The CORE iPhone app includes the following features:
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Sign Up/Sign In
- New company file
- Two-Factor Authentication (2FA)
- Federated Single Sign-On (SSO)
- Login via different sample companies
- Switch company
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Dashboard
- Dashboards and dashboard widgets
- Multiple dashboards: private or public
- To-Dos
- Workflow items
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Clients
- List view (with info bars) and detail view
- Clients (create clients from phone's contacts or address book)
- Multiple contacts
- Performance widgets
- Client transactions
- Documents
- Notes
- To-Dos
- Custom fields
- Search and Filters
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Employees
- List view (with info bars) and detail view
- Employees (create employees from phone's contacts or address book)
- Multiple contacts
- Performance widgets
- Documents
- Notes
- To-Dos
- Custom fields
- Search and Filters
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Vendors
- List view (with info bars) and detail view
- Vendors (create vendors from phone's contacts or address book)
- Multiple contacts
- Vendor transactions
- Performance widgets
- Documents
- Notes
- To-Dos
- Custom fields
- Search and Filters
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Projects
- List view (with info bars) and detail view
- Projects and phases
- Performance widgets
- Project transactions
- Project Assignments including rules and contacts
- Documents
- Notes
- To-Dos
- Custom fields
- Search and Filters
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Activity Items
- List view and detail view
- Activity items
- Documents
- Custom fields
- Search and Filters
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Expense Items
- List view and detail view
- Expense items
- Documents
- Custom fields
- Search and Filters
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Time Entries
- Time entry sheet view with info bars and detail view
- Time Card view for daily/weekly/biweekly time entry
- Documents
- Timers with auto-fill options
- Visit tracking
- Custom fields
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Expense Entries
- List view with info bars and detail view
- Expense entries
- Documents
- Custom fields
- OCR scanning of receipts
- Mileage tracking
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Reviewer
- List view and detail view
- Time and expense entries
- Documents
- Filters
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Invoices
- Invoices list view and detail view
- Documents
- Notes
- Payments
- ePayments
- Custom fields
- Search and Filters
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Payments
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- List view and detail view
- Invoice and retainer payments
- Trust Fund Accounting
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Vendor Bills
- Vendor bills list view and detail view
- Documents
- Preview and Email
- Search and Filters
- Purchase Orders
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Checks
- List view and detail view
- Documents
- Filters
- Custom fields
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Bill Payments
- Vendor bill payments
- List view and detail view
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Personal Time Off
- List view and detail view
- Manage PTO
- Documents
- Search and Filters
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HR
- Benefit Assignment and Usage
- Salary History
- Employee Reviews
- Employee Journals
- Employee Incidents
- Review Templates
- Dashboard widgets
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CRM
- Leads
- Prospects
- Opportunities
- Follow-Ups
- Notes
- To-Dos
- Documents
- Proposals and Quotes
- Campaigns
- CRM dashboard widgets
- Resource Library
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Messages
- Messages list view and detail view
- Attachments
- Search
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Reports
- List view and preview
- Standard, memorized, custom and favorite reports
- Search
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Settings
- Time Entries
- Expense Entries
- Projects
- Accounts
- Visit Tracking
- Default CORE View
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Other
- To-Dos
- Workflows: submittal and approval
- Notifications and Reminders
- Custom Labels (for contacts and addresses)
- Communication Types
- Integrated cloud storage like Box, Microsoft OneDrive, etc.
- Task allocations
- Calendar events
- Auto Log Out for inactive users
- iOS Home screen
- User Profile.
- Search: global search
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Sign Up/Sign In
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 iPhone app and go to the Menu
from the bottom navigation bar.
- Next, in the Time & Expense menu, click Time Card.
- The week view displays entries for the selected week. Use the < left and > right arrows to navigate between weeks. If you are viewing a different week and tap the Calendar icon, it will return you to the current 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.
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Click on a grid cell to open the Memo dialog, which also displays the workflow status. Enter Hours here and then tap Submit to save the entry. The options Billable, Overtime, Extra, and Comp Time if turned on from the Show/Hide fields are also displayed in the Memo dialog of the Time Card screen. Please note that the Memo dialog is only visible if the Memo option is checked in the overflow menu.
- Tap x on the top or click anywhere outside the grid to close the modal. You can click on Next Cell 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 worked.
- Press Done.
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The Weekly Total 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 items, submit entries, etc.
