Video Library

Getting Started with Core

Navigating Core

Using and Searching Core Help

Core Overview

Core Overview: For Accountants

Creating Custom Fields and Lists

Adding Users and Assigning Licenses in Core

Managing Subscriptions in Core

Renewing Subscriptions

Creating Employees, Vendors and Clients in Core

Creating Activity Items and Expense Items in Core

 Setting Up Security in Core

Integrating with MYOB AccountRight

Integrating with QuickBooks Online

Creating Projects in Core

Assigning Items to Projects

Creating Estimates in Core

 Creating and Assigning Budgets in Core

Creating and Submitting Time in Core

Creating and Submitting Expenses in Core

Requesting Personal Time Off

 Creating Fee Schedules

Creating Invoices in Core

Exporting Invoices to LEDES

 Recording Payments in Core

Creating Chart of Accounts

Making Deposits in Core

Writing and Printing Checks

Creating Vendor Bills in Core

 Reimbursing Employees in Core

Entering Credit Card Charges

Creating Dashboards in Core

Running Reports in Core