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The multi-select rows action is also possible by tapping-and-holding on one of the rows. When rows are selected, all the included entries can either be submitted or deleted in batch by pressing the Submit or Delete button, respectively. You can find the Delete button in the More menu. Alternatively, you can submit the entire time card by clicking Submit All on the screen. This automatically submits all time entries within the current period. You can also select time entries on the grid and click 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 iPhone app uses the GPS-backed technology called Visits Location Services and motion sensors to track your stops such as visit to a job site or your office. CORE also supports automatic iCloud sync to maintain the visit tracking. 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, watch this video or follow these steps:
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Log into your CORE iPhone app and go to the context menu > Settings.
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Under Visits and Trips, turn on Visit Tracking. Alternatively, you can turn on visit tracking from the Home screen.
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You can enforce start and stop time for visit tracking by turning on that option and setting the Start/Stop time, say 8 am to 6 pm.
Note: The auto-logout settings do not apply if the visit tracking is on. - 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.
- Weekend tracking can be kept on if you want to record your visits during the weekends. This setting is kept off by default.
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Next, set the Default Project and Default Activity for the time entry. These are used only when you create time entries out of visits that do not have any matched project. You can change it later, if needed.
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After turning it on, all your visits are tracked by it within the tracking start/stop time set by you. To view your tracked visits, go to the menu from the bottom navigation bar, then open the Time & Expense menu. From there, select Visits to see a list of all your tracked visits.
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Tap the visit that you want to record. It displays the Visit Detail such as address, date, duration, etc.
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Tap Convert to Time Entry. It takes you to the Edit Time Entry screen where you can add more information or edit it.
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Project: If the address of the visited site matches a CORE project address, CORE Mobile automatically assigns the correct project. If there is no match found, then it uses the default project from the settings.
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Activity
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Description: filled based on the selected activity item
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Hours
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Billable/ Overtime status
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Memo: optional
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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, watch this video or follow these steps:
- Log into your CORE iPhone app and go to the Menu
- Next, in the Time & Expense menu, click Expense Entries.
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On the New Expense Entry screen, tap 'Capture Receipt' to capture a photo of the receipt or 'Import Receipt' to choose an existing receipt image from your photo library. You can tap 'New Entry' to create entries on the grid.
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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
- Charge Amount
- Total Cost
- Date
- You must enter or select the rest of the data for the first time:
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Project
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Expense
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Description: filled based on the selected expense item
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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
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Billable/Reimbursable status
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Memo: optional
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- You can enter additional details:
- Purchase Tax
- 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.
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Tap Save on the top-right. 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 Mileage for Expense Entries
Mileage tracking is a highly powerful and useful feature in CORE Mobile. It is used for automatic mileage tracking for reimbursement of expenses and tax purposes. CORE Mobile (iOS) already uses the GPS-based location services API to automatically track user visits and the same can be converted to time entries later. Mileage tracking 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 Wifi, GPS, Bluetooth and cellular hardware to gather data. The CORE Motion technology reports motion and environment-related data.
CORE also supports automatic iCloud sync to maintain the mileage tracking. After providing the required permissions and setting up options, you are ready to go! You can also merge multiple mileage records to a single entry.
To use mileage tracking for expense entry, watch this video or follow these steps:
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Log into your CORE iPhone app and go to the context menu > Settings.
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Under Visits & Trips, press Trip Options and turn on Trip Tracking. Alternatively, you can turn on Trip Tracking from the Home screen.
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Turn on Mileage Tracking and set the Per Mile Rate, say $0.58.
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You can enforce tracking for Work Hours only by choosing that option and entering Start of Work Day (say 8:00 am) and End of Work Day (6:00 pm). CORE Mobile will record your drives during those work hours and ignore drives outside this range.
- You can set a break period during which your 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.
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Weekend tracking can be kept on if you want to record your drives during the weekends. This setting is kept off by default.
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Under Other Options, select a Default Project and Default Expense. These defaults are then used for all mileage-based expenses.
You are ready to track your mileage.
Convert Trips to Expense Entries
The primary and most important goal of tracking your drives is to allow you to convert them to expenses. In CORE Mobile, you can easily create expense entries from previous drives. It memorizes the project associated with a particular drive so that it is automatically applied to the next drive. You can also categorize drives as business or personal.
To convert trips to an expense entry, watch this video or follow these steps:
- Log into your CORE iPhone app and go to the Menu
- Next, in the Time & Expense menu, tap on Trips.
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In the list view, you can see all the trips made along with the approximate mileage and potential value. Press All Trips to select your filters such as Trip Dates (This Week, Last Week, This Month, etc.) and Trip Types (Business, Personal, etc.).
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Press the relevant trip to see its details.
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You can edit some details if needed.
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Press Create Expense to convert the trip to an expense entry.
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On the New 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 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 area and remains the same for all drives.
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Quantity
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Unit Cost: This 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.
Apply Filters in Time Card
To view selective data on the time card grid, follow these steps:
- Log into your CORE Mobile iPhone app and go to the Menu
- Next, in the Time & Expense menu, click Time Card.
- In the Week or Day view, click
on the right.
- Next, toggle the Enable/Disable switch to apply filters or remove them, respectively. You can filter by activity, client, or project.
- Select a filter from the activity, client, project, or workflow status drop-down and specify individual records or range.
- Click Clear to remove filters.
- When you have finished, click Done. You can see selective data now.
Customize Home Screen
CORE Mobile app gives you the ability to customize your home screen by adding, removing, and repositioning sections directly within the app settings. This customization helps you improve your app experience and adjust the layout to your preferences.
To customize your Home screen, watch this video or follow these steps:
- Log into your CORE Mobile app and open the context menu > Settings.
- Tap on Home Screen settings under the General section.
- In the Home Screen settings, tap the + icon to open a list of available sections (e.g., Weekly Time Card, Recent Visits, etc.). The sections that have already been added will not appear in the Add Section modal.
- Tap the + icon on the Add Section screen you want to add to your Home screen and then tap Done. When all available sections are added, the + button is disabled to prevent further additions.
- On the Home Screen, each added section will display a remove icon (-).
- Tap the remove icon (-) next to any section you want to remove from this screen. The section is deleted immediately and disappears from the screen.
- Tap and hold on to a section to reorder the sections. Drag the section to the desired position within the list of sections.
- As you drag the section, it will visually indicate its new position to help with alignment. Release the section in the desired position to finalize the reordering.
- When you have finished adding, removing, and repositioning sections, simply exit the settings. Your changes will be immediately reflected on the Home screen with the sections arranged as per your preferences.
Use Workflow Cards
The Workflows section in the CORE Mobile app is designed to help you manage tasks that require approval or rejection. These tasks include time entry approvals, expense approvals, invoices, and more. This section displays tasks as interactive cards that allow you to approve, reject, skip, or undo actions with swipe gestures.
To approve or reject various tasks, watch this video or follow these steps:
- Log into your CORE Mobile app and from the home feed, tap on the Workflows section to view the pending tasks.
- Each task is represented by a card that provides key details for approval or rejection, such as project name, amount, and date.
- Swipe right to approve the task. The card turns green with a check mark. Swipe left to reject the task. The card turns red with an X mark.
- The drop-down menu at the top allows you to filter cards by specific categories (e.g., Time Entries, Expenses, Billing). Each category shows the number of pending items in parentheses.
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Tap View All next to a category to view all items in that category.
Note: Budgets and Estimates do not have this option. - Tap Skip to move to the next task. The Skip option is hidden if only one card remains in the category. After swiping or skipping a card, an Undo button appears at the bottom. Multiple successive swipes lock the ability to undo earlier actions. Only the most recent swipe can be undone.
- You will receive a notification when a new task requires your approval or rejection.
Mark Screen as Favorite
You can mark or flag the most often used and important screens in the CORE Mobile app as your favorites These favorite screens then display separately under the Favorites list.
To mark a screen as your favorite, watch this video or follow these steps:
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Log into your CORE Mobile app and tap on the Favorites icon on the bottom navigation bar. This opens the Favorites screen, where you can view and manage your existing favorite screens.
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At the top-right of the Favorites screen, tap the + button to add a new favorite.
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Tapping the + button opens the Add Favorites screen, which contains a list of available screens you can add as a favorite. The screens are grouped under their relevant modules (e.g., Time Card will be listed under the Time & Expenses module).
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Each screen name in the modal has a favorite icon
next to it. Tap
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You can scroll through the list or use the search bar at the top of the modal to find the screen you want to add as a favorite.
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Tap
on the top-right of the screen to edit the list or remove your favorite screen.
Quickly Create Records and Items
The Quick Create feature in the BQE CORE Mobile app allows you to quickly add records such as time, expenses, projects, and payments directly from the main interface. With just a single tap, you can access the create modal and add entries without having to navigate through multiple screens.
To create a record, follow these steps:
- Log into your CORE Mobile app and tap on the Create icon on the bottom navigation bar.
- The Create modal displays available record types such as time entry, timer, employee, etc. You can use the search bar to quickly search the record type you want to create.
- Tap the + icon next to a record type to create a record. Add the necessary details in the Create screen and tap Save. You will be redirected to the Create modal.
- On the Create screen, the Recent Action section displays a list of the three most recent screens where records were created. The most recent action is displayed at the top. You can check All Actions to check other screens for which records can be created.
- Tap anywhere outside the modal to close the screen.
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 iPhone app, go to the Menu from the bottom navigation bar, and tap Help at the bottom.
- Choose any of the CORE Resource Center options:
- 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 iOS 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.